PHBulka avatar

PHBulka
🇨🇭 Income Other, ETF, 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
January 3, 2025
Lowest Cash
March 3, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
63 instruments
October 12, 2024
Least Diversified
3 instruments
February 14, 2024
Average
39.2 instruments

Most Consistent Holdings

Top 5

avatarVOO
98.6%
avatarQQQ
97.02%
avatarBLK
93.86%
avatarTMUS
88.07%
avatarBRK.B
85.79%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 3, 2024
Lowest Exposure
January 3, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
39.17%
Electronic Technology
12.34%
Finance
11.73%
Technology Services
7.01%
Retail Trade
4.86%

Top Countries

Top 5

🇺🇸United States
37.95%
🇨🇳China
3.14%
🇬🇧United Kingdom
2.21%
🇫🇷France
0.82%
🇹🇼Taiwan
0.49%

Holdings over time

(Since February 14, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
6.03%5.27%98.6%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
5.55%0%85.79%7/16/2025
Invesco QQQInvesco QQQ (QQQ)
4.37%4.45%97.02%-
SPDR GoldSPDR Gold (GLD)
4.06%12.91%42.28%-
AI-RevolutionAI-Revolution
3.44%0%29.65%8/2/2024
Magnificent-7Magnificent-7
2.66%0%21.58%2/24/2025
T-MobileT-Mobile (TMUS)
2.52%4.34%88.07%-
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
2.39%6.48%40.18%-
AlphabetAlphabet (GOOG)
2.35%0%54.74%1/2/2025
BlackRockBlackRock (BLK)
2.32%4.14%93.86%-
NVIDIANVIDIA (NVDA)
2.32%0%54.74%1/2/2025
GEGE (GE)
2.2%2%69.65%-
StanleyDruck13FStanleyDruck13F
2.19%0%23.86%8/2/2024
BigTechBigTech
2.02%0%14.39%5/6/2024
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
1.97%0%22.81%4/7/2025
AppleApple (AAPL)
1.95%0%54.74%1/2/2025
XiaomiXiaomi (1810.HK)
1.93%2.3%84.56%-
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
1.91%1.55%70.7%-
WalmartWalmart (WMT)
1.89%0%71.4%7/21/2025
MicrosoftMicrosoft (MSFT)
1.89%0%54.74%1/2/2025
SPDR EURO STOXX 50 ETFSPDR EURO STOXX 50 ETF (FEZ)
1.84%5.66%38.77%-
AmazonAmazon (AMZN)
1.66%0%53.33%1/2/2025
iShares Gold TrustiShares Gold Trust (IAU)
1.59%5.75%28.25%-
iShares Silver TrustiShares Silver Trust (SLV)
1.55%3.87%42.28%-
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
1.49%5.04%53.68%-
Rolls-RoyceRolls-Royce (RR.L)
1.39%4.79%65.79%-
thomaspjthomaspj
1.35%0%33.86%8/28/2024
iShares MSCI ACWI Index FundiShares MSCI ACWI Index Fund (ACWI)
1.31%2.77%65.44%-
MetaMeta (META)
1.3%0%57.02%4/7/2025
ValueGurusValueGurus
1.08%0%12.63%5/30/2024
NasdaqNasdaq (NDAQ)
1.06%0%27.89%4/7/2025
GMGM (GM)
1.02%0%50.18%1/2/2025
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
1%2.2%71.23%-
CostcoCostco (COST)
0.96%0.54%67.02%-
Invesco S&P 500 Low VolatilityInvesco S&P 500 Low Volatility (SPLV)
0.87%2.9%39.82%-
Vanguard Information TechnologyVanguard Information Technology (VGT)
0.76%0%57.89%1/30/2025
JPMorganJPMorgan (JPM)
0.75%0%52.81%1/2/2025
BroadcomBroadcom (AVGO)
0.7%0%43.33%2/27/2025
NetflixNetflix (NFLX)
0.66%0%50.18%1/2/2025
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.65%0%11.05%3/7/2025
Eli LillyEli Lilly (LLY)
0.62%0%37.89%1/2/2025
BYDBYD (01211.HK)
0.61%0%55.96%4/7/2025
iShares Semiconductor ETFiShares Semiconductor ETF (SOXX)
