smithcraigric avatar

smithcraigric
🇦🇺 ETF and Other Investor.
4 copiers.

Cash Allocation

Range

Highest Cash
June 14, 2022
Lowest Cash
January 22, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
52 instruments
June 10, 2023
Least Diversified
0 instruments
February 2, 2025
Average
34.7 instruments

Most Consistent Holdings

Top 5

avatarDIS
98.18%
avatarPOL
98.08%
avatarVRTX
92.34%
avatarVOW3.DE
91.33%
avatarADA
89.32%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 22, 2022
Lowest Exposure
June 14, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
28.38%
Technology Services
9.49%
Consumer Services
8.88%
Cryptocurrencies
8.45%
Electronic Technology
6.68%

Top Countries

Top 5

🇺🇸United States
40.87%
🇦🇺Australia
6.25%
🇩🇪Germany
2.73%
🇨🇳China
1.05%
🇯🇵Japan
0.51%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
5.26%0%82.03%7/19/2024
Direxion Daily S&P 500 Bull 3XDirexion Daily S&P 500 Bull 3X (SPXL)
4.97%0%79.38%1/27/2025
Polygon Ecosystem (ex Matic)Polygon Ecosystem (ex Matic) (POL)
4.16%0%98.08%1/12/2025
Block Inc.Block Inc. (XYZ)
3.6%0%85.13%8/22/2024
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
3.27%0%62.41%12/15/2023
DisneyDisney (DIS)
3.21%0%98.18%1/13/2025
VertexVertex (VRTX)
3.2%0%92.34%2/1/2025
AxonAxon (AXON)
2.83%0%77.37%2/1/2025
Norwegian Cruise LineNorwegian Cruise Line (NCLH)
2.76%0%81.84%7/17/2024
VolkswagenVolkswagen (VOW3.DE)
2.4%0%91.33%2/1/2025
MetaMeta (META)
2.28%0%70.35%8/23/2024
Coca-ColaCoca-Cola (KO)
2.24%0%54.2%5/13/2024
TeslaTesla (TSLA)
2.08%0%69.43%2/1/2025
BitcoinBitcoin (BTC)
2.07%0%80.84%2/1/2025
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
1.69%0%20.71%2/1/2025
PayPalPayPal (PYPL)
1.67%0%61.68%1/18/2024
Realty IncomeRealty Income (O)
1.67%0%43.8%8/22/2024
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC)
1.62%0%23.91%2/1/2025
Vanguard Total International Bond ETFVanguard Total International Bond ETF (BNDX)
1.49%0%23.91%2/1/2025
JB Hi-FiJB Hi-Fi (JBH.ASX)
1.49%0%58.85%2/1/2025
QantasQantas (QAN.ASX)
1.49%0%45.44%2/1/2025
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
1.43%0%46.08%6/15/2023
CardanoCardano (ADA)
1.4%0%89.32%10/7/2024
McDonald'sMcDonald's (MCD)
1.38%0%46.53%5/13/2024
MicrosoftMicrosoft (MSFT)
1.34%0%77.1%8/22/2024
AlphabetAlphabet (GOOG)
1.28%0%55.84%2/1/2025
MedibankMedibank (MPL.ASX)
1.28%0%53.19%6/17/2024
StarbucksStarbucks (SBUX)
1.1%0%45.62%5/6/2024
iShares Edge MSCI USA QualityiShares Edge MSCI USA Quality (QUAL)
1.07%0%23.63%2/1/2025
Pimco 25+ Yr Zero Cpn Us TifPimco 25+ Yr Zero Cpn Us Tif (ZROZ)
1.05%0%14.69%10/23/2024
NioNio (NIO)
1.05%0%65.51%1/18/2024
AppleApple (AAPL)
1.01%0%39.87%2/1/2025
iShares Edge MSCI USA MomentumiShares Edge MSCI USA Momentum (MTUM)
0.95%0%10.77%10/15/2024
AltriaAltria (MO)
0.82%0%37.77%5/16/2024
Plug PowerPlug Power (PLUG)
0.8%0%59.49%11/13/2023
Virgin GalacticVirgin Galactic (SPCE)
0.75%0%75.73%5/10/2024
iShares Core 10+ Year USD Bond ETFiShares Core 10+ Year USD Bond ETF (ILTB)
0.75%0%59.76%2/1/2025
SPDR Gold MiniShares TrustSPDR Gold MiniShares Trust (GLDM)
0.71%0%14.69%2/1/2025
Ishares MSCI Australia ETFIshares MSCI Australia ETF (EWA)
0.7%0%17.61%2/1/2025
QBEQBE (QBE.ASX)
0.68%0%59.58%8/26/2024
NVIDIANVIDIA (NVDA)
0.66%0%37.23%2/1/2025
SunworksSunworks (SUNWQ)
0.65%0%51%8/8/2023
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
0.65%0%19.62%12/16/2024
Invesco QQQInvesco QQQ (QQQ)
0.61%0%32.21%8/22/2024
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
0.53%0%14.78%2/1/2025
ToyotaToyota (TM)
0.51%0%44.8%7/17/2024
Graniteshares Gold TrustGraniteshares Gold Trust (BAR)
0.5%0%35.58%8/23/2024
GMGM (GM)
0.5%0%56.02%10/6/2023
ChevronChevron (CVX)
0.49%0%35.68%4/4/2024
GEGE (GE)
0.49%0%27.74%11/15/2022
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.48%0%8.12%11/19/2024
Six Flags Entertainment CorporationSix Flags Entertainment Corporation (SIX)
0.48%0%52.83%8/29/2023
AmpolAmpol (ALD.ASX)
0.45%0%30.2%4/30/2024
TelstraTelstra (TLS.ASX)
0.44%0%42.79%2/22/2024
American AirlinesAmerican Airlines (AAL)
0.43%0%47.9%7/5/2023
AirbnbAirbnb (ABNB)
0.43%0%52.83%8/29/2023
Johnson & JohnsonJohnson & Johnson (JNJ)
0.43%0%36.95%5/13/2024
WalmartWalmart (WMT)
0.42%0%28.92%11/1/2023
AUS200 Index (Non Expiry)AUS200 Index (Non Expiry) (AUS200)
0.4%0%5.2%8/12/2022
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.36%0%12.96%12/15/2022
iShares U.S. Energy ETFiShares U.S. Energy ETF (IYE)
0.34%0%7.57%8/5/2024
JumiaJumia (JMIA)
0.34%0%40.15%4/10/2023
Procter & GambleProcter & Gamble (PG)
0.33%0%25%1/23/2024
ZoomZoom (ZM)
0.29%0%58.39%11/1/2023
CrowdstrikeCrowdstrike (CRWD)
0.28%0%17.24%2/1/2025
AmazonAmazon (AMZN)
0.27%0%34.67%2/1/2025
SunPowerSunPower (SPWRQ)
0.26%0%52.83%8/29/2023
XRPXRP (XRP)
0.25%0%19.98%2/1/2025
DogecoinDogecoin (DOGE)
0.25%0%20.71%8/19/2022
Vanguard Growth ETFVanguard Growth ETF (VUG)
0.24%0%15.69%2/1/2025
Silver (Non Expiry)Silver (Non Expiry) (SILVER)
0.22%0%6.93%12/1/2022
VisaVisa (V)
0.21%0%26%5/16/2024
NABNAB (NAB.ASX)
0.18%0%15.69%11/2/2023
Terra ClassicTerra Classic (LUNC)
0.14%0%39.6%12/6/2023
EthereumEthereum (ETH)
0.13%0%10.49%3/19/2024
Rocket LabRocket Lab (RKLB)
0.12%0%7.85%1/13/2025
StocklandStockland (SGP.ASX)
0.11%0%14.32%6/17/2024
Vanguard Health Care ETFVanguard Health Care ETF (VHT)
0.06%0%13.14%1/13/2025
BHPBHP (BHP.ASX)
0.06%0%9.31%9/4/2023
Shiba (in millions)Shiba (in millions) (SHIBxM)
0.05%0%18.7%7/25/2022
JPMorganJPMorgan (JPM)
0.05%0%9.58%9/5/2023
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.05%0%5.84%7/12/2024
Newcrest Mining LimitedNewcrest Mining Limited (NCM.ASX)
0.04%0%7.57%8/15/2023
XeroXero (XRO.ASX)
0.04%0%7.66%8/14/2023
Aussie Broadband LtdAussie Broadband Ltd (ABB.ASX)
0.03%0%6.11%8/23/2024
MegaportMegaport (MP1.ASX)
0.03%0%2.28%1/12/2025
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.03%0%0.64%8/28/2024
Pilbara MineralsPilbara Minerals (PLS.ASX)
0.01%0%2.55%7/7/2023
Whitehaven CoalWhitehaven Coal (WHC.ASX)
0%0%0.18%7/24/2024
AUD/USDAUD/USD (AUDUSD)
0%0%0.82%7/31/2024
TeslaTesla (TSLA.EXT)
0%0%0.64%12/26/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
      		12.27%12.49%
      AxonAxon (AXON)
      		11.5%12.22%
      JB Hi-FiJB Hi-Fi (JBH.ASX)
      		5.66%6.81%
      QantasQantas (QAN.ASX)
      		5.37%6.67%
      Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC)
      		5.37%4.91%
      iShares Edge MSCI USA QualityiShares Edge MSCI USA Quality (QUAL)
      		4.6%4.76%
      Vanguard Total International Bond ETFVanguard Total International Bond ETF (BNDX)
      		4.68%4.65%
      SPDR Gold MiniShares TrustSPDR Gold MiniShares Trust (GLDM)
      		3.83%4.01%
      AlphabetAlphabet (GOOG)
      		3.45%4.01%
      Ishares MSCI Australia ETFIshares MSCI Australia ETF (EWA)
      		3.83%3.59%
      NVIDIANVIDIA (NVDA)
      		3.45%3.52%
      Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
      		3.07%2.88%
      TeslaTesla (TSLA)
      		3.07%2.78%
      VertexVertex (VRTX)
      		2.68%2.49%
      Rocket LabRocket Lab (RKLB)
      		2.29%2.4%
      DisneyDisney (DIS)
      		2.07%2.35%
      CrowdstrikeCrowdstrike (CRWD)
      		2.3%2.21%
      VolkswagenVolkswagen (VOW3.DE)
      		2.72%1.97%
      Vanguard Growth ETFVanguard Growth ETF (VUG)
      		1.69%1.76%
      MegaportMegaport (MP1.ASX)
      		1.53%1.44%
      BitcoinBitcoin (BTC)
      		1.53%1.36%
      XRPXRP (XRP)
      		1.53%1.25%
      AmazonAmazon (AMZN)
      		0.77%0.73%
      iShares Core 10+ Year USD Bond ETFiShares Core 10+ Year USD Bond ETF (ILTB)
      		0.77%0.69%
      Vanguard Health Care ETFVanguard Health Care ETF (VHT)
      		0.38%0.34%
      Polygon Ecosystem (ex Matic)Polygon Ecosystem (ex Matic) (POL)
      		1.53%0.26%

      Cash Exposure Over Time

      Cash Exposure % Over Time