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 2024-12-20,
increased position in
Lululemon Athletica Inc.
(LULU)
by 1%
from 9% to 10%.
On the 2024-12-20,
reduced position in
Meta Platforms, Inc.
(META)
by -5%
from 17% to 12%.
On the 2024-12-20,
increased position in
cash
by 3%
from 25% to 29%.
On the 2024-12-19,
reduced position in
Lululemon Athletica Inc.
(LULU)
by -2%
from 11% to 9%.
On the 2024-12-19,
reduced position in
Meta Platforms, Inc.
(META)
by -3%
from 20% to 17%.
On the 2024-12-19,
increased position in
cash
by 5%
from 20% to 25%.
Theme Global Macro
On the 2024-12-20,
reduced position in
Vanguard Real Estate Index Fund ETF Shares
(VNQ)
by -3%
from 10% to 7%.
On the 2024-12-20,
increased position in
SPDR Gold Shares
(GLD)
by 3%
from 39% to 42%.
On the 2024-12-20,
increased position in
Vanguard Short-Term Treasury Index Fund ETF Shares
(VGSH)
by 2%
from 5% to 7%.
On the 2024-12-20,
reduced position in
Invesco QQQ Trust
(QQQ)
by -2%
from 5% to 3%.
On the 2024-12-19,
reduced position in
Vanguard Real Estate Index Fund ETF Shares
(VNQ)
by -3%
from 14% to 10%.
On the 2024-12-19,
increased position in
Vanguard Short-Term Treasury Index Fund ETF Shares
(VGSH)
by 5%
from 0% to 5%.
On the 2024-12-19,
reduced position in
Invesco QQQ Trust
(QQQ)
by -2%
from 6% to 5%.
Theme Luxury
No major change recently.
Theme Big tech
On the 2024-12-19,
reduced position in
Amazon.com, Inc.
(AMZN)
by -3%
from 15% to 12%.
On the 2024-12-19,
increased position in
cash
by 3%
from 47% to 50%.
Theme US Banks
No major change recently.