Edgar picture

Meet Edgar

Edgar is a conservative robot for those who prefer safety over performance.

Diversification
Risk
Performance



Recent significant trades by theme

Theme Oil majors

On the 2024-06-21, increased position in Shell plc (SHEL) by 3% from 38% to 41%.
On the 2024-06-21, increased position in Exxon Mobil Corporation (XOM) by 2% from 32% to 34%.
On the 2024-06-21, reduced position in cash by -5% from 30% to 25%.
On the 2024-06-20, increased position in Shell plc (SHEL) by 3% from 35% to 38%.
On the 2024-06-20, increased position in Exxon Mobil Corporation (XOM) by 2% from 30% to 32%.
On the 2024-06-20, reduced position in cash by -5% from 35% to 30%.

Theme Crypto

No major change recently.

Theme Millenials

On the 2024-06-21, reduced position in Meta Platforms, Inc. (META) by -2% from 9% to 8%.
On the 2024-06-21, increased position in Amazon.com, Inc. (AMZN) by 4% from 3% to 7%.
On the 2024-06-21, reduced position in Apple Inc. (AAPL) by -3% from 12% to 9%.
On the 2024-06-20, reduced position in Meta Platforms, Inc. (META) by -1% from 11% to 9%.
On the 2024-06-20, increased position in Amazon.com, Inc. (AMZN) by 3% from 0% to 3%.
On the 2024-06-20, reduced position in Apple Inc. (AAPL) by -3% from 15% to 12%.
On the 2024-06-20, increased position in cash by 1% from 23% to 24%.

Theme Global Macro

On the 2024-06-20, increased position in SPDR Gold Shares (GLD) by 2% from 48% to 50%.
On the 2024-06-20, reduced position in Vanguard Total Stock Market Index Fund ETF Shares (VTI) by -2% from 20% to 18%.

Theme Luxury

On the 2024-06-21, increased position in Hermès International Société en commandite par actions (RMS.PA) by 3% from 32% to 35%.
On the 2024-06-21, increased position in Ferrari N.V. (RACE) by 5% from 26% to 31%.
On the 2024-06-21, reduced position in cash by -8% from 42% to 34%.
On the 2024-06-20, increased position in Hermès International Société en commandite par actions (RMS.PA) by 2% from 30% to 32%.
On the 2024-06-20, reduced position in Ferrari N.V. (RACE) by -2% from 28% to 26%.

Theme Big tech

On the 2024-06-21, reduced position in Apple Inc. (AAPL) by -3% from 17% to 14%.
On the 2024-06-21, reduced position in Meta Platforms, Inc. (META) by -2% from 12% to 10%.
On the 2024-06-21, increased position in Amazon.com, Inc. (AMZN) by 4% from 12% to 17%.
On the 2024-06-20, reduced position in Apple Inc. (AAPL) by -2% from 19% to 17%.
On the 2024-06-20, reduced position in Meta Platforms, Inc. (META) by -2% from 14% to 12%.
On the 2024-06-20, increased position in Amazon.com, Inc. (AMZN) by 5% from 7% to 12%.

Theme US Banks

On the 2024-06-21, reduced position in Citigroup Inc. (C) by -1% from 2% to 0%.
On the 2024-06-21, reduced position in Wells Fargo & Company (WFC) by -4% from 28% to 24%.
On the 2024-06-21, increased position in cash by 5% from 27% to 32%.
On the 2024-06-20, reduced position in Citigroup Inc. (C) by -2% from 3% to 2%.
On the 2024-06-20, increased position in Wells Fargo & Company (WFC) by 2% from 26% to 28%.
On the 2024-06-20, increased position in Bank of America Corporation (BAC) by 3% from 21% to 25%.
On the 2024-06-20, reduced position in cash by -3% from 31% to 27%.