CaelChuaJH avatar

CaelChuaJH
🇸🇬 Diversified ETF Other Investor.
6 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
November 7, 2023
Lowest Cash
November 11, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
20 instruments
December 5, 2023
Least Diversified
0 instruments
November 7, 2023
Average
10.5 instruments

Most Consistent Holdings

Top 5

avatarAXP
99.54%
avatarVOO
98.77%
avatarGOOG
96.31%
avatarMETA
94.46%
avatarQQQ
63.54%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 11, 2023
Lowest Exposure
November 7, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
84.84%
Technology Services
7.21%
Finance
2.61%
Retail Trade
1.88%
Consumer Non Durables
1.78%

Top Countries

Top 5

🇺🇸United States
12.59%
🇫🇷France
0.56%
🇨🇳China
0.43%
🇨🇦Canada
0.39%

Holdings over time

(Since November 7, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
70.44%77.34%98.77%-
Invesco QQQInvesco QQQ (QQQ)
5.18%8.27%63.54%-
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
3.81%0%34.77%6/24/2024
AlphabetAlphabet (GOOG)
3.7%4.53%96.31%-
MetaMeta (META)
2.89%4.21%94.46%-
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
2.8%0%34.62%6/24/2024
American ExpressAmerican Express (AXP)
2.19%2.65%99.54%-
AmazonAmazon (AMZN)
1.26%0%51.85%5/28/2025
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
1.16%0%33.54%6/24/2024
iShares S&P Small-Cap 600 Value ETFiShares S&P Small-Cap 600 Value ETF (IJS)
0.96%0%32.92%6/24/2024
MicrosoftMicrosoft (MSFT)
0.62%0%34.77%6/24/2024
LVMHLVMH (MC.PA)
0.56%0%34.62%6/24/2024
AlibabaAlibaba (BABA)
0.43%0%34.77%6/24/2024
CrocsCrocs (CROX)
0.42%1.11%46.77%-
LululemonLululemon (LULU)
0.39%0%31.54%6/24/2024
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
0.37%0%0.77%11/14/2023
EquinixEquinix (EQIX)
0.28%0%31.54%6/24/2024
PayPalPayPal (PYPL)
0.23%0%34.77%6/24/2024
NikeNike (NKE)
0.21%1.71%12.92%-
PepsiCoPepsiCo (PEP)
0.2%0%34%6/24/2024
CVS HealthCVS Health (CVS)
0.19%0%33.08%6/24/2024
StarbucksStarbucks (SBUX)
0.17%0%33.69%6/24/2024
MastercardMastercard (MA)
0.15%0%30.92%6/24/2024
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
0.12%0%0.77%11/14/2023
EnphaseEnphase (ENPH)
0.11%0%13.85%2/7/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
78.24%77.66%
Invesco QQQInvesco QQQ (QQQ)
8.32%8.16%
AlphabetAlphabet (GOOG)
4.8%4.69%
MetaMeta (META)
3.36%3.62%
American ExpressAmerican Express (AXP)
2.4%2.82%
AmazonAmazon (AMZN)
2.4%2.6%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments