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ResponsibleMoney
🇵🇱 ETF and Other Investor.
6 copiers.

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
38.5 instruments

Most Consistent Holdings

Top 5

avatarICLN
99.91%
avatarVTV
98.72%
avatarEWJ
98.27%
avatarGLD
93.98%
avatarSLV
91.88%

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
74.96%
Finance
1.87%
Electronic Technology
0.54%
Health Technology
0.47%
Consumer Non Durables
0.27%

Top Countries

Top 5

🇺🇸United States
3.59%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Invesco Senior Loan ETFInvesco Senior Loan ETF (BKLN)
11.59%0%73.27%2/1/2025
Vanguard Value ETFVanguard Value ETF (VTV)
6.35%0%98.72%2/1/2025
SPDR Blackstone Senior Loan ETFSPDR Blackstone Senior Loan ETF (SRLN)
5.66%0%69.71%2/1/2025
iShares Global clean energy ETFiShares Global clean energy ETF (ICLN)
5.66%0%99.91%2/1/2025
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
3.77%0%98.27%2/1/2025
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
3.48%0%73.27%2/1/2025
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
3.07%0%18.61%8/8/2022
SPDR GoldSPDR Gold (GLD)
2.83%0%93.98%2/1/2025
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
2.13%0%18.16%8/8/2022
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
2.07%0%73.27%2/1/2025
Invesco DB Agriculture FundInvesco DB Agriculture Fund (DBA)
2.01%0%73.27%2/1/2025
First Trust NASDAQ Clean Edge Green Energy Index FundFirst Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN)
1.99%0%73.27%2/1/2025
iShares iBoxx $ Investment Grade Corporate Bond ETFiShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
1.77%0%73.27%2/1/2025
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
1.76%0%73.27%2/1/2025
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
1.75%0%73.27%2/1/2025
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
1.74%0%73.27%2/1/2025
iShares iBonds Dec 2026 Term Treasury ETFiShares iBonds Dec 2026 Term Treasury ETF (IBTG)
1.73%0%45.26%2/1/2025
iShares iBonds Dec 2025 Term Treasury ETFiShares iBonds Dec 2025 Term Treasury ETF (IBTF)
1.72%0%45.26%2/1/2025
iShares Core U.S. Aggregate Bond ETFiShares Core U.S. Aggregate Bond ETF (AGG)
1.62%0%73.27%2/1/2025
iShares MSCI ACWI UCITS ETFiShares MSCI ACWI UCITS ETF (IUSQ.DE)
1.32%0%44.16%2/1/2025
iShares $ Corporate Bond UCITS ETFiShares $ Corporate Bond UCITS ETF (LQDE.L)
1.21%0%47.45%2/1/2025
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
1.06%0%73.27%2/1/2025
Vanguard Mid-Cap ETFVanguard Mid-Cap ETF (VO)
1.04%0%73.27%2/1/2025
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
1.03%0%73.27%2/1/2025
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
1.02%0%73.27%2/1/2025
ProShares Short S&P500ProShares Short S&P500 (SH)
0.91%0%5.66%10/20/2022
PIMCO Active Bond Exchange-Traded FundPIMCO Active Bond Exchange-Traded Fund (BOND)
0.85%0%73.27%2/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.84%0%73.27%2/1/2025
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.75%0%6.84%11/3/2022
iShares Silver TrustiShares Silver Trust (SLV)
0.75%0%91.88%2/1/2025
iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
0.61%0%3.92%9/29/2022
iShares MSCI Emerging Markets Min Vol Factor ETFiShares MSCI Emerging Markets Min Vol Factor ETF (EEMV)
0.57%0%62.68%2/1/2025
iPath Bloomberg Commodity Index Total Return ETNiPath Bloomberg Commodity Index Total Return ETN (DJP)
0.48%0%79.47%2/1/2025
Invesco S&P 500 Equal Weight ETFInvesco S&P 500 Equal Weight ETF (RSP)
0.44%0%44.16%2/1/2025
Vanguard Intermediate-Term CorpVanguard Intermediate-Term Corp (VCIT)
0.41%0%47.54%2/1/2025
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
0.3%0%57.85%2/1/2025
PfizerPfizer (PFE)
0.17%0%62.04%2/1/2025
BroadcomBroadcom (AVGO)
0.16%0%62.04%2/1/2025
NRG EnergyNRG Energy (NRG)
0.16%0%62.04%2/1/2025
JPMorganJPMorgan (JPM)
0.12%0%62.04%2/1/2025
SeagateSeagate (STX.US)
0.12%0%62.04%2/1/2025
PCAPCA (PKG)
0.11%0%62.04%2/1/2025
BlackRockBlackRock (BLK)
0.11%0%62.04%2/1/2025
Essex Property TrustEssex Property Trust (ESS)
0.1%0%62.04%2/1/2025
ExxonMobilExxonMobil (XOM)
0.1%0%62.04%2/1/2025
Procter & GambleProcter & Gamble (PG)
0.1%0%62.04%2/1/2025
Home DepotHome Depot (HD)
0.09%0%55.84%11/25/2024
MerckMerck (MRK)
0.09%0%62.04%2/1/2025
AbbVieAbbVie (ABBV)
0.09%0%62.04%2/1/2025
OmnicomOmnicom (OMC)
0.09%0%62.04%2/1/2025
CiscoCisco (CSCO)
0.09%0%62.04%2/1/2025
VerizonVerizon (VZ)
0.09%0%62.04%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
0.09%0%62.04%2/1/2025
ChevronChevron (CVX)
0.09%0%62.04%2/1/2025
Coca-ColaCoca-Cola (KO)
0.09%0%62.04%2/1/2025
Pinnacle WestPinnacle West (PNW)
0.09%0%62.04%2/1/2025
Texas InstrumentsTexas Instruments (TXN)
0.09%0%62.04%2/1/2025
UDRUDR (UDR)
0.09%0%62.04%2/1/2025
Lockheed MartinLockheed Martin (LMT)
0.09%0%62.04%2/1/2025
Southern CopperSouthern Copper (SCCO)
0.09%0%8.58%11/4/2022
PepsiCoPepsiCo (PEP)
0.09%0%62.04%2/1/2025
Extra SpaceExtra Space (EXR)
0.08%0%62.04%2/1/2025
Iron MountainIron Mountain (IRM)
0.07%0%31.48%2/29/2024
Eli LillyEli Lilly (LLY)
0.03%0%13.14%8/8/2023
Freeport-McMoRanFreeport-McMoRan (FCX)
0.01%0%0.73%7/28/2022
ARK Innovation ETFARK Innovation ETF (ARKK)
0%0%0.09%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 Exposure Over Time

      Cash Exposure % Over Time