WisePortfolio avatar

WisePortfolio
🇵🇱 Multi-Strategy ETF and Other Investor.
5 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
October 19, 2022
Lowest Cash
May 1, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
54 instruments
April 30, 2024
Least Diversified
0 instruments
February 2, 2025
Average
47.1 instruments

Most Consistent Holdings

Top 5

avatarGLD
99.92%
avatarAGG
99.92%
avatarVT.US
99.92%
avatarACWI
99.92%
avatarBND
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
May 1, 2024
Lowest Exposure
October 19, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
80.81%
Technology Services
1.49%

Top Countries

Top 5

🇺🇸United States
1.49%

Holdings over time

(Since May 12, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
6.91%4.84%99.92%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
6%8.19%87.13%-
iShares MSCI ACWI Index FundiShares MSCI ACWI Index Fund (ACWI)
5.91%3.48%99.92%-
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
5.72%7.25%87.21%-
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
4.15%6.19%75.11%-
iShares Core U.S. Aggregate Bond ETFiShares Core U.S. Aggregate Bond ETF (AGG)
3.79%3.18%99.92%-
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
3.39%3.21%99.92%-
Vanguard Total International Bond ETFVanguard Total International Bond ETF (BNDX)
2.86%3.06%87.21%-
iShares Core International Aggregate Bond ETFiShares Core International Aggregate Bond ETF (IAGG)
2.86%3.12%87.21%-
iShares Core MSCI Europe ETFiShares Core MSCI Europe ETF (IEUR)
2.45%3.1%87.21%-
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
2.32%2.97%87.21%-
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
2.25%2.85%87.21%-
SPDR GoldSPDR Gold (GLD)
2.23%1.64%99.92%-
Vanguard S&P 500 Value ETFVanguard S&P 500 Value ETF (VOOV)
1.89%2.34%87.21%-
PIMCO Active Bond Exchange-Traded FundPIMCO Active Bond Exchange-Traded Fund (BOND)
1.49%1.6%87.21%-
iShares iBoxx $ Investment Grade Corporate Bond ETFiShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
1.29%1.41%87.21%-
First Trust NASDAQ Cybersecurity ETFFirst Trust NASDAQ Cybersecurity ETF (CIBR)
1.12%1.57%87.21%-
Technology Select Sector SPDRTechnology Select Sector SPDR (XLK)
1.12%0.8%87.21%-
iShares MSCI Germany ETFiShares MSCI Germany ETF (EWG)
1.11%0.74%87.21%-
Industrial Select Sector SPDRIndustrial Select Sector SPDR (XLI)
1.1%1.47%87.21%-
AlphabetAlphabet (GOOG)
1.09%1.99%75.11%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
1.07%1.46%87.21%-
Vanguard Value ETFVanguard Value ETF (VTV)
1.07%0.58%99.24%-
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
1.05%1.46%87.21%-
Consumer Discret Select Sector SPDRConsumer Discret Select Sector SPDR (XLY)
1.03%1.41%87.21%-
iShares MSCI Switzerland ETFiShares MSCI Switzerland ETF (EWL)
1.02%1.25%87.21%-
iShares MSCI South Korea ETFiShares MSCI South Korea ETF (EWY)
0.99%1.23%87.21%-
Materials Select Sector SPDRMaterials Select Sector SPDR (XLB)
0.96%1.09%87.21%-
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
0.94%1.29%87.21%-
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
0.94%1.17%87.21%-
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
0.89%0.99%87.21%-
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.88%0.99%87.21%-
Energy Select Sector SPDREnergy Select Sector SPDR (XLE)
0.81%0.88%87.21%-
iShares MSCI Emerging Markets UCITS ETF (Dist)iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L)
0.76%1.23%75.11%-
iShares Global clean energy ETFiShares Global clean energy ETF (ICLN)
0.68%0.68%87.21%-
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.6%0.68%87.13%-
iShares Select Dividend ETFiShares Select Dividend ETF (DVY)
0.6%0.73%87.21%-
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
0.59%0.69%87.21%-
Xtrackers MSCI Europe Utilities ESG Screened UCITS ETFXtrackers MSCI Europe Utilities ESG Screened UCITS ETF (XS6R.L)
0.52%0.68%87.21%-
Vanguard Mid-Cap ETFVanguard Mid-Cap ETF (VO)
0.51%0.66%87.21%-
iShares Global Healthcare ETFiShares Global Healthcare ETF (IXJ)
0.45%0.48%87.21%-
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
0.45%0.56%87.21%-
iShares J.P. Morgan USD Emerging Markets Bond ETFiShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)
0.45%0.51%87.21%-
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
0.44%0.46%87.21%-
iShares J.P. Morgan EM Local Govt Bond UCITS ETFiShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L)
0.44%0.48%87.21%-
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
0.44%0.55%87.21%-
Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
0.42%0.47%87.21%-
SPDR Bloomberg Barclays High Yield Bond ETFSPDR Bloomberg Barclays High Yield Bond ETF (JNK)
0.42%0.47%87.21%-
Vanguard Short-Term CorporateVanguard Short-Term Corporate (VCSH)
0.41%0.45%87.21%-
MicrosoftMicrosoft (MSFT)
0.4%1.02%41.57%-
Invesco DB Agriculture FundInvesco DB Agriculture Fund (DBA)
0.33%0.19%99.15%-
iShares Global REIT ETFiShares Global REIT ETF (REET)
0.33%0.37%87.13%-
Vanguard Mid-Cap Value ETFVanguard Mid-Cap Value ETF (VOE)
0.17%0.2%87.21%-
Vanguard Small-Cap Value ETFVanguard Small-Cap Value ETF (VBR)
0.16%0.2%87.21%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
6.99%8.3%
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
6.68%6.61%
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
5.86%6.46%
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
4.52%4.75%
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
3.95%3.51%
iShares Core U.S. Aggregate Bond ETFiShares Core U.S. Aggregate Bond ETF (AGG)
3.92%3.47%
iShares MSCI ACWI Index FundiShares MSCI ACWI Index Fund (ACWI)
3.26%3.43%
Vanguard Total International Bond ETFVanguard Total International Bond ETF (BNDX)
3.82%3.42%
iShares Core International Aggregate Bond ETFiShares Core International Aggregate Bond ETF (IAGG)
3.82%3.42%
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
2.75%2.84%
iShares Core MSCI Europe ETFiShares Core MSCI Europe ETF (IEUR)
2.88%2.82%
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
2.79%2.75%
Vanguard S&P 500 Value ETFVanguard S&P 500 Value ETF (VOOV)
2.28%2.45%
AlphabetAlphabet (GOOG)
1.48%1.83%
Technology Select Sector SPDRTechnology Select Sector SPDR (XLK)
1.39%1.8%
PIMCO Active Bond Exchange-Traded FundPIMCO Active Bond Exchange-Traded Fund (BOND)
1.96%1.75%
First Trust NASDAQ Cybersecurity ETFFirst Trust NASDAQ Cybersecurity ETF (CIBR)
1.29%1.55%
iShares iBoxx $ Investment Grade Corporate Bond ETFiShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
1.67%1.53%
Consumer Discret Select Sector SPDRConsumer Discret Select Sector SPDR (XLY)
1.21%1.52%
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
1.26%1.48%
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
1.24%1.46%
iShares MSCI Germany ETFiShares MSCI Germany ETF (EWG)
1.32%1.44%
Industrial Select Sector SPDRIndustrial Select Sector SPDR (XLI)
1.29%1.44%
SPDR GoldSPDR Gold (GLD)
1.25%1.37%
iShares MSCI Switzerland ETFiShares MSCI Switzerland ETF (EWL)
1.19%1.16%
iShares MSCI Emerging Markets UCITS ETF (Dist)iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L)
1.25%1.16%
Materials Select Sector SPDRMaterials Select Sector SPDR (XLB)
1.21%1.13%
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
1.18%1.13%
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
1.12%1.12%
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
1.13%1.09%
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
1.1%1.08%
iShares MSCI South Korea ETFiShares MSCI South Korea ETF (EWY)
1.21%0.97%
Energy Select Sector SPDREnergy Select Sector SPDR (XLE)
1.14%0.95%
MicrosoftMicrosoft (MSFT)
1.04%0.95%
iShares Select Dividend ETFiShares Select Dividend ETF (DVY)
0.76%0.75%
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
0.76%0.75%
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.77%0.75%
Vanguard Mid-Cap ETFVanguard Mid-Cap ETF (VO)
0.62%0.67%
iShares Global clean energy ETFiShares Global clean energy ETF (ICLN)
0.97%0.61%
Xtrackers MSCI Europe Utilities ESG Screened UCITS ETFXtrackers MSCI Europe Utilities ESG Screened UCITS ETF (XS6R.L)
0.6%0.61%
Vanguard Value ETFVanguard Value ETF (VTV)
0.6%0.61%
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
0.54%0.58%
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
0.56%0.57%
iShares J.P. Morgan USD Emerging Markets Bond ETFiShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)
0.57%0.54%
iShares Global Healthcare ETFiShares Global Healthcare ETF (IXJ)
0.58%0.53%
Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
0.56%0.52%
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
0.57%0.52%
SPDR Bloomberg Barclays High Yield Bond ETFSPDR Bloomberg Barclays High Yield Bond ETF (JNK)
0.56%0.51%
iShares J.P. Morgan EM Local Govt Bond UCITS ETFiShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L)
0.56%0.51%
Vanguard Short-Term CorporateVanguard Short-Term Corporate (VCSH)
0.55%0.5%
iShares Global REIT ETFiShares Global REIT ETF (REET)
0.4%0.39%
Vanguard Small-Cap Value ETFVanguard Small-Cap Value ETF (VBR)
0.21%0.22%
Vanguard Mid-Cap Value ETFVanguard Mid-Cap Value ETF (VOE)
0.21%0.21%
Invesco DB Agriculture FundInvesco DB Agriculture Fund (DBA)
0.21%0.2%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments