s148235 avatar

s148235
🇲🇾 ETF and Other Investor.
27 copiers.

Cash Allocation

Range

Highest Cash
January 31, 2023
Lowest Cash
January 7, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
4 instruments
January 1, 2022
Least Diversified
0 instruments
January 31, 2023
Average
4 instruments

Most Consistent Holdings

Top 5

avatarVTI
99.54%
avatarVEA
99.54%
avatarVWO
99.54%
avatarVGIT
65.69%
avatarIEF
33.85%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 7, 2022
Lowest Exposure
January 31, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
97.39%

Top Countries

Top 5

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
38.65%0%99.54%2/1/2025
Vanguard Intermediate-Term Treasury Index FundVanguard Intermediate-Term Treasury Index Fund (VGIT)
22.15%0%65.69%2/1/2025
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
18.47%0%99.54%2/1/2025
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
11.61%0%33.85%1/30/2023
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
6.5%0%99.54%2/1/2025

Exposure over time

Exposure by Sector

    Portfolio Time Machine

    Portfolio date
    InstrumentInvestedValue
    Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
    		37.48%42.08%
    Vanguard Intermediate-Term Treasury Index FundVanguard Intermediate-Term Treasury Index Fund (VGIT)
    		38.42%35.07%
    Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
    		17.6%16.51%
    Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
    		6.51%6.34%

    Cash Exposure Over Time

    Cash Exposure % Over Time