A822147 avatar

A822147
🇹🇼 ETF and Other Investor.
2 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
October 22, 2022
Lowest Cash
October 24, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
10 instruments
March 9, 2022
Least Diversified
4 instruments
December 12, 2024
Average
7.2 instruments

Most Consistent Holdings

Top 5

avatarVOO
98.77%
avatarEVR.L
98%
avatarTLT
88.63%
avatarAOA
80.11%
avatarVT.US
76.57%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
October 24, 2023
Lowest Exposure
October 22, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
84.98%
Transportation
2.94%
Consumer Durables
2.18%
Non Energy Minerals
1.26%

Top Countries

Top 5

🇬🇧United Kingdom
4.21%
🇯🇵Japan
1.28%
🇩🇪Germany
0.9%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
18.82%14.47%98.77%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
18.6%0%88.63%4/1/2025
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
13.75%0%76.57%8/7/2025
iShares Core Aggressive Allocation ETFiShares Core Aggressive Allocation ETF (AOA)
12.75%0%80.11%12/11/2024
iShares Preferred & Income SeciShares Preferred & Income Sec (PFF)
6.22%0%59.6%12/11/2024
Invesco QQQInvesco QQQ (QQQ)
4.49%28.48%18.2%-
MobicoMobico (MCG.L)
2.94%0%35.56%5/4/2023
iShares Short Treasury Bond ETFiShares Short Treasury Bond ETF (SHV)
2.26%17.04%12.29%-
iShares Core 10+ Year USD Bond ETFiShares Core 10+ Year USD Bond ETF (ILTB)
2.08%0%21.2%10/16/2022
iShares Core Growth Allocation ETFiShares Core Growth Allocation ETF (AOR)
2.08%0%21.51%10/21/2022
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
2%0%13.75%5/4/2023
iShares Core U.S. Aggregate Bond ETFiShares Core U.S. Aggregate Bond ETF (AGG)
1.3%0%20.43%10/6/2022
NintendoNintendo (NTDOY)
1.28%0%30.49%5/4/2023
Evraz PLCEvraz PLC (EVR.L)
1.26%0.83%98%-
BMWBMW (BMW.DE)
0.9%0%30.95%3/9/2023
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.54%3.48%13.98%-
ARK Next Generation Internet ETFARK Next Generation Internet ETF (ARKW)
0.1%0%1.61%1/21/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
40.49%36.47%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
15.16%20.08%
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
15.29%18.7%
Evraz PLCEvraz PLC (EVR.L)
4.48%1.17%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments