ypfinance avatar

ypfinance
🇹🇼 Other Investor.
23 copiers.

Cash Allocation

Range

Highest Cash
March 11, 2022
Lowest Cash
May 3, 2022
Average Cash

Portfolio Diversification

Range

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

Most Consistent Holdings

Top 5

avatarVTI
99.91%
avatarVEA
99.91%
avatarVWO
99.91%
avatarBND
99.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
May 3, 2022
Lowest Exposure
March 11, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
98.54%

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)
45.28%0%99.91%2/1/2025
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
19.34%0%99.91%2/1/2025
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
17.67%0%99.91%2/1/2025
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
16.25%0%99.91%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)
    36.66%50.31%
    Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
    18.93%17.64%
    Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
    18.9%15.01%
    Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
    22.81%14.91%

    Cash Exposure Over Time

    Cash Exposure % Over Time