SteadyGrowth77 avatar

SteadyGrowth77
🇬🇧 ETF Investor.
6 copiers.

Cash Allocation

Range

Highest Cash
March 26, 2024
Lowest Cash
January 3, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
51 instruments
December 20, 2023
Least Diversified
0 instruments
March 26, 2024
Average
21.4 instruments

Most Consistent Holdings

Top 5

avatarMGK
56.11%
avatarQQQ
56.11%
avatarXUTC.DE
53.39%
avatarQDVE.DE
53.39%
avatarSCHG
52.49%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 3, 2024
Lowest Exposure
March 26, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
56.5%
Electronic Technology
2.39%
Finance
1.71%
Retail Trade
1.71%
Consumer Non Durables
1.38%

Top Countries

Top 5

🇺🇸United States
14.03%

Number of Instruments

Holdings over time

(Since April 4, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard Mega Cap Growth Index FundVanguard Mega Cap Growth Index Fund (MGK)
5.56%0%56.11%2/1/2025
Invesco QQQInvesco QQQ (QQQ)
5.48%0%56.11%2/1/2025
iShares S&P 500 Information Technology Sector UCITS ETFiShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE)
5.41%0%53.39%2/1/2025
Xtrackers MSCI USA Information Technology UCITS ETFXtrackers MSCI USA Information Technology UCITS ETF (XUTC.DE)
5.38%0%53.39%2/1/2025
Schwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Growth ETF (SCHG)
5.22%0%52.49%2/1/2025
Vanguard Growth ETFVanguard Growth ETF (VUG)
5.2%0%52.49%2/1/2025
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
5.15%0%52.49%2/1/2025
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
5.02%0%51.58%1/2/2025
Technology Select Sector SPDRTechnology Select Sector SPDR (XLK)
4.72%0%48.87%1/2/2025
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
4.59%0%46.76%2/1/2025
WalgreensWalgreens (WBA)
0.83%0%47.21%2/15/2024
iShares Semiconductor ETFiShares Semiconductor ETF (SOXX)
0.61%0%6.64%3/25/2024
CiscoCisco (CSCO)
0.55%0%47.21%2/15/2024
VerizonVerizon (VZ)
0.55%0%42.68%1/23/2024
ChevronChevron (CVX)
0.53%0%47.06%2/15/2024
NikeNike (NKE)
0.52%0%47.06%2/15/2024
BoeingBoeing (BA)
0.52%0%47.06%2/15/2024
Amplify Transformational Data Sharing ETFAmplify Transformational Data Sharing ETF (BLOK)
0.51%0%5.73%3/25/2024
AmgenAmgen (AMGN)
0.49%0%44.65%2/1/2024
3M3M (MMM)
0.49%0%46.91%2/15/2024
DisneyDisney (DIS)
0.49%0%46%2/8/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
0.46%0%46.76%2/15/2024
AppleApple (AAPL)
0.44%0%47.06%2/15/2024
Proshares Ultra S&P 500Proshares Ultra S&P 500 (SSO)
0.44%0%4.52%2/1/2025
HoneywellHoneywell (HON)
0.44%0%46.76%2/15/2024
DowDow (DOW)
0.44%0%47.21%2/15/2024
WalmartWalmart (WMT)
0.44%0%46.15%2/15/2024
Home DepotHome Depot (HD)
0.44%0%46.3%2/9/2024
UnitedHealthUnitedHealth (UNH)
0.44%0%46.91%2/15/2024
IntelIntel (INTC)
0.44%0%46.76%2/15/2024
Xtrackers MSCI World Information Technology UCITS ETFXtrackers MSCI World Information Technology UCITS ETF (XDWT.DE)
0.43%0%4.52%2/1/2025
Goldman SachsGoldman Sachs (GS)
0.43%0%46.15%2/9/2024
VisaVisa (V)
0.43%0%43.74%1/29/2024
CaterpillarCaterpillar (CAT)
0.43%0%44.65%2/5/2024
SalesforceSalesforce (CRM)
0.43%0%42.68%1/19/2024
Procter & GambleProcter & Gamble (PG)
0.43%0%45.55%2/9/2024
Coca-ColaCoca-Cola (KO)
0.43%0%46.15%2/15/2024
JPMorganJPMorgan (JPM)
0.43%0%44.34%1/30/2024
American ExpressAmerican Express (AXP)
0.42%0%43.89%1/26/2024
TravelersTravelers (TRV)
0.42%0%42.99%1/19/2024
MerckMerck (MRK)
0.42%0%43.89%1/31/2024
IBMIBM (IBM)
