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OneChartist
🇸🇬 Software, Tech, and ETF Investor.
18 copiers.

Cash Allocation

Range

Highest Cash
January 5, 2022
Lowest Cash
January 25, 2025
Average Cash

Portfolio Diversification

Range

Most Diversified
53 instruments
January 25, 2025
Least Diversified
0 instruments
February 2, 2025
Average
37.3 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.91%
avatarMA
99.91%
avatarV
99.91%
avatarADBE
99.91%
avatarSPY
99.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 25, 2025
Lowest Exposure
January 5, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
22.4%
ETFs
11.17%
Electronic Technology
10.27%
Retail Trade
7.65%
Finance
6.99%

Top Countries

Top 5

🇺🇸United States
55.24%
🇨🇳China
3.04%
🇺🇾Uruguay
2.05%
🇳🇱Netherlands
1.32%
🇹🇼Taiwan
0.71%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MetaMeta (META)
5.42%0%99.73%2/1/2025
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
4.26%0%99.91%2/1/2025
AppleApple (AAPL)
4.06%0%99.91%2/1/2025
AdobeAdobe (ADBE)
3.56%0%99.91%2/1/2025
AmazonAmazon (AMZN)
3.37%0%99.82%2/1/2025
AlphabetAlphabet (GOOGL)
3.32%0%99.91%2/1/2025
BookingBooking (BKNG)
2.95%0%97.08%2/1/2025
Invesco QQQInvesco QQQ (QQQ)
2.91%0%99.36%2/1/2025
MicrosoftMicrosoft (MSFT)
2.65%0%99.36%2/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
2.44%0%97.63%2/1/2025
SalesforceSalesforce (CRM)
2.35%0%94.8%2/1/2025
NVIDIANVIDIA (NVDA)
2.33%0%72.26%2/1/2025
MercadoLibreMercadoLibre (MELI)
2.05%0%97.63%2/1/2025
ServiceNowServiceNow (NOW)
1.71%0%93.25%2/1/2025
MastercardMastercard (MA)
1.71%0%99.91%2/1/2025
VisaVisa (V)
1.58%0%99.91%2/1/2025
BlackRockBlackRock (BLK)
1.53%0%97.08%2/1/2025
AMDAMD (AMD)
1.5%0%96.08%2/1/2025
NikeNike (NKE)
1.49%0%93.25%2/1/2025
ASMLASML (ASML)
1.32%0%99.36%2/1/2025
DisneyDisney (DIS)
1.28%0%65.33%1/16/2024
VeevaVeeva (VEEV)
1.16%0%99%2/1/2025
CitiCiti (C)
1.15%0%87.5%2/1/2025
TencentTencent (0700.HK)
1.12%0%63.5%12/27/2023
McDonald'sMcDonald's (MCD)
1.1%0%83.21%2/1/2025
S&P GlobalS&P Global (SPGI)
1.09%0%60.49%1/8/2024
AlibabaAlibaba (9988.HK)
1.07%0%63.5%12/27/2023
T. Rowe PriceT. Rowe Price (TROW)
1.02%0%90.6%2/1/2025
iShares China Large-Cap ETFiShares China Large-Cap ETF (FXI)
0.91%0%32.03%2/1/2025
Estee LauderEstee Lauder (EL)
0.89%0%52.74%1/16/2024
iShares Semiconductor ETFiShares Semiconductor ETF (SOXX)
0.83%0%56.39%2/1/2025
Boston BeerBoston Beer (SAM)
0.82%0%88.78%1/3/2025
Ping AnPing An (2318.HK)
0.8%0%62.04%12/27/2023
TSMCTSMC (TSM)
0.71%0%97.45%2/1/2025
UnitedHealthUnitedHealth (UNH)
0.61%0%34.4%2/1/2025
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
0.57%0%61.5%2/1/2025
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.56%0%25.09%2/1/2025
FortinetFortinet (FTNT)
0.53%0%44.16%2/1/2025
