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Lincy97
🇲🇾 ETF, Tech, and Financial Services 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
February 1, 2025
Lowest Cash
March 25, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
23 instruments
March 4, 2025
Least Diversified
16 instruments
November 29, 2023
Average
19.5 instruments

Most Consistent Holdings

Top 5

avatarAAPL
100%
avatarMSFT
100%
avatarAMZN
100%
avatarDIS
100%
avatarKO
100%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 25, 2023
Lowest Exposure
February 1, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
24.71%
ETFs
23.62%
Electronic Technology
22.69%
Technology Services
9.59%
Industrial Services
6.65%

Top Countries

Top 5

🇺🇸United States
66.69%
🇹🇼Taiwan
2.49%
🇨🇭Switzerland
0.22%
🇩🇪Germany
0.18%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Realty IncomeRealty Income (O)
20.01%13.9%100%-
AppleApple (AAPL)
19.35%16.59%100%-
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
17.66%14.36%100%-
ONEOKONEOK (OKE)
6.65%5.51%100%-
MicrosoftMicrosoft (MSFT)
6.61%9.07%100%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
5.06%8.12%100%-
VisaVisa (V)
2.56%3.02%100%-
TSMCTSMC (TSM)
2.49%4.68%100%-
Bank of AmericaBank of America (BAC)
1.92%2.16%94.52%-
Coca-ColaCoca-Cola (KO)
1.71%1.82%100%-
AdobeAdobe (ADBE)
1.64%0.44%91.41%-
DisneyDisney (DIS)
1.53%1.11%100%-
CostcoCostco (COST)
0.99%1.54%100%-
AmazonAmazon (AMZN)
0.81%1.14%100%-
AlphabetAlphabet (GOOG)
0.75%0.69%80.02%-
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
0.63%0.33%65.31%-
NVIDIANVIDIA (NVDA)
0.57%3.6%24.38%-
UnityUnity (U)
0.48%0%84.1%3/4/2025
OccidentalOccidental (OXY)
0.39%0.66%46.62%-
AMDAMD (AMD)
0.28%0.76%47.91%-
Invesco QQQInvesco QQQ (QQQ)
0.24%1.92%15.25%-
ChubbChubb (CB)
0.22%0.3%31.79%-
TeslaTesla (TSLA)
0.2%1.05%18.26%-
BASFBASF (BAS.DE)
0.18%0%30.61%10/20/2023
PayPalPayPal (PYPL)
0.16%0.12%100%-
NetflixNetflix (NFLX)
0.1%0%11.28%11/28/2023
ProShares Ultra VIX Short-Term Futures ETFProShares Ultra VIX Short-Term Futures ETF (UVXY)
0.02%0%4.62%6/22/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
AppleApple (AAPL)
11.49%20.01%
Realty IncomeRealty Income (O)
21.55%16.17%
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
20.03%15.67%
ONEOKONEOK (OKE)
3.96%7.59%
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
6.74%7.43%
MicrosoftMicrosoft (MSFT)
5.94%6.94%
TSMCTSMC (TSM)
1.98%2.81%
VisaVisa (V)
1.98%2.45%
Bank of AmericaBank of America (BAC)
1.82%2.27%
Coca-ColaCoca-Cola (KO)
1.98%1.88%
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
2.34%1.28%
DisneyDisney (DIS)
1.58%1.18%
AmazonAmazon (AMZN)
0.79%0.88%
OccidentalOccidental (OXY)
1.19%0.83%
ChubbChubb (CB)
0.79%0.74%
CostcoCostco (COST)
0.4%0.72%
AdobeAdobe (ADBE)
0.79%0.61%
AMDAMD (AMD)
0.83%0.59%
UnityUnity (U)
2.77%0.36%
PayPalPayPal (PYPL)
0.4%0.16%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments