tintinmelo75 avatar

tintinmelo75
🇬🇧 Other Investor.
39 copiers.

Cash Allocation

Range

Highest Cash
September 24, 2022
Lowest Cash
June 10, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
10 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
6.3 instruments

Most Consistent Holdings

Top 5

avatarVTV
99.91%
avatarVUG
99.91%
avatarSHY
83.5%
avatarVOO
62.26%
avatarIXUS
61.8%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
June 10, 2023
Lowest Exposure
September 24, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
87.79%
Finance
0.4%
Indexes
0.01%

Top Countries

Top 5

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard Value ETFVanguard Value ETF (VTV)
15.73%0%99.91%2/1/2025
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
15.62%0%62.26%12/14/2023
iShares 1-3 Year Treasury Bond ETFiShares 1-3 Year Treasury Bond ETF (SHY)
14.02%0%83.5%8/5/2024
Vanguard Growth ETFVanguard Growth ETF (VUG)
13.13%0%99.91%2/1/2025
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
12.23%0%37.65%2/1/2025
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
3.98%0%43.66%11/6/2024
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
3.84%0%38.1%12/14/2023
Vanguard Short-Term Inflation-Protected Securities ETFVanguard Short-Term Inflation-Protected Securities ETF (VTIP)
3.06%0%24.16%10/5/2022
iShares Core MSCI Total International Stock ETFiShares Core MSCI Total International Stock ETF (IXUS)
2.97%0%61.8%2/1/2025
Vanguard Short-Term Bond ETFVanguard Short-Term Bond ETF (BSV)
2.48%0%8.02%2/1/2025
iPath Bloomberg Commodity Index Total Return ETNiPath Bloomberg Commodity Index Total Return ETN (DJP)
0.4%0%10.39%6/17/2022
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
0.17%0%24.16%10/5/2022
Direxion Daily S&P 500 Bear 3X SharesDirexion Daily S&P 500 Bear 3X Shares (SPXS)
0.15%0%2.28%6/29/2023
Invesco S&P 500 Low VolatilityInvesco S&P 500 Low Volatility (SPLV)
0.14%0%3.74%2/10/2022
Vanguard Mid-Cap ETFVanguard Mid-Cap ETF (VO)
0.12%0%24.16%10/5/2022
Invesco DB US Dollar Index Bullish FundInvesco DB US Dollar Index Bullish Fund (UUP)
0.08%0%3.1%11/10/2022
iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
0.07%0%3.1%11/10/2022
VIX Sep 23 FutureVIX Sep 23 Future (VIX.SEP)
0.01%0%0.27%8/15/2022

Exposure over time

Exposure by Sector

    Portfolio Time Machine

    Portfolio date
    InstrumentInvestedValue
    Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
    		31.46%34.21%
    Vanguard Short-Term Bond ETFVanguard Short-Term Bond ETF (BSV)
    		34.31%30.98%
    Vanguard Growth ETFVanguard Growth ETF (VUG)
    		9.85%11.41%
    Vanguard Value ETFVanguard Value ETF (VTV)
    		10.28%10.67%
    iShares Core MSCI Total International Stock ETFiShares Core MSCI Total International Stock ETF (IXUS)
    		7.21%6.49%

    Cash Exposure Over Time

    Cash Exposure % Over Time