HSIEHYUTING avatar

HSIEHYUTING
🇹🇼 Financial Services, 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
June 15, 2023
Lowest Cash
June 16, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
14 instruments
June 27, 2024
Least Diversified
0 instruments
February 2, 2025
Average
7 instruments

Most Consistent Holdings

Top 5

avatarBTC
77.13%
avatarETH
77.13%
avatarAOA
74.37%
avatarQQQ
37.38%
avatarSOXX
37.38%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
June 16, 2023
Lowest Exposure
June 15, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
24.7%
Finance
4.96%
Cryptocurrencies
4.39%
Technology Services
2.84%
Electronic Technology
1.8%

Top Countries

Top 5

🇺🇸United States
10.05%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
steveli1029steveli1029
31.95%0%99.76%7/23/2025
YINTENGYINTENG
28.5%0%62.54%4/3/2024
iShares Core Aggressive Allocation ETFiShares Core Aggressive Allocation ETF (AOA)
11.1%12.38%74.37%-
Invesco QQQInvesco QQQ (QQQ)
5.75%13.57%37.38%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
4.96%12.68%34.62%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
4.78%13.09%34.62%-
iShares Semiconductor ETFiShares Semiconductor ETF (SOXX)
3.07%6.83%37.38%-
EthereumEthereum (ETH)
2.94%0.3%77.13%-
NVIDIANVIDIA (NVDA)
1.8%7.83%34.62%-
BitcoinBitcoin (BTC)
1.45%0.56%77.13%-
MetaMeta (META)
1.06%3.23%34.62%-
MicrosoftMicrosoft (MSFT)
0.9%2.62%34.62%-
AlphabetAlphabet (GOOG)
0.88%2.39%34.62%-
UFP TechnologiesUFP Technologies (UFPT)
0.45%0%14.59%11/11/2024
Grail IncGrail Inc (GRAL)
0%0%0%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
steveli1029steveli1029
11.2%22.34%
Invesco QQQInvesco QQQ (QQQ)
15.42%14.08%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
15.42%13.84%
Berkshire HathawayBerkshire Hathaway (BRK.B)
15.42%13.63%
iShares Core Aggressive Allocation ETFiShares Core Aggressive Allocation ETF (AOA)
15.45%12.85%
NVIDIANVIDIA (NVDA)
7.53%7.06%
iShares Semiconductor ETFiShares Semiconductor ETF (SOXX)
9.25%6.96%
MetaMeta (META)
3.08%3.03%
AlphabetAlphabet (GOOG)
3.08%2.71%
MicrosoftMicrosoft (MSFT)
3.08%2.5%
BitcoinBitcoin (BTC)
0.46%0.5%
EthereumEthereum (ETH)
0.4%0.31%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments