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

No major change recently.

Theme Crypto

No major change recently.

Theme Millenials

On the 2024-12-10, reduced position in NIKE, Inc. (NKE) by -1% from 4% to 3%.
On the 2024-12-10, increased position in Netflix, Inc. (NFLX) by 2% from 43% to 45%.
On the 2024-12-10, increased position in Meta Platforms, Inc. (META) by 2% from 6% to 8%.
On the 2024-12-10, reduced position in cash by -4% from 36% to 33%.
On the 2024-12-09, increased position in Lululemon Athletica Inc. (LULU) by 2% from 9% to 11%.
On the 2024-12-09, reduced position in NIKE, Inc. (NKE) by -2% from 6% to 4%.
On the 2024-12-09, increased position in Netflix, Inc. (NFLX) by 3% from 40% to 43%.
On the 2024-12-09, reduced position in cash by -3% from 39% to 36%.

Theme Global Macro

On the 2024-12-10, reduced position in Vanguard Real Estate Index Fund ETF Shares (VNQ) by -5% from 40% to 35%.
On the 2024-12-10, increased position in SPDR Gold Shares (GLD) by 5% from 28% to 33%.
On the 2024-12-09, reduced position in Vanguard Real Estate Index Fund ETF Shares (VNQ) by -5% from 45% to 40%.
On the 2024-12-09, increased position in SPDR Gold Shares (GLD) by 5% from 23% to 28%.

Theme Luxury

No major change recently.

Theme Big tech

No major change recently.

Theme US Banks

On the 2024-12-10, reduced position in U.S. Bancorp (USB) by -5% from 46% to 41%.
On the 2024-12-10, increased position in Wells Fargo & Company (WFC) by 5% from 0% to 5%.
On the 2024-12-09, reduced position in U.S. Bancorp (USB) by -4% from 50% to 46%.
On the 2024-12-09, increased position in cash by 4% from 46% to 50%.