0.59%0%26.32%2/28/2025
Vanguard Short-Term CorporateVanguard Short-Term Corporate (VCSH)
0.57%2.01%28.25%-
L'OréalL'Oréal (OR.PA)
0.56%0%25.26%7/10/2024
Vanguard Financials ETFVanguard Financials ETF (VFH)
0.52%0%13.33%4/7/2025
TSMCTSMC (TSM)
0.49%0%32.11%2/27/2025
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
0.47%1.82%26.84%-
BATBAT (BATS.L)
0.46%2.1%30.7%-
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.46%0%32.46%1/2/2025
UnitedHealthUnitedHealth (UNH)
0.46%0%27.37%1/2/2025
UBSUBS (UBS)
0.43%0%30.35%4/7/2025
Schwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Growth ETF (SCHG)
0.43%1.75%31.23%-
Interactive BrokersInteractive Brokers (IBKR)
0.43%0%44.39%3/31/2025
CPHequitiesCPHequities
0.42%0%8.77%5/7/2024
TeslaTesla (TSLA)
0.41%0%27.54%2/10/2025
Coca-ColaCoca-Cola (KO)
0.41%0%58.25%7/21/2025
Charles SchwabCharles Schwab (SCHW)
0.4%1.58%31.23%-
McDonald'sMcDonald's (MCD)
0.4%0%41.75%7/21/2025
JeppeKirkBondeJeppeKirkBonde
0.39%0%8.25%5/8/2024
iShares EUR High Yield Corp Bond UCITS ETFiShares EUR High Yield Corp Bond UCITS ETF (EUNW.DE)
0.37%1.65%24.39%-
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
0.35%0%26.32%7/23/2024
MicronMicron (MU)
0.35%0%21.93%8/14/2024
Bank of AmericaBank of America (BAC)
0.34%0%24.56%1/2/2025
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
0.34%1.65%24.21%-
iShares MSCI Eurozone ETFiShares MSCI Eurozone ETF (EZU)
0.34%2%17.19%-
AstraZenecaAstraZeneca (AZN.L)
0.33%0%33.68%11/6/2024
VertexVertex (VRTX)
0.32%0%21.05%9/27/2024
TencentTencent (0700.HK)
0.3%0%41.23%4/7/2025
Consumer Discret Select Sector SPDRConsumer Discret Select Sector SPDR (XLY)
0.3%0%8.6%2/24/2025
General DynamicsGeneral Dynamics (GD)
0.27%0%22.98%12/12/2024
DellDell (DELL)
0.27%0%19.65%1/2/2025
AlibabaAlibaba (BABA)
0.27%0%26.67%1/2/2025
iShares Core 1-5 Year USD Bond ETFiShares Core 1-5 Year USD Bond ETF (ISTB)
0.25%1.01%26.32%-
Xtrackers Switzerland UCITS ETFXtrackers Switzerland UCITS ETF (XSMI.DE)
0.23%1.38%18.25%-
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
0.23%0%8.25%1/28/2025
TotalEnergiesTotalEnergies (TTE.PA)
0.21%0%33.51%10/29/2024
FordFord (F)
0.21%0%25.61%8/14/2024
Royal CaribbeanRoyal Caribbean (RCL)
0.2%0%22.11%1/2/2025
Vanguard Mid-Cap ETFVanguard Mid-Cap ETF (VO)
0.2%0%28.6%1/2/2025
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
0.2%0%28.6%1/2/2025
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
0.2%1.08%19.65%-
Vanguard FTSE North America UCITS ETFVanguard FTSE North America UCITS ETF (VNRT.DE)
0.2%1.05%19.65%-
ChevronChevron (CVX)
0.19%0%55.79%1/2/2025
Vanguard FTSE All World High Dividend Yield UCITS ETFVanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE)
0.19%1.02%19.65%-
ThomasRoddyThomasRoddy
0.19%0%6.14%5/7/2024
SPDR S&P Biotech ETFSPDR S&P Biotech ETF (XBI)
0.18%0%29.82%1/2/2025
Vanguard FTSE All-World ex-USVanguard FTSE All-World ex-US (VEU)
0.17%0.94%19.12%-
ToyotaToyota (TM)
0.15%0%9.65%5/13/2024
CitiCiti (C)
0.15%0%22.11%1/2/2025
EncavisEncavis (ECV.DE)
0.14%0%16.67%6/18/2024
Realty IncomeRealty Income (O)
0.14%0.53%27.19%-
AirbusAirbus (AIR.PA)
0.14%0.85%18.42%-
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
0.14%0%15.26%7/23/2024
Lockheed MartinLockheed Martin (LMT)
0.12%0%24.91%1/2/2025
CredoCredo (CRDO)
0.11%0%11.75%12/3/2024
AdobeAdobe (ADBE)
0.11%0%14.56%10/25/2024
triangulacapitaltriangulacapital
0.11%0%2.46%5/7/2024
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.1%0%4.21%3/22/2024
iShares China Large-Cap ETFiShares China Large-Cap ETF (FXI)
0.1%0%20.18%4/7/2025
CarnivalCarnival (CCL)
0.09%0%15.96%1/2/2025
iShares MSCI All Country Asia ex Japan ETFiShares MSCI All Country Asia ex Japan ETF (AAXJ)
0.09%0%7.72%4/9/2025
iShares MSCI Hong Kong ETFiShares MSCI Hong Kong ETF (EWH)
0.09%0%12.63%7/8/2024
ExxonMobilExxonMobil (XOM)
0.09%0%10.35%6/18/2024
McKessonMcKesson (MCK)
0.08%0%15.26%8/16/2024
MSCIMSCI (MSCI)
0.08%0%15.26%7/23/2024
Novo NordiskNovo Nordisk (NOVO-B.CO)
0.07%0%7.19%4/18/2024
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.07%0%2.63%3/22/2024
PalantirPalantir (PLTR)
0.07%0%9.65%1/2/2025
BitcoinBitcoin (BTC)
0.06%0%1.75%4/2/2024
Communication Services Select Sector SPDR FundCommunication Services Select Sector SPDR Fund (XLC)
0.06%0%15.96%1/2/2025
BlackBerryBlackBerry (BB)
0.06%0.21%26.84%-
Wells FargoWells Fargo (WFC)
0.06%0%9.65%1/2/2025
MotorolaMotorola (MSI)
0.05%0%14.91%1/2/2025
IBMIBM (IBM)
0.05%0%6.49%4/26/2024
ShopifyShopify (SHOP)
0.04%0%4.91%4/11/2024
SamsungSamsung (SMSN.L)
0.04%0%3.33%5/30/2024
FedExFedEx (FDX)
0.04%0%15.96%1/2/2025
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.04%0%15.96%1/2/2025
AlibabaAlibaba (9988.HK)
0.04%0%3.33%3/31/2025
PfizerPfizer (PFE)
0.04%0%3.16%8/16/2024
United AirlinesUnited Airlines (UAL)
0.04%0%9.65%1/2/2025
Dassault AviationDassault Aviation (AM.PA)
0.03%0%3.33%4/7/2025
eToro Group LTDeToro Group LTD (ETOR)
0.03%0%2.28%5/27/2025
RobinhoodRobinhood (HOOD)
0.03%0%1.93%3/31/2025
Philip MorrisPhilip Morris (PM)
0.03%0.25%10.7%-
Fidelity Nasdaq Composite InFidelity Nasdaq Composite In (ONEQ)
0.03%0%1.93%5/3/2024
BarclaysBarclays (BCS)
0.03%0%2.46%4/7/2025
SupermicroSupermicro (SMCI)
0.03%0%2.11%3/20/2024
VistraVistra (VST)
0.02%0%2.81%6/6/2024
BoeingBoeing (BA)
0.02%0%2.28%6/18/2024
Dick'sDick's (DKS)
0.02%0%6.49%1/2/2025
e.l.f.e.l.f. (ELF)
0.02%0%7.72%5/3/2024
SeagateSeagate (STX.US)
0.02%0%5.61%10/29/2024
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
0.02%0%6.49%1/2/2025
VolkswagenVolkswagen (VOW3.DE)
0.02%0%5.44%10/29/2024
CoupangCoupang (CPNG)
0.02%0%4.91%6/18/2024
LucidLucid (LCID)
0.02%0%5.61%6/6/2025
OppFiOppFi (OPFI)
0.02%0%3.33%4/7/2025
Enterprise ProductsEnterprise Products (EPD)
0.02%0%3.33%4/7/2025
DXPDXP (DXPE)
0.02%0%3.33%4/7/2025
Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
0.02%0%1.4%3/7/2025
PepsiCoPepsiCo (PEP)
0.02%0%6.32%11/8/2024
Invesco China Technology ETFInvesco China Technology ETF (CQQQ)
0.02%0%1.4%3/25/2025
ChubbChubb (CB)
0.01%0%1.58%5/30/2024
DJ30 Index (Non Expiry)DJ30 Index (Non Expiry) (DJ30)
0.01%0%0.7%3/4/2024
LVMHLVMH (MC.PA)
0.01%0%4.74%10/30/2024
EUSTX50 Index (Non Expiry)EUSTX50 Index (Non Expiry) (EUSTX50)
0.01%0%0.35%1/30/2025
Norwegian Cruise LineNorwegian Cruise Line (NCLH)
0.01%0%1.75%11/18/2024
LenovoLenovo (0992.HK)
0.01%0%4.56%4/7/2025
Trip.comTrip.com (TCOM.CH)
0.01%0%3.86%10/25/2024
Applied MaterialsApplied Materials (AMAT)
0.01%0%2.46%10/25/2024
TeslaTesla (TSLA.RTH)
0.01%0%0.53%4/26/2024
Energy Select Sector SPDREnergy Select Sector SPDR (XLE)
0.01%0%1.23%5/3/2024
GreenbullInvestGreenbullInvest
0.01%0%0.18%3/19/2024
RaytheonRaytheon (RTX)
0.01%0%1.05%4/22/2025
Reddit IncReddit Inc (RDDT)
0.01%0%0.35%3/28/2024
American ExpressAmerican Express (AXP)
0.01%0%2.81%6/6/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
6.3%6.05%
Berkshire HathawayBerkshire Hathaway (BRK.B)
6.29%5.73%
AlphabetAlphabet (GOOG)
4.74%5.01%
AppleApple (AAPL)
4.51%4.98%
WalmartWalmart (WMT)
4.28%4.76%
GEGE (GE)
4.88%4.38%
AmazonAmazon (AMZN)
3.96%4.2%
NVIDIANVIDIA (NVDA)
4.23%4.11%
Invesco QQQInvesco QQQ (QQQ)
3.97%3.9%
GMGM (GM)
3.24%3.25%
XiaomiXiaomi (1810.HK)
2.37%3.19%
T-MobileT-Mobile (TMUS)
2.95%2.98%
BroadcomBroadcom (AVGO)
2.04%2.64%
NetflixNetflix (NFLX)
2.38%2.64%
MetaMeta (META)
2.39%2.61%
MicrosoftMicrosoft (MSFT)
2.75%2.46%
BlackRockBlackRock (BLK)
2.34%2.33%
TSMCTSMC (TSM)
1.89%1.93%
CostcoCostco (COST)
1.9%1.93%
NasdaqNasdaq (NDAQ)
2.17%1.92%
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
2%1.84%
JPMorganJPMorgan (JPM)
1.73%1.79%
TeslaTesla (TSLA)
1.33%1.78%
Interactive BrokersInteractive Brokers (IBKR)
1.38%1.47%
iShares MSCI ACWI Index FundiShares MSCI ACWI Index Fund (ACWI)
1.5%1.36%
Vanguard Information TechnologyVanguard Information Technology (VGT)
1.33%1.32%
Bank of AmericaBank of America (BAC)
1.35%1.32%
Royal CaribbeanRoyal Caribbean (RCL)
1.17%1.23%
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
1.28%1.22%
McDonald'sMcDonald's (MCD)
1.33%1.2%
BYDBYD (01211.HK)
1.21%1.19%
UBSUBS (UBS)
1.34%1.17%
Rolls-RoyceRolls-Royce (RR.L)
1.25%1.16%
CarnivalCarnival (CCL)
0.8%0.81%
PalantirPalantir (PLTR)
0.66%0.76%
AlibabaAlibaba (BABA)
0.73%0.69%
CitiCiti (C)
0.66%0.66%
TencentTencent (0700.HK)
0.66%0.64%
Vanguard Mid-Cap ETFVanguard Mid-Cap ETF (VO)
0.66%0.61%
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
0.66%0.6%
Wells FargoWells Fargo (WFC)
0.66%0.58%
Eli LillyEli Lilly (LLY)
0.66%0.55%
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.66%0.54%
UnitedHealthUnitedHealth (UNH)
0.67%0.52%
DellDell (DELL)
0.53%0.43%
United AirlinesUnited Airlines (UAL)
0.4%0.39%
Lockheed MartinLockheed Martin (LMT)
0.49%0.38%
Communication Services Select Sector SPDR FundCommunication Services Select Sector SPDR Fund (XLC)
0.4%0.37%
Dick'sDick's (DKS)
0.4%0.37%
MotorolaMotorola (MSI)
0.4%0.35%
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.4%0.32%
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
0.4%0.32%
FedExFedEx (FDX)
0.27%0.24%
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.28%0.23%
ChevronChevron (CVX)
0.27%0.22%
Coca-ColaCoca-Cola (KO)
0.24%0.21%
SPDR S&P Biotech ETFSPDR S&P Biotech ETF (XBI)
0.13%0.1%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments