MalissaLws avatar

MalissaLws
🇬🇧 Multi-Strategy ETF 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
July 17, 2024
Lowest Cash
May 16, 2025
Average Cash

Portfolio Diversification

Range

Most Diversified
15 instruments
May 2, 2025
Least Diversified
0 instruments
February 2, 2025
Average
8.9 instruments

Most Consistent Holdings

Top 5

avatarMSFT
99.89%
avatarAMZN
99.89%
avatarVOW3.DE
99.89%
avatarSPY
99.89%
avatarBABA
99.78%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
May 16, 2025
Lowest Exposure
July 17, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
14.66%
Retail Trade
13.67%
Electronic Technology
9.77%
Technology Services
8.5%
Finance
1.45%

Top Countries

Top 5

🇺🇸United States
30.89%
🇨🇳China
2.45%
🇳🇱Netherlands
1.42%
🇩🇪Germany
0.77%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AmazonAmazon (AMZN)
11.22%11.78%99.89%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
6.99%7.87%99.89%-
MicrosoftMicrosoft (MSFT)
5.43%4.98%99.89%-
AppleApple (AAPL)
5.19%3.89%99.68%-
PIMCO Enhanced Short MaturityPIMCO Enhanced Short Maturity (MINT)
3.58%11.67%29.55%-
NVIDIANVIDIA (NVDA)
3.15%4.11%52.6%-
AlibabaAlibaba (BABA)
2.45%4.73%99.78%-
AdobeAdobe (ADBE)
1.61%0%23.59%8/10/2023
MetaMeta (META)
1.46%0%23.59%8/10/2023
Realty IncomeRealty Income (O)
1.45%6.76%29.22%-
ASMLASML (ASML)
1.42%4.6%29.22%-
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
1.39%4.7%29.22%-
VanEck Morningstar Wide Moat ETFVanEck Morningstar Wide Moat ETF (MOAT)
1.35%4.72%29.22%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
1.35%4.34%29.22%-
VolkswagenVolkswagen (VOW3.DE)
0.77%0.53%99.89%-
NextEraNextEra (NEE)
0.69%8.1%8.98%-
UnitedHealthUnitedHealth (UNH)
0.67%6.91%8.98%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
PIMCO Enhanced Short MaturityPIMCO Enhanced Short Maturity (MINT)
13.3%12.11%
AmazonAmazon (AMZN)
7.98%11.81%
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
5.32%7.63%
AppleApple (AAPL)
2.66%4.72%
ASMLASML (ASML)
5.32%4.7%
VanEck Morningstar Wide Moat ETFVanEck Morningstar Wide Moat ETF (MOAT)
5.32%4.68%
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
5.32%4.59%
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
5.32%4.56%
MicrosoftMicrosoft (MSFT)
2.66%4.32%
Realty IncomeRealty Income (O)
5.32%4.12%
NVIDIANVIDIA (NVDA)
3.99%3.45%
AlibabaAlibaba (BABA)
2.66%1.98%
VolkswagenVolkswagen (VOW3.DE)
1.33%0.62%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments