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YieldGrowth
🇬🇧 ETF and Other Smart Portfolio.
231 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
May 30, 2023
Lowest Cash
June 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
13 instruments
June 2, 2023
Least Diversified
0 instruments
May 30, 2023
Average
12.9 instruments

Most Consistent Holdings

Top 5

avatarSTIP
99.5%
avatarIGIB
99.5%
avatarFLOT
99.5%
avatarSPSB
99.5%
avatarHYG
99.5%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
June 2, 2023
Lowest Exposure
May 30, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
98.14%

Top Countries

Top 5

Holdings over time

(Since May 30, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares 0-5 Year TIPS Bond ETFiShares 0-5 Year TIPS Bond ETF (STIP)
13.48%9.72%99.5%-
Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
11.19%14.52%99.5%-
Vanguard Short-Term CorporateVanguard Short-Term Corporate (VCSH)
9.85%9.69%99.5%-
iShares iBoxx $ Investment Grade Corporate Bond ETFiShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
9.71%9.84%99.5%-
iShares Floating Rate Bond ETFiShares Floating Rate Bond ETF (FLOT)
8.51%4.76%99.5%-
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
8.44%4.91%99.5%-
iShares 5-10 Year Investment Grade Corporate Bond ETFiShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB)
6.24%9.88%99.5%-
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
6.19%9.83%99.5%-
Vanguard Short-Term Inflation-Protected Securities ETFVanguard Short-Term Inflation-Protected Securities ETF (VTIP)
4.97%4.94%99.5%-
SPDR Portfolio Short Term Corporate Bond ETFSPDR Portfolio Short Term Corporate Bond ETF (SPSB)
4.91%4.8%99.5%-
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
4.91%4.76%99.5%-
iShares 0-5 Year High Yield Corporate Bond ETFiShares 0-5 Year High Yield Corporate Bond ETF (SHYG)
4.9%4.81%98.76%-
iShares Core U.S. Aggregate Bond ETFiShares Core U.S. Aggregate Bond ETF (AGG)
4.86%4.87%99.5%-

Exposure over time

Exposure by Sector

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
iShares 0-5 Year TIPS Bond ETFiShares 0-5 Year TIPS Bond ETF (STIP)
14.63%14.86%
Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
9.37%9.84%
Vanguard Short-Term CorporateVanguard Short-Term Corporate (VCSH)
9.66%9.81%
iShares Floating Rate Bond ETFiShares Floating Rate Bond ETF (FLOT)
9.82%9.77%
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
9.86%9.61%
iShares iBoxx $ Investment Grade Corporate Bond ETFiShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
9.54%9.36%
Vanguard Short-Term Inflation-Protected Securities ETFVanguard Short-Term Inflation-Protected Securities ETF (VTIP)
4.92%4.95%
iShares 0-5 Year High Yield Corporate Bond ETFiShares 0-5 Year High Yield Corporate Bond ETF (SHYG)
4.77%4.91%
SPDR Portfolio Short Term Corporate Bond ETFSPDR Portfolio Short Term Corporate Bond ETF (SPSB)
4.87%4.88%
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
4.93%4.86%
iShares 5-10 Year Investment Grade Corporate Bond ETFiShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB)
4.77%4.79%
iShares Core U.S. Aggregate Bond ETFiShares Core U.S. Aggregate Bond ETF (AGG)
4.88%4.74%
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
4.99%4.64%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments