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Globalneedsfund
🇬🇧 Value Software, Manufacturing, and Tech 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
April 22, 2025
Lowest Cash
February 1, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
15 instruments
November 19, 2024
Least Diversified
1 instruments
January 1, 2022
Average
6.5 instruments

Most Consistent Holdings

Top 5

avatar00257.HK
91.79%
avatar2318.HK
91.71%
avatar788.HK
82.23%
avatar00285.HK
80.88%
avatar0968.HK
63.51%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 1, 2023
Lowest Exposure
April 22, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Industrial Services
52.54%
Electronic Technology
13.44%
Finance
9.19%
Technology Services
4.52%
Communications
3.77%

Top Countries

Top 5

🇭🇰Hong Kong
53.52%
🇨🇳China
33.21%
🇮🇪Ireland
0.58%
🇺🇸United States
0.32%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
China Everbright EnvironmentChina Everbright Environment (00257.HK)
52.54%0%91.79%4/9/2025
Xinyi SolarXinyi Solar (0968.HK)
6.56%0%63.51%4/10/2025
Ping AnPing An (2318.HK)
6.49%15.99%91.71%-
BYD ElectronicBYD Electronic (00285.HK)
6.33%10.16%80.88%-
China TowerChina Tower (788.HK)
3.77%0%82.23%4/22/2025
TencentTencent (0700.HK)
2.95%13.5%51.42%-
ICBCICBC (1398.HK)
2.7%14.07%58.53%-
BYDBYD (01211.HK)
2.6%11.97%38.39%-
BaiduBaidu (BIDU)
1.24%0%17.38%4/4/2025
GeelyGeely (00175.HK)
0.99%13.37%19.19%-
PDD HoldingsPDD Holdings (PDD)
0.58%0%12.88%4/4/2025
XiaomiXiaomi (1810.HK)
0.55%9%16.67%-
AlphabetAlphabet (GOOG)
0.18%0%11.3%4/4/2025
MicrosoftMicrosoft (MSFT)
0.14%0%10.82%4/4/2025
HKG50 Index (Non Expiry)HKG50 Index (Non Expiry) (HKG50)
0.01%0%0.24%11/21/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
China Everbright EnvironmentChina Everbright Environment (00257.HK)
40.54%34.58%
BaiduBaidu (BIDU)
8.78%9.3%
Xinyi SolarXinyi Solar (0968.HK)
10.45%5.97%
PDD HoldingsPDD Holdings (PDD)
4.81%5.36%
BYDBYD (01211.HK)
2.72%3.27%
TencentTencent (0700.HK)
2.09%2.64%
GeelyGeely (00175.HK)
1.88%2.31%
Ping AnPing An (2318.HK)
2.09%2.26%
MicrosoftMicrosoft (MSFT)
1.67%2.09%
AlphabetAlphabet (GOOG)
1.25%1.56%
BYD ElectronicBYD Electronic (00285.HK)
0.21%0.27%
ICBCICBC (1398.HK)
0.21%0.27%
China TowerChina Tower (788.HK)
0.21%0.26%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments