SarahRado avatar

SarahRado
🇦🇺 Multi-Strategy ETF and Other Investor.
3 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
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
99.92%
avatarIXUS
99.92%
avatarVT.US
99.92%
avatarVTI
99.92%
avatarVXUS
99.92%

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
98.1%

Top Countries

Top 5

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
10.45%10.6%99.92%-
iShares Core S&P Total U.S. Stock Market ETFiShares Core S&P Total U.S. Stock Market ETF (ITOT)
10.3%10.92%99.92%-
iShares Core S&P US ValueiShares Core S&P US Value (IUSV)
10.27%10.83%97.86%-
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
10.12%10.96%99.92%-
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
9.95%9.84%99.92%-
Vanguard Small-Cap Value ETFVanguard Small-Cap Value ETF (VBR)
9.74%10.08%97.86%-
iShares Core MSCI Total International Stock ETFiShares Core MSCI Total International Stock ETF (IXUS)
9.61%9.93%99.92%-
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
9.41%10.1%97.86%-
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
8.83%7.67%97.86%-
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
8.74%7.07%94.74%-
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
0.39%0%3.74%3/15/2022
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.15%0%2.36%1/31/2022
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.14%0%2.44%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 & Instruments Over Time

Cash Exposure %

Number of Instruments