iv4simb avatar

iv4simb
🇮🇪 Income ETF 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
August 6, 2023
Lowest Cash
January 23, 2025
Average Cash

Portfolio Diversification

Range

Most Diversified
1 instruments
January 23, 2025
Least Diversified
0 instruments
August 6, 2023
Average
0.2 instruments

Most Consistent Holdings

Top 5

avatarSCHD
24.1%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 23, 2025
Lowest Exposure
August 6, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
23.97%

Top Countries

Top 5

Holdings over time

(Since August 6, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
23.97%98.44%24.1%-

Exposure over time

Exposure by Sector

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments