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ResponsibleMoney
🇵🇱 Income ETF and Other Investor.
6 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
November 2, 2022
Lowest Cash
October 4, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
57 instruments
October 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
41.9 instruments

Most Consistent Holdings

Top 5

avatarICLN
99.64%
avatarVTV
98.79%
avatarEWJ
98.29%
avatarGLD
95%
avatarSLV
93.36%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
October 4, 2023
Lowest Exposure
November 2, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
76.82%
Finance
2.11%
Electronic Technology
0.6%
Health Technology
0.47%
Utilities
0.29%

Top Countries

Top 5

🇺🇸United States
3.77%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Invesco Senior Loan ETFInvesco Senior Loan ETF (BKLN)
12.23%14.03%78.79%-
Vanguard Value ETFVanguard Value ETF (VTV)
6.11%5.37%98.79%-
SPDR Blackstone Senior Loan ETFSPDR Blackstone Senior Loan ETF (SRLN)
6.07%7.28%75.93%-
iShares Global clean energy ETFiShares Global clean energy ETF (ICLN)
4.93%2.76%99.64%-
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
3.8%4.81%78.71%-
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
3.34%1.93%98.29%-
SPDR GoldSPDR Gold (GLD)
2.8%3.21%95%-
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
2.4%0%14.57%8/8/2022
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
2.32%3.12%78.79%-
Invesco DB Agriculture FundInvesco DB Agriculture Fund (DBA)
2.21%2.79%78.57%-
First Trust NASDAQ Clean Edge Green Energy Index FundFirst Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN)
2.13%3.24%78.86%-
iShares iBonds Dec 2026 Term Treasury ETFiShares iBonds Dec 2026 Term Treasury ETF (IBTG)
2.12%3.39%56.86%-
iShares iBonds Dec 2025 Term Treasury ETFiShares iBonds Dec 2025 Term Treasury ETF (IBTF)
2.11%3.36%56.93%-
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
1.93%2.56%78.86%-
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
1.91%2.4%78.86%-
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
1.91%2.4%78.79%-
iShares iBoxx $ Investment Grade Corporate Bond ETFiShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
1.85%2.13%78.57%-
iShares Core U.S. Aggregate Bond ETFiShares Core U.S. Aggregate Bond ETF (AGG)
1.79%2.34%78.79%-
iShares MSCI ACWI UCITS ETFiShares MSCI ACWI UCITS ETF (IUSQ.DE)
1.71%3.28%55.93%-
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
1.66%0%14.21%8/8/2022
iShares $ Corporate Bond UCITS ETFiShares $ Corporate Bond UCITS ETF (LQDE.L)
1.48%2.38%58.64%-
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
1.16%1.59%78.57%-
Vanguard Mid-Cap ETFVanguard Mid-Cap ETF (VO)
1.14%1.53%78.79%-
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
1.12%1.51%78.79%-
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
1.11%1.48%78.57%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.95%1.32%78.79%-
PIMCO Active Bond Exchange-Traded FundPIMCO Active Bond Exchange-Traded Fund (BOND)
0.89%1.02%78.79%-
iShares Silver TrustiShares Silver Trust (SLV)
0.72%0.86%93.36%-
ProShares Short S&P500ProShares Short S&P500 (SH)
0.71%0%4.43%10/20/2022
iShares MSCI Emerging Markets Min Vol Factor ETFiShares MSCI Emerging Markets Min Vol Factor ETF (EEMV)
0.64%0.89%70.57%-
iPath Bloomberg Commodity Index Total Return ETNiPath Bloomberg Commodity Index Total Return ETN (DJP)
0.6%1.07%83.64%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.59%0%5.36%11/3/2022
Invesco S&P 500 Equal Weight ETFInvesco S&P 500 Equal Weight ETF (RSP)
0.56%1.01%56%-
Vanguard Intermediate-Term CorpVanguard Intermediate-Term Corp (VCIT)
0.5%0.8%58.64%-
iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
0.48%0%3.07%9/29/2022
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
0.37%0.85%66.71%-
NRG EnergyNRG Energy (NRG)
0.21%0.42%70%-
BroadcomBroadcom (AVGO)
0.2%0.48%70%-
PfizerPfizer (PFE)
0.18%0.22%70%-
SeagateSeagate (STX.US)
0.13%0.35%70.07%-
JPMorganJPMorgan (JPM)
0.13%0.19%69.71%-
PCAPCA (PKG)
0.12%0.12%69.93%-
BlackRockBlackRock (BLK)
0.11%0.13%69.79%-
Essex Property TrustEssex Property Trust (ESS)
0.1%0.1%69.79%-
CiscoCisco (CSCO)
0.09%0.12%70%-
ExxonMobilExxonMobil (XOM)
0.09%0.09%69.79%-
Procter & GambleProcter & Gamble (PG)
0.09%0.08%69.79%-
VerizonVerizon (VZ)
0.09%0.09%69.93%-
Coca-ColaCoca-Cola (KO)
0.09%0.09%69.79%-
AbbVieAbbVie (ABBV)
0.09%0%65.5%9/30/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
0.09%0.1%69.79%-
Pinnacle WestPinnacle West (PNW)
0.09%0.09%69.79%-
MerckMerck (MRK)
0.09%0.08%69.93%-
ChevronChevron (CVX)
0.09%0.08%69.93%-
OmnicomOmnicom (OMC)
0.09%0.07%69.79%-
Texas InstrumentsTexas Instruments (TXN)
0.09%0.08%69.93%-
UDRUDR (UDR)
0.09%0.07%70%-
Lockheed MartinLockheed Martin (LMT)
0.08%0.07%70.07%-
PepsiCoPepsiCo (PEP)
0.08%0.07%69.93%-
Extra SpaceExtra Space (EXR)
0.08%0.07%70.07%-
Home DepotHome Depot (HD)
0.07%0%43.71%11/25/2024
Southern CopperSouthern Copper (SCCO)
0.07%0%6.71%11/4/2022
Iron MountainIron Mountain (IRM)
0.05%0%24.64%2/29/2024
Eli LillyEli Lilly (LLY)
0.02%0%10.29%8/8/2023
Freeport-McMoRanFreeport-McMoRan (FCX)
0.01%0%0.57%7/28/2022
ARK Innovation ETFARK Innovation ETF (ARKK)
0%0%0.07%7/20/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Invesco Senior Loan ETFInvesco Senior Loan ETF (BKLN)
16.32%15.62%
SPDR Blackstone Senior Loan ETFSPDR Blackstone Senior Loan ETF (SRLN)
8.53%8.14%
Vanguard Value ETFVanguard Value ETF (VTV)
4.95%5.32%
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
4.96%5.3%
iShares iBonds Dec 2026 Term Treasury ETFiShares iBonds Dec 2026 Term Treasury ETF (IBTG)
3.88%3.73%
iShares iBonds Dec 2025 Term Treasury ETFiShares iBonds Dec 2025 Term Treasury ETF (IBTF)
3.88%3.71%
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
3.45%3.33%
iShares MSCI ACWI UCITS ETFiShares MSCI ACWI UCITS ETF (IUSQ.DE)
2.79%3.26%
Invesco DB Agriculture FundInvesco DB Agriculture Fund (DBA)
2.72%3.1%
First Trust NASDAQ Clean Edge Green Energy Index FundFirst Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN)
3.4%2.72%
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
2.47%2.67%
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
2.51%2.64%
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
2.51%2.59%
iShares $ Corporate Bond UCITS ETFiShares $ Corporate Bond UCITS ETF (LQDE.L)
2.61%2.53%
iShares Core U.S. Aggregate Bond ETFiShares Core U.S. Aggregate Bond ETF (AGG)
2.59%2.5%
iShares iBoxx $ Investment Grade Corporate Bond ETFiShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
2.29%2.26%
SPDR GoldSPDR Gold (GLD)
1.89%2.22%
iShares Global clean energy ETFiShares Global clean energy ETF (ICLN)
2.93%2.07%
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
1.78%1.74%
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
1.33%1.56%
Vanguard Mid-Cap ETFVanguard Mid-Cap ETF (VO)
1.33%1.53%
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
1.33%1.53%
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
1.32%1.48%
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.03%1.3%
PIMCO Active Bond Exchange-Traded FundPIMCO Active Bond Exchange-Traded Fund (BOND)
1.13%1.09%
Invesco S&P 500 Equal Weight ETFInvesco S&P 500 Equal Weight ETF (RSP)
0.94%1.03%
iPath Bloomberg Commodity Index Total Return ETNiPath Bloomberg Commodity Index Total Return ETN (DJP)
1.04%1%
iShares MSCI Emerging Markets Min Vol Factor ETFiShares MSCI Emerging Markets Min Vol Factor ETF (EEMV)
0.88%0.88%
Vanguard Intermediate-Term CorpVanguard Intermediate-Term Corp (VCIT)
0.86%0.84%
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
0.78%0.61%
iShares Silver TrustiShares Silver Trust (SLV)
0.44%0.47%
BroadcomBroadcom (AVGO)
0.09%0.32%
NRG EnergyNRG Energy (NRG)
0.09%0.26%
PfizerPfizer (PFE)
0.32%0.26%
JPMorganJPMorgan (JPM)
0.09%0.16%
PCAPCA (PKG)
0.09%0.15%
BlackRockBlackRock (BLK)
0.09%0.14%
Essex Property TrustEssex Property Trust (ESS)
0.09%0.12%
SeagateSeagate (STX.US)
0.09%0.12%
UDRUDR (UDR)
0.09%0.1%
AbbVieAbbVie (ABBV)
0.09%0.1%
Procter & GambleProcter & Gamble (PG)
0.09%0.1%
CiscoCisco (CSCO)
0.09%0.1%
Pinnacle WestPinnacle West (PNW)
0.09%0.09%
Texas InstrumentsTexas Instruments (TXN)
0.09%0.09%
OmnicomOmnicom (OMC)
0.09%0.09%
Lockheed MartinLockheed Martin (LMT)
0.09%0.09%
ExxonMobilExxonMobil (XOM)
0.09%0.09%
VerizonVerizon (VZ)
0.09%0.09%
Coca-ColaCoca-Cola (KO)
0.09%0.09%
Extra SpaceExtra Space (EXR)
0.09%0.08%
MerckMerck (MRK)
0.09%0.08%
Johnson & JohnsonJohnson & Johnson (JNJ)
0.09%0.08%
ChevronChevron (CVX)
0.09%0.08%
PepsiCoPepsiCo (PEP)
0.09%0.07%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments