SarahRado avatar

SarahRado
🇦🇺 ETF and Other Investor.
3 copiers.

Cash Allocation

Range

Highest Cash
January 24, 2022
Lowest Cash
March 22, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
12 instruments
January 28, 2022
Least Diversified
0 instruments
February 2, 2025
Average
9.9 instruments

Most Consistent Holdings

Top 5

avatarITOT
99.91%
avatarIXUS
99.91%
avatarVT.US
99.91%
avatarVTI
99.91%
avatarVXUS
99.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 22, 2022
Lowest Exposure
January 24, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
97.92%

Top Countries

Top 5

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
10.45%0%99.91%2/1/2025
iShares Core S&P Total U.S. Stock Market ETFiShares Core S&P Total U.S. Stock Market ETF (ITOT)
10.21%0%99.91%2/1/2025
iShares Core S&P US ValueiShares Core S&P US Value (IUSV)
10.12%0%97.45%2/1/2025
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
9.98%0%99.91%2/1/2025
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
9.98%0%99.91%2/1/2025
Vanguard Small-Cap Value ETFVanguard Small-Cap Value ETF (VBR)
9.68%0%97.45%2/1/2025
iShares Core MSCI Total International Stock ETFiShares Core MSCI Total International Stock ETF (IXUS)
9.55%0%99.91%2/1/2025
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
9.27%0%97.45%2/1/2025
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
8.97%0%93.7%2/1/2025
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
8.91%0%97.45%2/1/2025
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
0.46%0%4.47%3/15/2022
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.17%0%2.83%1/31/2022
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.17%0%2.92%2/1/2022

Exposure over time

Exposure by Sector

    Portfolio Time Machine

    Portfolio date
    InstrumentInvestedValue
    iShares Core S&P US ValueiShares Core S&P US Value (IUSV)
    		10.29%11.54%
    iShares Core S&P Total U.S. Stock Market ETFiShares Core S&P Total U.S. Stock Market ETF (ITOT)
    		9.43%11.25%
    Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
    		9.43%10.93%
    Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
    		10.29%10.92%
    Vanguard Small-Cap Value ETFVanguard Small-Cap Value ETF (VBR)
    		10.29%10.84%
    Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
    		10.29%9.37%
    iShares Core MSCI Total International Stock ETFiShares Core MSCI Total International Stock ETF (IXUS)
    		10.29%9.37%
    Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
    		10.29%9.26%
    Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
    		9.86%8.54%
    Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
    		9.43%7.84%

    Cash Exposure Over Time

    Cash Exposure % Over Time