valargirov avatar

valargirov
🇧🇬 Diversified ETF Other Investor.
26 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 11, 2022
Lowest Cash
April 12, 2023
Average Cash

Portfolio Diversification

Range

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

Most Consistent Holdings

Top 5

avatarJNJ
99.85%
avatarAFL
99.85%
avatarNUE
99.85%
avatarED
99.85%
avatarUGI
99.85%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
April 12, 2023
Lowest Exposure
January 11, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
86%
Transportation
1.96%
Utilities
1.61%
Non Energy Minerals
1.17%
Health Technology
1.11%

Top Countries

Top 5

🇺🇸United States
9.64%
🇮🇪Ireland
0.36%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
43.09%44.61%99.85%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
41.37%43.37%99.85%-
Norfolk SouthernNorfolk Southern (NSC)
1.96%1.32%99.78%-
NucorNucor (NUE)
1.17%0.62%99.85%-
McDonald'sMcDonald's (MCD)
1.11%0.69%99.78%-
Duke EnergyDuke Energy (DUK)
0.84%0.58%99.78%-
AppleApple (AAPL)
0.81%0.66%99.78%-
ConEdConEd (ED)
0.77%0.46%99.85%-
Johnson & JohnsonJohnson & Johnson (JNJ)
0.75%0.49%99.85%-
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
0.7%0.5%99.85%-
AflacAflac (AFL)
0.62%0.49%99.85%-
ADMADM (ADM)
0.6%0.29%99.78%-
Philip MorrisPhilip Morris (PM.RTH)
0.44%0.36%99.78%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.43%0.21%99.85%-
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
0.4%0.22%99.63%-
MedtronicMedtronic (MDT.US)
0.36%0.22%99.78%-
Flowers FoodsFlowers Foods (FLO)
0.3%0.09%99.78%-
UGIUGI (UGI)
0.27%0.15%99.85%-

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)
48.03%47.59%
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
42.53%43.67%
Norfolk SouthernNorfolk Southern (NSC)
1.26%1.22%
McDonald'sMcDonald's (MCD)
0.67%0.75%
AppleApple (AAPL)
0.36%0.73%
NucorNucor (NUE)
0.31%0.61%
Duke EnergyDuke Energy (DUK)
0.58%0.56%
AflacAflac (AFL)
0.25%0.54%
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
0.57%0.46%
ConEdConEd (ED)
0.51%0.46%
Johnson & JohnsonJohnson & Johnson (JNJ)
0.57%0.42%
Philip MorrisPhilip Morris (PM.RTH)
0.26%0.31%
ADMADM (ADM)
0.27%0.26%
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
0.44%0.24%
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.61%0.23%
MedtronicMedtronic (MDT.US)
0.34%0.21%
Flowers FoodsFlowers Foods (FLO)
0.25%0.16%
UGIUGI (UGI)
0.23%0.15%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments