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ejm_23
🇨🇷 Diversified ETF ETF and Other Investor.
1 copier.

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
July 3, 2023
Lowest Cash
July 4, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
16 instruments
September 14, 2023
Least Diversified
0 instruments
July 3, 2023
Average
11.1 instruments

Most Consistent Holdings

Top 5

avatarVOO
83.53%
avatarVEA
83.53%
avatarAAPL
83.29%
avatarBRK.B
82.82%
avatarTM
81.65%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
July 4, 2023
Lowest Exposure
July 3, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
82.72%
Electronic Technology
4.96%
Finance
2.14%
Consumer Durables
2.11%
Retail Trade
1.83%

Top Countries

Top 5

🇺🇸United States
12.44%
🇯🇵Japan
1.77%

Holdings over time

(Since July 3, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
17.6%0%83.53%6/18/2025
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
15.7%0%83.53%6/18/2025
Vanguard Information TechnologyVanguard Information Technology (VGT)
12.08%0%81.06%6/18/2025
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
11.25%0%81.06%6/18/2025
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
11.1%71.09%16.35%-
Vanguard Growth ETFVanguard Growth ETF (VUG)
5.24%0%69.65%6/18/2025
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
4.53%28.68%16.35%-
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
4.46%0%69.65%6/18/2025
NVIDIANVIDIA (NVDA)
3.1%0%79.18%6/16/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.89%0%82.82%6/16/2025
AppleApple (AAPL)
1.86%0%83.29%6/16/2025
ToyotaToyota (TM)
1.77%0%81.65%6/16/2025
Home DepotHome Depot (HD)
1.6%0%71.76%6/16/2025
Coca-ColaCoca-Cola (KO)
1.53%0%75.41%6/18/2025
MetaMeta (META)
0.75%0%34.12%6/16/2025
Invesco QQQInvesco QQQ (QQQ)
0.38%0%2.47%7/24/2023
SPDR Dow Jones Industrial Average ETF TrustSPDR Dow Jones Industrial Average ETF Trust (DIA.US)
0.38%0%2.47%7/24/2023
TeslaTesla (TSLA)
0.34%0%22.35%1/17/2024
McDonald'sMcDonald's (MCD)
0.33%0%19.88%12/27/2023
MicrosoftMicrosoft (MSFT)
0.28%0%13.88%11/2/2023
AlphabetAlphabet (GOOG)
0.27%0%11.53%10/13/2023
VisaVisa (V)
0.25%0%13.53%11/13/2023
AmazonAmazon (AMZN)
0.23%0%12.24%11/2/2023

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)
21.9%22.56%
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
20.28%17.13%
Vanguard Information TechnologyVanguard Information Technology (VGT)
12.67%14.47%
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
12.66%12.33%
Vanguard Growth ETFVanguard Growth ETF (VUG)
8.85%9.18%
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
7.62%6.79%
NVIDIANVIDIA (NVDA)
2.5%4.82%
AppleApple (AAPL)
2.27%2.42%
Berkshire HathawayBerkshire Hathaway (BRK.B)
2.27%2.3%
Home DepotHome Depot (HD)
2.27%2.28%
ToyotaToyota (TM)
2.27%2.02%
Coca-ColaCoca-Cola (KO)
2.27%1.92%
MetaMeta (META)
1.71%1.38%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments