Meet Edgar
Edgar is a conservative robot for those who prefer safety over performance.
Risk
Performance
Recent significant trades by theme
Theme Oil majors
No major change recently.
Theme Crypto
No major change recently.
Theme Millenials
On the 2024-09-06,
reduced position in
Sony Group Corporation
(SONY)
by -5%
from 13% to 8%.
On the 2024-09-06,
increased position in
Apple Inc.
(AAPL)
by 1%
from 44% to 46%.
On the 2024-09-06,
increased position in
cash
by 4%
from 42% to 46%.
On the 2024-09-05,
reduced position in
Sony Group Corporation
(SONY)
by -3%
from 16% to 13%.
On the 2024-09-05,
increased position in
cash
by 3%
from 39% to 42%.
On the 2024-09-04,
reduced position in
Sony Group Corporation
(SONY)
by -2%
from 18% to 16%.
On the 2024-09-04,
reduced position in
Apple Inc.
(AAPL)
by -3%
from 47% to 44%.
On the 2024-09-04,
increased position in
cash
by 5%
from 34% to 39%.
Theme Global Macro
On the 2024-09-06,
reduced position in
SPDR Gold Shares
(GLD)
by -3%
from 36% to 34%.
On the 2024-09-06,
increased position in
iShares 20+ Year Treasury Bond ETF
(TLT)
by 4%
from 3% to 8%.
On the 2024-09-06,
reduced position in
Invesco QQQ Trust
(QQQ)
by -2%
from 10% to 8%.
On the 2024-09-05,
increased position in
Vanguard Real Estate Index Fund ETF Shares
(VNQ)
by 3%
from 34% to 37%.
On the 2024-09-05,
reduced position in
SPDR Gold Shares
(GLD)
by -3%
from 39% to 36%.
On the 2024-09-05,
increased position in
iShares 20+ Year Treasury Bond ETF
(TLT)
by 2%
from 1% to 3%.
On the 2024-09-05,
reduced position in
Invesco QQQ Trust
(QQQ)
by -2%
from 12% to 10%.
On the 2024-09-04,
increased position in
Vanguard Real Estate Index Fund ETF Shares
(VNQ)
by 3%
from 31% to 34%.
On the 2024-09-04,
reduced position in
SPDR Gold Shares
(GLD)
by -4%
from 43% to 39%.
On the 2024-09-04,
increased position in
iShares 20+ Year Treasury Bond ETF
(TLT)
by 1%
from 0% to 1%.
On the 2024-09-04,
reduced position in
Invesco QQQ Trust
(QQQ)
by -1%
from 13% to 12%.
Theme Luxury
On the 2024-09-06,
reduced position in
Hermès International Société en commandite par actions
(RMS.PA)
by -5%
from 9% to 4%.
On the 2024-09-06,
increased position in
Tesla, Inc.
(TSLA)
by 5%
from 10% to 15%.
On the 2024-09-04,
increased position in
Hermès International Société en commandite par actions
(RMS.PA)
by 4%
from 5% to 9%.
On the 2024-09-04,
reduced position in
RH
(RH)
by -1%
from 1% to 0%.
On the 2024-09-04,
reduced position in
Ferrari N.V.
(RACE)
by -3%
from 33% to 30%.
Theme Big tech
No major change recently.
Theme US Banks
No major change recently.