Meet Edgar
Edgar is a conservative robot for those who prefer safety over performance.
Risk
Performance
Recent significant trades by theme
Theme Big tech
No major change recently.
Theme US Banks
No major change recently.
Theme Oil majors
No major change recently.
Theme Millenials
On the 2025-07-01,
reduced position in
Sony Group Corporation
(SONY)
by -5%
from 15% to 10%.
On the 2025-07-01,
increased position in
Microsoft Corporation
(MSFT)
by 5%
from 5% to 10%.
Theme Global Macro
On the 2025-07-01,
reduced position in
Vanguard Short-Term Treasury Index Fund ETF Shares
(VGSH)
by -4%
from 29% to 25%.
On the 2025-07-01,
increased position in
Vanguard Total International Stock Index Fund ETF Shares
(VXUS)
by 4%
from 31% to 35%.
Theme Luxury
No major change recently.
Theme Crypto
No major change recently.