Thermo FisherThermo Fisher (TMO)
0.5%0%45.44%2/1/2025
iShares U.S. Medical Devices ETFiShares U.S. Medical Devices ETF (IHI)
0.47%0%46.44%2/1/2025
LVMHLVMH (MC.PA)
0.42%0%14.78%2/1/2025
LululemonLululemon (LULU)
0.37%0%22.35%2/1/2025
PalantirPalantir (PLTR)
0.34%0%39.96%6/7/2023
Direxion Daily S&P 500 Bull 3XDirexion Daily S&P 500 Bull 3X (SPXL)
0.31%0%17.24%2/1/2025
Coca-ColaCoca-Cola (KO)
0.3%0%26.37%5/2/2023
MedpaceMedpace (MEDP)
0.3%0%34.4%2/1/2025
AutozoneAutozone (AZO)
0.29%0%28.74%2/1/2025
Lowe'sLowe's (LOW)
0.24%0%44.07%2/1/2025
Pool Corp.Pool Corp. (POOL)
0.22%0%45.44%2/1/2025
Vanguard Health Care ETFVanguard Health Care ETF (VHT)
0.21%0%9.31%4/19/2022
Palo Alto NetworksPalo Alto Networks (PANW)
0.18%0%31.2%2/1/2025
BroadcomBroadcom (AVGO)
0.16%0%17.24%2/1/2025
StarbucksStarbucks (SBUX)
0.16%0%9.76%10/2/2023
UltaUlta (ULTA)
0.16%0%15.6%2/1/2025
HersheyHershey (HSY)
0.12%0%15.24%3/4/2024
PepsiCoPepsiCo (PEP)
0.11%0%21.44%2/1/2025
SupermicroSupermicro (SMCI)
0.11%0%19.43%2/1/2025
CelsiusCelsius (CELH)
0.1%0%20.53%2/1/2025
Vanguard Small-Cap Growth ETFVanguard Small-Cap Growth ETF (VBK)
0.08%0%17.24%2/1/2025
Monster BeverageMonster Beverage (MNST)
0.07%0%17.24%2/1/2025
VertexVertex (VRTX)
0.04%0%9.49%10/7/2024
iShares US Aerospace & Defense ETFiShares US Aerospace & Defense ETF (ITA)
0.04%0%4.56%2/1/2025
WalmartWalmart (WMT)
0.03%0%5.66%4/4/2022
CostcoCostco (COST)
0.03%0%4.93%3/22/2022
Novo-NordiskNovo-Nordisk (NVO)
0.03%0%3.28%2/1/2025
IntelIntel (INTC)
0.03%0%1.46%2/18/2022
Qifu TechnologyQifu Technology (QFIN)
0.02%0%5.2%8/21/2024
VertexVertex (VERX)
0.02%0%1.55%5/27/2024
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.02%0%1.92%8/1/2023
CVS HealthCVS Health (CVS)
0.02%0%5.57%2/1/2025
Banco MacroBanco Macro (BMA)
0.02%0%2.55%11/18/2024
SPDR S&P Regional Banking ETFSPDR S&P Regional Banking ETF (KRE)
0.01%0%0.82%6/22/2023
Loar Holdings IncLoar Holdings Inc (LOAR)
0.01%0%2.83%12/19/2024
Tencent MusicTencent Music (TME)
0.01%0%2.19%8/1/2024
FlexFlex (FLEX)
0.01%0%1.37%7/17/2024
Lockheed MartinLockheed Martin (LMT)
0.01%0%0.36%1/4/2022
DatadogDatadog (DDOG)
0.01%0%1.19%5/27/2024
Urban OutfittersUrban Outfitters (URBN)
0.01%0%0.82%7/11/2024
Yum ChinaYum China (YUMC)
0%0%0.36%1/4/2022
EnphaseEnphase (ENPH)
0%0%1.09%10/23/2024
HCAHCA (HCA)
0%0%0.73%2/1/2025
AnnalyAnnaly (NLY)
0%0%0.64%11/6/2024
MeituanMeituan (03690.HK)
0%0%3.56%5/8/2023
ProgressiveProgressive (PGR)
0%0%0.46%1/29/2025
Monolithic PowerMonolithic Power (MPWR)
0%0%0.18%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      MetaMeta (META)
      		2.72%6.81%
      NVIDIANVIDIA (NVDA)
      		2.98%6.13%
      AppleApple (AAPL)
      		4.26%5.05%
      BookingBooking (BKNG)
      		2.9%4.51%
      SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
      		3.91%3.87%
      iShares China Large-Cap ETFiShares China Large-Cap ETF (FXI)
      		4.05%3.56%
      ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
      		3.47%3.34%
      LVMHLVMH (MC.PA)
      		4.63%3.16%
      AmazonAmazon (AMZN)
      		2.32%3.15%
      AlphabetAlphabet (GOOGL)
      		2.32%2.94%
      AdobeAdobe (ADBE)
      		4.18%2.93%
      MicrosoftMicrosoft (MSFT)
      		2.72%2.85%
      ServiceNowServiceNow (NOW)
      		1.56%2.5%
      LululemonLululemon (LULU)
      		2.32%2.29%
      MercadoLibreMercadoLibre (MELI)
      		1.74%2.22%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		1.74%2.02%
      SalesforceSalesforce (CRM)
      		1.56%1.91%
      Direxion Daily S&P 500 Bull 3XDirexion Daily S&P 500 Bull 3X (SPXL)
      		2.03%1.82%
      UnitedHealthUnitedHealth (UNH)
      		2.32%1.78%
      MastercardMastercard (MA)
      		1.56%1.75%
      BlackRockBlackRock (BLK)
      		1.74%1.7%
      CitiCiti (C)
      		1.56%1.7%
      VisaVisa (V)
      		1.44%1.56%
      BroadcomBroadcom (AVGO)
      		1.45%1.55%
      FortinetFortinet (FTNT)
      		1.16%1.51%
      McDonald'sMcDonald's (MCD)
      		1.74%1.42%
      Thermo FisherThermo Fisher (TMO)
      		1.74%1.33%
      NikeNike (NKE)
      		2.72%1.3%
      MedpaceMedpace (MEDP)
      		1.74%1.29%
      Invesco QQQInvesco QQQ (QQQ)
      		1.16%1.17%
      iShares U.S. Medical Devices ETFiShares U.S. Medical Devices ETF (IHI)
      		1.45%1.16%
      T. Rowe PriceT. Rowe Price (TROW)
      		1.74%1.16%
      UltaUlta (ULTA)
      		1.16%1.11%
      Boston BeerBoston Beer (SAM)
      		1.56%0.98%
      AutozoneAutozone (AZO)
      		1.16%0.98%
      Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
      		0.87%0.97%
      ASMLASML (ASML)
      		1.16%0.89%
      TSMCTSMC (TSM)
      		0.58%0.88%
      iShares US Aerospace & Defense ETFiShares US Aerospace & Defense ETF (ITA)
      		1.16%0.84%
      PepsiCoPepsiCo (PEP)
      		1.16%0.83%
      AMDAMD (AMD)
      		0.58%0.57%
      Palo Alto NetworksPalo Alto Networks (PANW)
      		0.58%0.56%
      SupermicroSupermicro (SMCI)
      		1.45%0.54%
      Lowe'sLowe's (LOW)
      		0.58%0.52%
      VeevaVeeva (VEEV)
      		0.58%0.51%
      Vanguard Small-Cap Growth ETFVanguard Small-Cap Growth ETF (VBK)
      		0.58%0.45%
      Monster BeverageMonster Beverage (MNST)
      		0.58%0.44%
      iShares Semiconductor ETFiShares Semiconductor ETF (SOXX)
      		0.58%0.43%
      CelsiusCelsius (CELH)
      		1.16%0.42%
      Novo-NordiskNovo-Nordisk (NVO)
      		0.58%0.41%
      Pool Corp.Pool Corp. (POOL)
      		0.58%0.41%
      CVS HealthCVS Health (CVS)
      		0.58%0.32%

      Cash Exposure Over Time

      Cash Exposure % Over Time