DoreenWang avatar

DoreenWang
🇹🇼 Crypto, ETF, and Other Investor.
3 copiers.

Cash Allocation

Range

Highest Cash
March 30, 2023
Lowest Cash
April 21, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
12 instruments
April 21, 2023
Least Diversified
0 instruments
February 2, 2025
Average
11.1 instruments

Most Consistent Holdings

Top 5

avatarVOO
99.91%
avatarLTC
99.91%
avatarBNB
99.91%
avatarQQQ
94.25%
avatarIHI
94.25%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
April 21, 2023
Lowest Exposure
March 30, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
73.68%
Cryptocurrencies
15.86%
Consumer Durables
7.34%
Health Technology
2.07%
Technology Services
0.68%

Top Countries

Top 5

🇺🇸United States
9.41%
🇩🇪Germany
0.68%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
21.58%0%99.91%2/1/2025
Invesco QQQInvesco QQQ (QQQ)
15.74%0%94.25%2/1/2025
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
15.15%0%94.25%2/1/2025
iShares U.S. Medical Devices ETFiShares U.S. Medical Devices ETF (IHI)
13.34%0%94.25%2/1/2025
Build and BuildBuild and Build (BNB)
11.53%0%99.91%2/1/2025
iShares Core Aggressive Allocation ETFiShares Core Aggressive Allocation ETF (AOA)
7.87%0%58.94%2/1/2025
TeslaTesla (TSLA)
7.34%0%44.25%5/26/2023
LitecoinLitecoin (LTC)
1.2%0%99.91%2/1/2025
Intuitive SurgicalIntuitive Surgical (ISRG)
1.2%0%5.66%3/3/2022
SolanaSolana (SOL)
1.12%0%94.25%2/1/2025
UniswapUniswap (UNI)
1.05%0%94.25%2/1/2025
IlluminaIllumina (ILMN)
0.87%0%5.66%3/3/2022
Delivery HeroDelivery Hero (DHER.DE)
0.68%0%5.66%3/3/2022
CurveCurve (CRV)
0.47%0%94.25%2/1/2025
AvalancheAvalanche (AVAX)
0.42%0%94.25%2/1/2025
EthereumEthereum (ETH)
0.07%0%27.74%2/1/2025

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)
      		15.5%20.83%
      Invesco QQQInvesco QQQ (QQQ)
      		15.5%17.17%
      Build and BuildBuild and Build (BNB)
      		15.62%16.47%
      Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
      		15.5%15.26%
      iShares Core Aggressive Allocation ETFiShares Core Aggressive Allocation ETF (AOA)
      		14.2%12.74%
      iShares U.S. Medical Devices ETFiShares U.S. Medical Devices ETF (IHI)
      		15.5%11.31%
      SolanaSolana (SOL)
      		1.55%2.24%
      UniswapUniswap (UNI)
      		1.55%1.55%
      LitecoinLitecoin (LTC)
      		1.55%1.07%
      AvalancheAvalanche (AVAX)
      		1.33%0.45%
      CurveCurve (CRV)
      		1.55%0.41%
      EthereumEthereum (ETH)
      		0.38%0.27%

      Cash Exposure Over Time

      Cash Exposure % Over Time