Winnie27 avatar

Winnie27
🇹🇼 ETF and Other Investor.
2 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
April 4, 2025
Lowest Cash
January 1, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
8 instruments
January 1, 2022
Least Diversified
8 instruments
January 1, 2022
Average
8 instruments

Most Consistent Holdings

Top 5

avatarVB
100%
avatarVBR
100%
avatarVTI
100%
avatarVEA
100%
avatarVWO
100%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 1, 2022
Lowest Exposure
April 4, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
97.02%

Top Countries

Top 5

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard Value ETFVanguard Value ETF (VTV)
16.45%16.19%100%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
15.38%15.76%100%-
Vanguard Small-Cap Value ETFVanguard Small-Cap Value ETF (VBR)
14.96%13.68%100%-
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
13.83%13.68%100%-
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
12.98%12.29%100%-
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
9.23%8.49%100%-
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
7.11%7.37%100%-
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
7.07%7.09%100%-

Exposure over time

Exposure by Sector

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
14.08%16.9%
Vanguard Value ETFVanguard Value ETF (VTV)
14.17%16.36%
Vanguard Small-Cap Value ETFVanguard Small-Cap Value ETF (VBR)
14.01%15.01%
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
14.39%12.57%
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
14.32%11.87%
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
9.4%9.44%
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
7.13%6.41%
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
7.21%6.4%

Cash Exposure Over Time

Cash Exposure % Over Time