0.41%0%43.44%1/22/2024
McDonald'sMcDonald's (MCD)
0.41%0%43.14%1/19/2024
MicrosoftMicrosoft (MSFT)
0.41%0%42.99%1/19/2024
ProShares UltraPro S&P 500ProShares UltraPro S&P 500 (UPRO)
0.26%0%2.71%2/9/2024
Direxion Daily Semiconductors Bull 3x SharesDirexion Daily Semiconductors Bull 3x Shares (SOXL)
0.24%0%2.71%2/9/2024
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
0.24%0%2.56%2/9/2024
Teucrium Wheat FundTeucrium Wheat Fund (WEAT)
0.15%0%15.99%2/15/2024
Abrdn Platinum ETF TrustAbrdn Platinum ETF Trust (PPLT)
0.15%0%15.99%2/15/2024
Energy Select Sector SPDREnergy Select Sector SPDR (XLE)
0.14%0%15.99%2/15/2024
SPDR GoldSPDR Gold (GLD)
0.14%0%15.08%2/9/2024
iShares Silver TrustiShares Silver Trust (SLV)
0.14%0%15.99%2/15/2024
Global X Uranium ETFGlobal X Uranium ETF (URA)
0.08%0%8.9%2/9/2024
iShares 1-3 Year Treasury Bond ETFiShares 1-3 Year Treasury Bond ETF (SHY)
0.08%0%8.75%2/15/2024
iShares 3-7 Year Treasury Bond ETFiShares 3-7 Year Treasury Bond ETF (IEI)
0.08%0%8.75%2/15/2024
iShares Core U.S. Aggregate Bond ETFiShares Core U.S. Aggregate Bond ETF (AGG)
0.08%0%8.75%2/15/2024
Schwab U.S. Aggregate Bond ETFSchwab U.S. Aggregate Bond ETF (SCHZ)
0.08%0%8.75%2/15/2024
Vanguard Intermediate-Term Treasury Index FundVanguard Intermediate-Term Treasury Index Fund (VGIT)
0.08%0%8.75%2/15/2024
iShares Convertible Bond ETFiShares Convertible Bond ETF (ICVT)
0.08%0%8.75%2/15/2024
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
0.08%0%8.75%2/15/2024
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
0.08%0%8.75%2/15/2024
iShares Core 5-10 Year USD Bond ETFiShares Core 5-10 Year USD Bond ETF (IMTB)
0.08%0%8.75%2/15/2024
iShares 10-20 Year Treasury Bond ETFiShares 10-20 Year Treasury Bond ETF (TLH)
0.08%0%8.75%2/15/2024
iShares Core 10+ Year USD Bond ETFiShares Core 10+ Year USD Bond ETF (ILTB)
0.08%0%8.75%2/15/2024
Vanguard Long-Term Bond ETFVanguard Long-Term Bond ETF (BLV)
0.08%0%8.75%2/15/2024
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.08%0%8.75%2/15/2024
Vanguard Total International Bond ETFVanguard Total International Bond ETF (BNDX)
0.08%0%8.75%2/15/2024
Direxion Daily 20 Year Plus Treasury Bull 3x SharesDirexion Daily 20 Year Plus Treasury Bull 3x Shares (TMF)
0.07%0%8.75%2/15/2024
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.04%0%4.52%3/25/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      iShares S&P 500 Information Technology Sector UCITS ETFiShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE)
      		9.96%10.77%
      Xtrackers MSCI USA Information Technology UCITS ETFXtrackers MSCI USA Information Technology UCITS ETF (XUTC.DE)
      		9.96%10.71%
      Schwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Growth ETF (SCHG)
      		9.96%10.27%
      Vanguard Mega Cap Growth Index FundVanguard Mega Cap Growth Index Fund (MGK)
      		9.96%10.22%
      Vanguard Growth ETFVanguard Growth ETF (VUG)
      		9.96%10.18%
      iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
      		9.96%10.04%
      Invesco QQQInvesco QQQ (QQQ)
      		9.96%9.85%
      SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
      		9.96%9.66%
      Technology Select Sector SPDRTechnology Select Sector SPDR (XLK)
      		9.96%9.57%
      VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
      		9.96%9.18%

      Cash Exposure Over Time

      Cash Exposure % Over Time