sari-l avatar

sari-l
🇸🇪 Currencies Investor.
4 copiers.

Cash Allocation

Range

Highest Cash
January 5, 2023
Lowest Cash
October 27, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
10 instruments
May 30, 2024
Least Diversified
0 instruments
February 2, 2025
Average
6.5 instruments

Most Consistent Holdings

Top 5

avatarVIG
99.87%
avatarVTV
99.87%
avatarVXUS
53.92%
avatarVOE
43.82%
avatarVBR
43.43%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
October 27, 2023
Lowest Exposure
January 5, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Forex
21.91%
ETFs
21.77%

Top Countries

Top 5

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard Value ETFVanguard Value ETF (VTV)
7.74%0%99.87%2/1/2025
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
6.52%0%99.87%2/1/2025
CAD/CHFCAD/CHF (CADCHF)
5.24%0%37.72%2/1/2025
EUR/USDEUR/USD (EURUSD)
3.61%0%40.64%2/1/2025
NZD/CADNZD/CAD (NZDCAD)
1.99%0%15.41%10/11/2024
GBP/USDGBP/USD (GBPUSD)
1.77%0%22.44%2/1/2025
AUD/NZDAUD/NZD (AUDNZD)
1.67%0%19.26%7/31/2024
Vanguard Mid-Cap Value ETFVanguard Mid-Cap Value ETF (VOE)
1.66%0%43.82%12/4/2023
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
1.62%0%53.92%4/9/2024
Vanguard Small-Cap Value ETFVanguard Small-Cap Value ETF (VBR)
1.6%0%43.43%12/1/2023
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
1.59%0%35.33%2/1/2025
USD/CHFUSD/CHF (USDCHF)
1.55%0%10.89%1/23/2024
USD/SEKUSD/SEK (USDSEK)
1.44%0%6.24%1/16/2024
AUD/USDAUD/USD (AUDUSD)
1.4%0%13.28%3/8/2024
USD/CADUSD/CAD (USDCAD)
0.57%0%4.25%9/3/2024
Vanguard FTSE All-World ex-USVanguard FTSE All-World ex-US (VEU)
0.47%0%22.44%10/4/2024
AUD/CADAUD/CAD (AUDCAD)
0.43%0%6.51%10/4/2024
NZD/USDNZD/USD (NZDUSD)
0.4%0%4.38%10/5/2023
USD/TRYUSD/TRY (USDTRY)
0.39%0%2.92%6/2/2023
EUR/NZDEUR/NZD (EURNZD)
0.38%0%5.71%8/27/2024
JPMorgan Ultra-Short Income ETFJPMorgan Ultra-Short Income ETF (JPST)
0.3%0%19.39%6/28/2024
GBP/CADGBP/CAD (GBPCAD)
0.24%0%4.91%6/21/2024
GBP/AUDGBP/AUD (GBPAUD)
0.18%0%4.52%7/10/2024
USD/JPYUSD/JPY (USDJPY)
0.16%0%1.86%3/15/2024
USD/SGDUSD/SGD (USDSGD)
0.15%0%3.85%10/3/2024
EUR/AUDEUR/AUD (EURAUD)
0.12%0%3.05%6/24/2024
Vanguard Growth ETFVanguard Growth ETF (VUG)
0.12%0%7.97%10/4/2024
Vanguard FTSE All World High Dividend Yield UCITS ETFVanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE)
0.08%0%5.31%2/1/2025
Vanguard FTSE Developed World UCITS ETFVanguard FTSE Developed World UCITS ETF (VGVE.DE)
0.07%0%5.31%2/1/2025
EUR/JPYEUR/JPY (EURJPY)
0.04%0%0.8%2/19/2024
NZD/CHFNZD/CHF (NZDCHF)
0.04%0%0.93%4/18/2024
EUR/PLNEUR/PLN (EURPLN)
0.03%0%0.8%9/26/2024
AUD/JPYAUD/JPY (AUDJPY)
0.03%0%0.27%2/21/2023
GBP/JPYGBP/JPY (GBPJPY)
0.02%0%0.53%1/8/2024
EUR/CADEUR/CAD (EURCAD)
0.02%0%0.4%4/24/2024
CHF/JPYCHF/JPY (CHFJPY)
0.02%0%0.27%11/22/2023
GBP/NZDGBP/NZD (GBPNZD)
0.01%0%0.27%7/12/2024
USD/MXNUSD/MXN (USDMXN)
0.01%0%0.13%5/30/2024
EUR/GBPEUR/GBP (EURGBP)
0.01%0%0.13%2/8/2024

Exposure over time

Exposure by Sector

    Portfolio Time Machine

    Portfolio date
    InstrumentInvestedValue
    CAD/CHFCAD/CHF (CADCHF)
    		17.17%14.94%
    EUR/USDEUR/USD (EURUSD)
    		16.47%11.94%
    GBP/USDGBP/USD (GBPUSD)
    		12.3%9.95%
    SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
    		8.55%9.57%
    Vanguard Value ETFVanguard Value ETF (VTV)
    		4.89%6.61%
    Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
    		4.28%6.15%
    Vanguard FTSE Developed World UCITS ETFVanguard FTSE Developed World UCITS ETF (VGVE.DE)
    		1.22%1.37%
    Vanguard FTSE All World High Dividend Yield UCITS ETFVanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE)
    		1.22%1.37%

    Cash Exposure Over Time

    Cash Exposure % Over Time