ChaoyuanLee avatar

ChaoyuanLee
🇹🇼 Long/Short ETF and Indices 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
May 26, 2023
Lowest Cash
July 16, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
14 instruments
October 21, 2022
Least Diversified
1 instruments
November 9, 2024
Average
5.7 instruments

Most Consistent Holdings

Top 5

avatarLUNC
87.4%
avatarLUNA2
86.45%
avatarYINN
50.3%
avatarBABA
34.43%
avatarSPGI
22%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
July 16, 2024
Lowest Exposure
May 26, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
42.41%
Indexes
7.18%
Retail Trade
6.9%
Electronic Technology
2.39%
Forex
2.06%

Top Countries

Top 5

🇨🇳China
6.9%
🇺🇸United States
3.51%
🇹🇼Taiwan
2.34%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Direxion Daily FTSE China Bull 3X SharesDirexion Daily FTSE China Bull 3X Shares (YINN)
26.15%89.67%50.3%-
AlibabaAlibaba (BABA)
6.9%0%34.43%9/6/2024
2 year Treasury (Expiring Future)2 year Treasury (Expiring Future) (2yUS.FUT)
3.14%0%20.1%7/14/2023
10 year Treasury (Expiring Future)10 year Treasury (Expiring Future) (10yUS.FUT)
3.08%0%19.93%7/14/2023
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
2.87%0%10.27%8/8/2024
ProShares Ultra VIX Short-Term Futures ETFProShares Ultra VIX Short-Term Futures ETF (UVXY)
2.75%0%15.44%3/17/2025
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
2.51%0%17.43%7/22/2022
TSMCTSMC (TSM)
2.34%0%12.6%10/1/2024
United States Oil FundUnited States Oil Fund (USO)
1.92%0%20.97%9/22/2022
RobloxRoblox (RBLX)
1.64%0%6.82%1/3/2024
ProShares Short VIX Short-Term Futures ETFProShares Short VIX Short-Term Futures ETF (SVXY)
1.45%0%17.08%7/18/2022
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
1.42%0%17%9/26/2024
S&P GlobalS&P Global (SPGI)
1.22%0%22%9/22/2022
USD/JPYUSD/JPY (USDJPY)
0.98%0%15.44%3/25/2024
Direxion Daily Financial Bear 3X SharesDirexion Daily Financial Bear 3X Shares (FAZ)
0.67%0%4.23%9/26/2024
iShares Gold TrustiShares Gold Trust (IAU)
0.64%0%11.39%5/13/2022
ProShares UltraPro Short S&P 500ProShares UltraPro Short S&P 500 (SPXU)
0.64%0%11.73%2/1/2023
EUR/USDEUR/USD (EURUSD)
0.63%0%11.22%3/29/2024
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.59%0%5%10/2/2024
fabiancardona08fabiancardona08
0.46%0%4.14%4/27/2022
CarmensevillaCarmensevilla
0.46%0%4.06%4/26/2022
ProShares Short S&P500ProShares Short S&P500 (SH)
0.3%0%2.33%9/26/2024
TeslaTesla (TSLA)
0.29%0%5.52%4/12/2023
SPDR GoldSPDR Gold (GLD)
0.25%0%1.12%7/12/2023
ProShares UltraPro Short Dow30ProShares UltraPro Short Dow30 (SDOW)
0.24%0%4.31%2/17/2023
BitcoinBitcoin (BTC)
0.24%0%1.29%8/17/2023
Direxion Daily Semiconductors Bull 3x SharesDirexion Daily Semiconductors Bull 3x Shares (SOXL)
0.23%0%2.76%4/25/2023
JPN225 Index (Non Expiry)JPN225 Index (Non Expiry) (JPN225)
0.19%0%2.85%3/30/2023
Terra ClassicTerra Classic (LUNC)
0.18%0.18%87.4%-
Direxion Daily Semiconductor Bear 3X SharesDirexion Daily Semiconductor Bear 3X Shares (SOXS)
0.13%0%3.36%1/6/2023
NetflixNetflix (NFLX)
0.13%0%2.33%4/25/2023
iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
0.13%4.38%1.55%-
USD/CNHUSD/CNH (USDCNH)
0.11%0%2.67%11/10/2022
UPSUPS (UPS)
0.11%0%3.02%2/7/2022
USD/CADUSD/CAD (USDCAD)
0.08%0%3.8%2/16/2023
China A50 IndexChina A50 Index (China50.FUTURE)
0.07%0%2.07%9/16/2022
USD/CHFUSD/CHF (USDCHF)
0.07%0%3.11%11/11/2022
AUD/USDAUD/USD (AUDUSD)
0.07%0%3.28%3/15/2023
DJ30 Index (Non Expiry)DJ30 Index (Non Expiry) (DJ30)
0.06%0%1.47%3/21/2023
ARK Innovation ETFARK Innovation ETF (ARKK)
0.06%0%0.6%8/17/2023
GBP/USDGBP/USD (GBPUSD)
0.04%0%1.12%2/28/2023
IntelIntel (INTC)
0.04%0%0.95%3/28/2023
USD/SEKUSD/SEK (USDSEK)
0.04%0%1.81%11/10/2022
Real Estate Select Sector SPDRReal Estate Select Sector SPDR (XLRE)
0.03%0%0.95%3/14/2023
MetaMeta (META)
0.03%0%0.95%3/28/2023
IBMIBM (IBM)
0.03%0%0.86%3/13/2023
AUD/CADAUD/CAD (AUDCAD)
0.02%0%1.12%2/8/2023
Terra 2.0Terra 2.0 (LUNA2)
0.02%0.02%86.37%-
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.02%0%0.95%3/14/2023
NVIDIANVIDIA (NVDA)
0.02%0%0.95%3/28/2023
ChinaA50 Index (Non Expiry)ChinaA50 Index (Non Expiry) (CHINA50)
0.01%0%0.26%8/10/2023
AUD/NZDAUD/NZD (AUDNZD)
0.01%0%0.43%12/1/2022
EUR/GBPEUR/GBP (EURGBP)
0.01%0%0.69%1/18/2023
Invesco QQQInvesco QQQ (QQQ)
0.01%0%0.09%3/22/2023
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0%0%2.07%5/6/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Direxion Daily FTSE China Bull 3X SharesDirexion Daily FTSE China Bull 3X Shares (YINN)
98.79%98.7%
Terra ClassicTerra Classic (LUNC)
0.44%0.4%
Terra 2.0Terra 2.0 (LUNA2)
0.16%0.05%

Cash Exposure Over Time

Cash Exposure % Over Time