Poo Fund
Submitted by @Poo Man · 64 holdings · Total value: $30.4k
Overall score: 78/100 · Grade: B
Score breakdown
- Strength: 82/100 — quality and fundamentals of holdings
- Diversity: 80/100 — spread across sectors and asset types
- Exposure: 70/100 — balance and risk management
Analysis
The portfolio has a good mix of high-quality holdings, including several blue-chip stocks and well-established companies across diverse sectors, indicating strong potential for stable returns.
The portfolio is well-diversified across various sectors, with significant allocations to diversified ETFs that provide exposure to a broad range of underlying companies, which helps mitigate concentration risk.
The portfolio's risk exposure is balanced, with a reasonable amount of cash reserves and diversified asset classes; however, the presence of speculative holdings slightly impacts the overall risk profile.
Top holdings
- VWRP — Vanguard FTSE All-World ETF (33.6%, etf)
- VUSA — Vanguard S&P 500 ETF (29.9%, etf)
- GBP_CASH — Cash in GBP (19.4%, Cash & Equivalents)
- QMMF — JPMorgan Liquidity Funds - GBP Liquidity LVNAV Fund (2.4%, Cash & Equivalents)
- INTC — Intel Corporation (2.2%, Technology)