permanentinvest avatar

permanentinvest
🇨🇱 Diversified ETF Other and 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
January 9, 2025
Lowest Cash
February 21, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
6 instruments
April 5, 2022
Least Diversified
2 instruments
July 23, 2024
Average
4.8 instruments

Most Consistent Holdings

Top 5

avatarIAU
100%
avatarVIG
89.98%
avatarTLT
63.57%
avatarVUG
53.39%
avatarBIL
44.83%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 21, 2024
Lowest Exposure
January 9, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
86.88%

Top Countries

Top 5

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
19.32%0%89.98%5/12/2025
iShares Gold TrustiShares Gold Trust (IAU)
18.6%4.87%100%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
11.92%0%63.57%1/24/2025
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
8.55%0%44.83%5/7/2025
Vanguard Growth ETFVanguard Growth ETF (VUG)
8.52%0%53.39%3/20/2025
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
5.88%0%30.21%3/1/2024
Vanguard Short-Term Inflation-Protected Securities ETFVanguard Short-Term Inflation-Protected Securities ETF (VTIP)
5.29%0%29%1/17/2023
ProShares Short VIX Short-Term Futures ETFProShares Short VIX Short-Term Futures ETF (SVXY)
2.12%0%14.05%12/17/2024
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
1.47%40.93%3.72%-
iShares Edge MSCI World Momentum Factor UCITS ETFiShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE)
1.26%37.57%3.72%-
iShares $ Treasury Bond 0-1yr UCITS ETFiShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L)
1.16%11.85%7.19%-
Vanguard Value ETFVanguard Value ETF (VTV)
0.8%0%4.52%2/15/2023
Invesco QQQInvesco QQQ (QQQ)
0.77%0%4.52%3/19/2025
Direxion Daily 20 Year Plus Treasury Bull 3x SharesDirexion Daily 20 Year Plus Treasury Bull 3x Shares (TMF)
0.51%0%16.72%10/4/2024
Vanguard Short-Term Bond ETFVanguard Short-Term Bond ETF (BSV)
0.23%0%2.26%2/15/2023
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
0.22%0%1.13%3/1/2023
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
0.15%0%2.83%5/9/2025
iShares MSCI EM ESG Enhanced UCITS ETF USD AcciShares MSCI EM ESG Enhanced UCITS ETF USD Acc (EDM2.DE)
0.05%4.78%0.97%-
ProShares Ultra VIX Short-Term Futures ETFProShares Ultra VIX Short-Term Futures ETF (UVXY)
0.03%0%2.42%4/1/2024
iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
0.01%0%1.05%4/1/2024

Exposure over time

Exposure by Sector

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
47.4%48.33%
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
22.51%20.86%
Vanguard Growth ETFVanguard Growth ETF (VUG)
20.43%18.84%
iShares Gold TrustiShares Gold Trust (IAU)
9.48%11.82%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments