HaoNing avatar

HaoNing
🇦🇺 Macro Retail and ETF Investor.
132 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
July 6, 2023
Lowest Cash
January 1, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
24 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
18.5 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.64%
avatarBAC
99.64%
avatarBABA
99.64%
avatarVOOV
99.64%
avatarMETA
99.57%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 1, 2022
Lowest Exposure
July 6, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
34.82%
Technology Services
13.77%
Electronic Technology
11.26%
Retail Trade
10.54%
Finance
5.72%

Top Countries

Top 5

🇺🇸United States
44.31%
🇨🇳China
6.6%
🇨🇦Canada
1.46%
🇯🇵Japan
1.13%
🇩🇰Denmark
0.33%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 Value ETFVanguard S&P 500 Value ETF (VOOV)
16.79%17.04%99.64%-
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
13.68%18.09%83.19%-
MetaMeta (META)
9.06%11.65%99.57%-
AppleApple (AAPL)
6.65%7%99.64%-
AlibabaAlibaba (BABA)
6.6%6.83%99.64%-
Vanguard FTSE All-World ex-USVanguard FTSE All-World ex-US (VEU)
4.35%5.46%99.57%-
MicrosoftMicrosoft (MSFT)
3.72%3.04%99.57%-
NVIDIANVIDIA (NVDA)
3.38%4.72%80.7%-
AmazonAmazon (AMZN)
3.14%2.75%99.29%-
MastercardMastercard (MA)
2.93%2.34%99.57%-
Bank of AmericaBank of America (BAC)
2.38%2.41%99.64%-
McDonald'sMcDonald's (MCD)
1.97%1.55%99.29%-
DisneyDisney (DIS)
1.88%0%64.03%6/3/2025
Coca-ColaCoca-Cola (KO)
1.85%1.43%99.57%-
VerizonVerizon (VZ)
1.46%0%86.61%6/3/2025
AMDAMD (AMD)
1.22%0%34.47%5/25/2023
BarrickBarrick (B)
1.2%0%86.61%6/3/2025
NintendoNintendo (NTDOY)
1.13%1.97%59.47%-
GMGM (GM)
0.87%0%70.73%10/22/2024
WalmartWalmart (WMT)
0.8%0%21.65%11/15/2022
TeslaTesla (TSLA)
0.67%0%41.17%6/3/2025
AlphabetAlphabet (GOOG)
0.63%0%21.65%11/15/2022
Eli LillyEli Lilly (LLY)
0.46%0%12.61%6/27/2022
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.46%0%20.58%10/31/2022
VisaVisa (V)
0.41%0%21.65%11/15/2022
AdobeAdobe (ADBE)
0.36%0%15.88%8/15/2022
Novo-NordiskNovo-Nordisk (NVO)
0.33%1.15%20.01%-
ShopifyShopify (SHOP)
0.26%0%14.32%7/21/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
16.9%17.98%
Vanguard S&P 500 Value ETFVanguard S&P 500 Value ETF (VOOV)
18.92%17.86%
MetaMeta (META)
6.76%11.79%
AppleApple (AAPL)
3.38%7.31%
Vanguard FTSE All-World ex-USVanguard FTSE All-World ex-US (VEU)
6.76%4.96%
AlibabaAlibaba (BABA)
13.52%4.26%
NVIDIANVIDIA (NVDA)
1.69%4.04%
DisneyDisney (DIS)
3.38%3.17%
MicrosoftMicrosoft (MSFT)
1.69%3.09%
AmazonAmazon (AMZN)
1.69%3.05%
MastercardMastercard (MA)
1.69%2.63%
TeslaTesla (TSLA)
1.69%2.39%
Bank of AmericaBank of America (BAC)
1.69%2.28%
NintendoNintendo (NTDOY)
1.69%1.69%
McDonald'sMcDonald's (MCD)
1.69%1.68%
Coca-ColaCoca-Cola (KO)
1.69%1.48%
VerizonVerizon (VZ)
2.37%1.26%
BarrickBarrick (B)
1.69%0.93%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments