jsaroso avatar

jsaroso
🇵🇹 ETF and Other Investor.
3 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
January 1, 2022
Lowest Cash
January 5, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
5 instruments
August 30, 2022
Least Diversified
0 instruments
January 1, 2022
Average
4.2 instruments

Most Consistent Holdings

Top 5

avatarUDVD.L
99.68%
avatarIVV
97.33%
avatarVOOV
97.33%
avatarSHV
72.04%
avatarVNQ
29.74%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 5, 2024
Lowest Exposure
January 1, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
81.93%
Indexes
7.69%

Top Countries

Top 5

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
37.46%49.66%97.33%-
SPDR S&P US Dividend Aristocrats UCITS ETFSPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L)
22.13%24.05%99.68%-
iShares Short Treasury Bond ETFiShares Short Treasury Bond ETF (SHV)
12.69%17.49%72.04%-
Vanguard S&P 500 Value ETFVanguard S&P 500 Value ETF (VOOV)
8.76%8.24%97.33%-
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
7.69%0%27.63%1/2/2023
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.89%0%29.74%9/25/2023

Exposure over time

Exposure by Sector

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
42.44%49.67%
SPDR S&P US Dividend Aristocrats UCITS ETFSPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L)
27.77%24.28%
iShares Short Treasury Bond ETFiShares Short Treasury Bond ETF (SHV)
20.96%17.32%
Vanguard S&P 500 Value ETFVanguard S&P 500 Value ETF (VOOV)
8.4%8.38%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments