DoreenWang avatar

DoreenWang
🇹🇼 Crypto, 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
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
11.2 instruments

Most Consistent Holdings

Top 5

avatarVOO
99.93%
avatarLTC
99.86%
avatarBNB
99.86%
avatarQQQ
95.52%
avatarSOL
95.52%

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
74.64%
Cryptocurrencies
17.11%
Consumer Durables
5.73%
Health Technology
1.61%
Transportation
0.53%

Top Countries

Top 5

🇺🇸United States
7.34%
🇩🇪Germany
0.53%
🇮🇱Israel
0.03%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
21.42%21.13%99.93%-
Invesco QQQInvesco QQQ (QQQ)
16.11%17.97%95.52%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
15.15%15.43%95.44%-
iShares U.S. Medical Devices ETFiShares U.S. Medical Devices ETF (IHI)
12.89%10.52%95.44%-
Build and BuildBuild and Build (BNB)
12.77%18.15%99.86%-
iShares Core Aggressive Allocation ETFiShares Core Aggressive Allocation ETF (AOA)
9.06%13.32%67.9%-
TeslaTesla (TSLA)
5.73%0%34.52%5/26/2023
SolanaSolana (SOL)
1.28%1.35%95.52%-
LitecoinLitecoin (LTC)
1.16%0.72%99.86%-
UniswapUniswap (UNI)
1%0.55%95.44%-
Intuitive SurgicalIntuitive Surgical (ISRG)
0.94%0%4.41%3/3/2022
IlluminaIllumina (ILMN)
0.68%0%4.41%3/3/2022
Delivery HeroDelivery Hero (DHER.DE)
0.53%0%4.41%3/3/2022
CurveCurve (CRV)
0.38%0%80.28%5/15/2025
AvalancheAvalanche (AVAX)
0.36%0%85.12%7/23/2025
EthereumEthereum (ETH)
0.15%0.57%43.56%-
eToro Group LTDeToro Group LTD (ETOR)
0.03%0%14.02%11/28/2025
AlphabetAlphabet (GOOGL)
0%0.26%1.21%-

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 & Instruments Over Time

Cash Exposure %

Number of Instruments