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YieldGrowth
🇬🇧 ETF and Other Smart Portfolio.
216 copiers.

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
99.34%
avatarIGIB
99.34%
avatarFLOT
99.34%
avatarSPSB
99.34%
avatarHYG
99.34%

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

Number of Instruments

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)
14.65%0%99.34%2/1/2025
Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
10.09%0%99.34%2/1/2025
Vanguard Short-Term CorporateVanguard Short-Term Corporate (VCSH)
9.87%0%99.34%2/1/2025
iShares Floating Rate Bond ETFiShares Floating Rate Bond ETF (FLOT)
9.7%0%99.34%2/1/2025
iShares iBoxx $ Investment Grade Corporate Bond ETFiShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
9.66%0%99.34%2/1/2025
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
9.55%0%99.34%2/1/2025
iShares 5-10 Year Investment Grade Corporate Bond ETFiShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB)
5.06%0%99.34%2/1/2025
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
4.98%0%99.34%2/1/2025
Vanguard Short-Term Inflation-Protected Securities ETFVanguard Short-Term Inflation-Protected Securities ETF (VTIP)
4.96%0%99.34%2/1/2025
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
4.93%0%99.34%2/1/2025
SPDR Portfolio Short Term Corporate Bond ETFSPDR Portfolio Short Term Corporate Bond ETF (SPSB)
4.93%0%99.34%2/1/2025
iShares 0-5 Year High Yield Corporate Bond ETFiShares 0-5 Year High Yield Corporate Bond ETF (SHYG)
4.92%0%98.36%2/1/2025
iShares Core U.S. Aggregate Bond ETFiShares Core U.S. Aggregate Bond ETF (AGG)
4.84%0%99.34%2/1/2025

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 Exposure Over Time

    Cash Exposure % Over Time