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InvestYo
🇧🇬 ETF Investor.
1 copier.

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 6, 2025
Lowest Cash
January 11, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
34 instruments
August 21, 2024
Least Diversified
0 instruments
February 2, 2025
Average
29.3 instruments

Most Consistent Holdings

Top 5

avatarT
99.87%
avatarVZ
99.87%
avatarBIDU
99.87%
avatarBATS.L
99.87%
avatarIMB.L
99.87%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 11, 2023
Lowest Exposure
March 6, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
30.98%
Communications
19.84%
Consumer Non Durables
19.73%
Retail Trade
8.45%
Health Technology
4.48%

Top Countries

Top 5

🇺🇸United States
22.06%
🇬🇧United Kingdom
18.91%
🇨🇳China
16.83%
🇭🇰Hong Kong
8%
🇧🇪Belgium
0.41%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
BATBAT (BATS.L)
11.34%10.76%99.87%-
China MobileChina Mobile (0941.HK)
8%7.61%99.87%-
AlibabaAlibaba (9988.HK)
7.12%8.77%99.87%-
Imperial BrandsImperial Brands (IMB.L)
6.4%6.9%99.87%-
VerizonVerizon (VZ)
5.96%5.89%99.87%-
AT&TAT&T (T)
5.88%7.03%99.87%-
ARK Fintech Innovation ETFARK Fintech Innovation ETF (ARKF)
5.24%4.12%99.87%-
ARK Innovation ETFARK Innovation ETF (ARKK)
5.08%4.15%99.87%-
ARK Genomic Revolution ETFARK Genomic Revolution ETF (ARKG)
4.97%2.98%99.87%-
ARK Next Generation Internet ETFARK Next Generation Internet ETF (ARKW)
4.94%3.98%99.87%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
4.47%4.14%99.87%-
ARK Autonomous Technology & Robotics ETFARK Autonomous Technology & Robotics ETF (ARKQ)
4.31%3.36%99.87%-
DouyuDouyu (DOYU)
4.07%2.13%99.87%-
ViatrisViatris (VTRS)
3.99%2.74%99.87%-
TencentTencent (0700.HK)
2.12%1.57%99.87%-
ZEPP HealthZEPP Health (ZEPP)
1.73%0.83%99.87%-
BaiduBaidu (BIDU)
1.72%1.03%99.87%-
ASOSASOS (ASC.L)
1.16%0.58%99.87%-
Warner Bros DiscoveryWarner Bros Discovery (WBD)
1.16%1.39%99.87%-
SimonSimon (SPG)
1.03%1.1%84.56%-
3M3M (MMM)
0.88%0.99%93.42%-
AltriaAltria (MO)
0.85%0.92%91.65%-
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
0.84%0.88%84.56%-
Philip MorrisPhilip Morris (PM)
0.73%0%74.81%10/28/2024
Alteryx Inc.Alteryx Inc. (AYX)
0.72%0%55.32%3/21/2024
Anheuser-BuschAnheuser-Busch (BUD)
0.41%0%11.01%3/31/2023
Brazil Index MSCI IsharesBrazil Index MSCI Ishares (EWZ)
0.39%2.17%39.37%-
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.38%1.02%50.51%-
Vanguard Short-Term Treasury Index FundVanguard Short-Term Treasury Index Fund (VGSH)
0.28%0.37%62.03%-
iShares 0-5 Year High Yield Corporate Bond ETFiShares 0-5 Year High Yield Corporate Bond ETF (SHYG)
0.23%0.37%53.42%-
CVS HealthCVS Health (CVS)
0.17%0.42%39.37%-
ShopifyShopify (SHOP)
0.14%0%21.52%6/23/2023
CamecoCameco (CCJ)
0.13%0.37%26.84%-
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.13%0.73%16.84%-
PfizerPfizer (PFE)
0.11%0.33%29.75%-
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
0.1%0.36%25.44%-
Zynerba Pharmaceuticals IncZynerba Pharmaceuticals Inc (ZYNE)
0.08%0%31.27%9/11/2023
MeituanMeituan (03690.HK)
0.07%0.09%89.11%-
SolventumSolventum (SOLV)
0.05%0.13%43.04%-
IntelIntel (INTC)
0.05%0%4.56%3/31/2023
NetflixNetflix (NFLX)
0.02%0%2.78%1/23/2023

Exposure over time

Exposure by Sector

  • ETFs
  • Communications
  • Consumer Non Durables
  • Retail Trade
  • Health Technology
  • Commercial Services
  • Other

Exposure by Country

  • United States
  • United Kingdom
  • China
  • Hong Kong
  • Belgium
  • Canada

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
BATBAT (BATS.L)
7.27%10.48%
China MobileChina Mobile (0941.HK)
2.88%7.5%
Imperial BrandsImperial Brands (IMB.L)
2.88%6.75%
AT&TAT&T (T)
5.21%6.27%
AlibabaAlibaba (9988.HK)
6.54%5.76%
VerizonVerizon (VZ)
4.6%5.42%
ARK Innovation ETFARK Innovation ETF (ARKK)
7.24%5.26%
ARK Next Generation Internet ETFARK Next Generation Internet ETF (ARKW)
4.89%5.02%
ARK Fintech Innovation ETFARK Fintech Innovation ETF (ARKF)
4.89%4.96%
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
2.39%4.66%
ARK Autonomous Technology & Robotics ETFARK Autonomous Technology & Robotics ETF (ARKQ)
3.45%4.18%
ViatrisViatris (VTRS)
3.16%3.85%
DouyuDouyu (DOYU)
9.49%3.46%
ARK Genomic Revolution ETFARK Genomic Revolution ETF (ARKG)
8.09%3.42%
Brazil Index MSCI IsharesBrazil Index MSCI Ishares (EWZ)
1.73%2.15%
Warner Bros DiscoveryWarner Bros Discovery (WBD)
1.61%1.49%
TencentTencent (0700.HK)
1.01%1.37%
SimonSimon (SPG)
0.58%1.23%
ASOSASOS (ASC.L)
2.88%1%
BaiduBaidu (BIDU)
1.44%1%
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.58%0.98%
3M3M (MMM)
0.58%0.93%
ZEPP HealthZEPP Health (ZEPP)
8.05%0.9%
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
0.58%0.87%
AltriaAltria (MO)
0.58%0.87%
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.58%0.75%
CamecoCameco (CCJ)
0.29%0.51%
iShares 0-5 Year High Yield Corporate Bond ETFiShares 0-5 Year High Yield Corporate Bond ETF (SHYG)
0.29%0.39%
Vanguard Short-Term Treasury Index FundVanguard Short-Term Treasury Index Fund (VGSH)
0.29%0.39%
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
0.29%0.38%
PfizerPfizer (PFE)
0.29%0.35%
CVS HealthCVS Health (CVS)
0.29%0.31%
SolventumSolventum (SOLV)
0%0.12%
MeituanMeituan (03690.HK)
0%0.08%

Cash Exposure Over Time

Cash Exposure % Over Time