DalvinTeng avatar

DalvinTeng
🇲🇾 Growth Investor.
46 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
June 7, 2024
Lowest Cash
January 23, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
38 instruments
May 23, 2023
Least Diversified
0 instruments
February 2, 2025
Average
25.9 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.89%
avatarMSFT
99.89%
avatarBRK.B
99.89%
avatarLLY
99.89%
avatarQQQ
99.89%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 23, 2024
Lowest Exposure
June 7, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
18.76%
Electronic Technology
17.3%
Finance
16.72%
Health Technology
9.09%
Technology Services
7.92%

Top Countries

Top 5

🇺🇸United States
72.16%
🇬🇧United Kingdom
0.61%
🇮🇪Ireland
0.34%
🇱🇺Luxembourg
0.32%
🇩🇰Denmark
0.3%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Berkshire HathawayBerkshire Hathaway (BRK.B)
9.01%9.58%99.89%-
Invesco QQQInvesco QQQ (QQQ)
8.71%9%99.89%-
Eli LillyEli Lilly (LLY)
5.74%6.53%99.89%-
AppleApple (AAPL)
5.68%5.13%99.89%-
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
5.24%0%46.81%2/5/2025
UnitedHealthUnitedHealth (UNH)
4%5.46%82.35%-
NVIDIANVIDIA (NVDA)
3.62%5.95%90.09%-
MicrosoftMicrosoft (MSFT)
3.39%3.69%99.89%-
BroadcomBroadcom (AVGO)
3.22%7.89%56.72%-
Realty IncomeRealty Income (O)
3.22%0%43.28%1/23/2024
MastercardMastercard (MA)
3.21%6.25%72.67%-
CaterpillarCaterpillar (CAT)
3.06%0%71.07%9/25/2024
AMDAMD (AMD)
2.89%0%80.52%12/18/2024
VertexVertex (VRTX)
2%0%55.35%9/25/2024
CrowdstrikeCrowdstrike (CRWD)
1.91%6.85%38.5%-
Waste ManagementWaste Management (WM)
1.87%1.2%82.35%-
ARK Innovation ETFARK Innovation ETF (ARKK)
1.6%0%57.06%5/24/2024
McDonald'sMcDonald's (MCD)
1.58%0%48.06%3/6/2024
MetaMeta (META)
1.45%4.78%48.63%-
TeslaTesla (TSLA)
1.36%2.3%67.08%-
O'Reilly AutoO'Reilly Auto (ORLY)
1.33%0%48.29%2/6/2025
DeckersDeckers (DECK)
1.29%0%38.5%2/10/2025
PepsiCoPepsiCo (PEP)
1.12%0%43.51%1/25/2024
DeereDeere (DE)
1.1%0%41.23%1/22/2024
T-MobileT-Mobile (TMUS)
1.07%1.48%58.43%-
KLAKLA (KLAC)
1.07%0%22.1%12/18/2024
Texas PacificTexas Pacific (TPL)
1.01%4.95%17.08%-
AmazonAmazon (AMZN)
0.88%1.68%79.73%-
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
0.85%0%44.08%1/30/2024
AlphabetAlphabet (GOOG)
0.76%2.59%28.82%-
First Trust NASDAQ Cybersecurity ETFFirst Trust NASDAQ Cybersecurity ETF (CIBR)
0.73%0%18.45%6/15/2023
ChipotleChipotle (CMG)
0.61%0%29.84%1/7/2025
AristaArista (ANET)
0.57%0%42.6%2/28/2025
KraneShares CSI China InternetKraneShares CSI China Internet (KWEB)
0.55%0%43.17%1/22/2024
BookingBooking (BKNG)
0.51%4.26%13.33%-
AbbVieAbbVie (ABBV)
0.47%0%15.72%5/22/2023
BlackRockBlackRock (BLK)
0.36%0%43.51%1/25/2024
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
0.35%0%16.06%5/25/2023
TraneTrane (TT)
0.32%0%9.45%12/18/2024
SpotifySpotify (SPOT)
0.32%2.68%13.78%-
MedpaceMedpace (MEDP)
0.31%0%12.64%9/25/2024
Novo-NordiskNovo-Nordisk (NVO)
0.3%0%26.42%1/22/2024
LindeLinde (LIN)
0.28%1.19%39.07%-
HormelHormel (HRL)
0.27%0%16.06%5/25/2023
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
0.25%0%16.06%5/25/2023
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.25%0%2.51%1/23/2023
McKessonMcKesson (MCK)
0.23%0%25.06%9/25/2024
STAGSTAG (STAG)
0.23%0%3.53%2/2/2023
WalmartWalmart (WMT)
0.23%1.56%15.49%-
JPMorganJPMorgan (JPM)
0.22%1.56%15.49%-
Intuitive SurgicalIntuitive Surgical (ISRG)
0.22%2.01%13.9%-
HSBCHSBC (HSBA.L)
0.21%0%43.28%1/23/2024
TSMCTSMC (TSM)
0.2%0%6.15%2/11/2025
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
0.19%0%3.53%2/2/2023
LVMHLVMH (MC.PA)
0.17%0%14.92%6/1/2023
Arthur J. GallagherArthur J. Gallagher (AJG)
0.15%0%28.13%1/22/2024
MerckMerck (MRK)
0.13%0%27.79%1/22/2024
AstraZenecaAstraZeneca (AZN)
0.12%0%27.45%1/22/2024
DisneyDisney (DIS)
0.12%0%43.17%1/22/2024
CostcoCostco (COST)
0.1%0%4.9%4/18/2024
Waste ConnectionsWaste Connections (WCN)
0.1%0%11.39%4/14/2023
AmgenAmgen (AMGN)
0.09%0%2.85%2/16/2024
Hims & HersHims & Hers (HIMS)
0.08%0%1.94%2/28/2025
ProgressiveProgressive (PGR)
0.08%0.45%17.08%-
NetflixNetflix (NFLX)
0.07%0%2.28%1/7/2025
CignaCigna (CI)
0.06%0%2.73%2/16/2024
BoeingBoeing (BA)
0.05%0%16.06%5/25/2023
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
0.04%0%1.94%1/18/2023
VisaVisa (V)
0.04%0%2.51%1/23/2023
PalantirPalantir (PLTR)
0.03%0%1.82%2/28/2025
Quanta ServicesQuanta Services (PWR)
0.02%0%2.39%2/12/2025
Coca-ColaCoca-Cola (KO)
0.02%0%2.85%1/26/2023
HersheyHershey (HSY)
0.02%0%26.54%1/22/2024
EatonEaton (ETN)
0.01%0%1.59%2/5/2025
TJXTJX (TJX)
0.01%0%1.59%2/5/2025
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.01%0%1.94%1/18/2023
AonAon (AON)
0%0%0.91%5/30/2023
CHF/JPYCHF/JPY (CHFJPY)
0%0%0.11%3/8/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
14.65%10.67%
Berkshire HathawayBerkshire Hathaway (BRK.B)
7.05%8.84%
Invesco QQQInvesco QQQ (QQQ)
7.54%8.72%
BroadcomBroadcom (AVGO)
5.49%7.44%
UnitedHealthUnitedHealth (UNH)
10.23%6.68%
Eli LillyEli Lilly (LLY)
4.63%6.58%
AppleApple (AAPL)
2.69%6.32%
NVIDIANVIDIA (NVDA)
1.62%5.67%
CrowdstrikeCrowdstrike (CRWD)
6.19%5.02%
DeckersDeckers (DECK)
4.85%4.7%
MetaMeta (META)
5.38%4.02%
MicrosoftMicrosoft (MSFT)
2.69%3.32%
TeslaTesla (TSLA)
2.85%3.16%
TSMCTSMC (TSM)
4.39%3.09%
NetflixNetflix (NFLX)
4.31%3.04%
AlphabetAlphabet (GOOG)
3.34%2.83%
ChipotleChipotle (CMG)
3.4%2.56%
AmazonAmazon (AMZN)
1.88%1.73%
AristaArista (ANET)
1.29%1.57%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments