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ShippingFund
Tech, Financial Services, and Durable Goods Smart Portfolio.

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
May 26, 2022
Lowest Cash
December 10, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
25 instruments
November 9, 2022
Least Diversified
0 instruments
May 26, 2022
Average
18.5 instruments

Most Consistent Holdings

Top 5

avatarHMC
77.39%
avatarSONY
77.39%
avatarTM
77.39%
avatarNTDOY
77.39%
avatarSMSN.L
77.39%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
December 10, 2022
Lowest Exposure
May 26, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
21.63%
Electronic Technology
16.82%
Consumer Durables
12.58%
Transportation
11.03%
Retail Trade
10.26%

Top Countries

Top 5

🇯🇵Japan
21.22%
🇭🇰Hong Kong
15.87%
🇺🇸United States
15.38%
🇰🇷South Korea
13.39%
🇸🇬Singapore
8.17%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SeaSea (SE)
8.17%16.51%77.39%-
SamsungSamsung (SMSN.L)
4.73%4.21%77.39%-
UPSUPS (UPS)
4.71%0%12.29%5/25/2022
Sumitomo MitsuiSumitomo Mitsui (SMFG)
4.59%6.72%77.39%-
UMCUMC (UMC)
3.95%4.05%77.39%-
SonySony (SONY)
3.79%5.76%77.39%-
HKEXHKEX (00388.HK)
3.63%4.79%77.3%-
NintendoNintendo (NTDOY)
3.61%6.09%77.39%-
Mitsubishi UFJMitsubishi UFJ (MUFG)
3.6%5.5%77.39%-
TTITTI (669.HK)
3.43%3.28%77.3%-
KB FinancialKB Financial (KB)
3.23%4.37%77.39%-
FedExFedEx (FDX)
3.12%0%12.29%5/25/2022
ToyotaToyota (TM)
2.98%3.45%77.39%-
AIAAIA (1299.HK)
2.81%2.61%77.3%-
HondaHonda (HMC)
2.55%2.89%77.39%-
SK TelecomSK Telecom (SKM)
2.55%3.18%77.39%-
LG DisplayLG Display (LPL)
2.24%1.63%74.57%-
GalaxyGalaxy (00027.HK)
2.24%1.66%77.3%-
Sands ChinaSands China (01928.HK)
2.17%1.48%77.3%-
CoupangCoupang (CPNG)
2.09%2.71%77.39%-
Link REITLink REIT (823.HK)
2.02%2.01%77.3%-
DeereDeere (DE)
2%2.69%74.57%-
ExpeditorsExpeditors (EXPD)
1.81%0%12.29%5/25/2022
SHKPSHKP (00016.HK)
1.66%1.58%77.3%-
C.H. RobinsonC.H. Robinson (CHRW)
1.4%0%12.29%5/25/2022
TSMCTSMC (TSM)
1.28%1.53%77.39%-
PoscoPosco (PKX)
0.65%0%15.53%4/17/2023
ASE TechnologyASE Technology (ASX)
0.57%0%42.75%3/6/2024
Credit Suisse Group AG-ADRCredit Suisse Group AG-ADR (CS.US)
0.35%0%17.58%6/13/2023
NVIDIANVIDIA (NVDA)
0.27%0.91%23.89%-
TakedaTakeda (TAK)
0.09%0%2.82%11/8/2022
FutuFutu (FUTU)
0.08%0%2.82%11/8/2022
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.01%0%1.02%6/16/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
SeaSea (SE)
9.96%14.69%
Sumitomo MitsuiSumitomo Mitsui (SMFG)
3.59%7.29%
Mitsubishi UFJMitsubishi UFJ (MUFG)
2.71%5.51%
SonySony (SONY)
4.18%5.15%
NintendoNintendo (NTDOY)
4.49%4.99%
TTITTI (669.HK)
4.58%4.5%
KB FinancialKB Financial (KB)
3.15%4.47%
HKEXHKEX (00388.HK)
5.11%4.32%
SamsungSamsung (SMSN.L)
5.43%4.01%
UMCUMC (UMC)
4.49%3.9%
ToyotaToyota (TM)
3.43%3.85%
SK TelecomSK Telecom (SKM)
3.51%2.96%
HondaHonda (HMC)
2.86%2.87%
CoupangCoupang (CPNG)
2.98%2.83%
AIAAIA (1299.HK)
4.22%2.74%
DeereDeere (DE)
3.02%2.55%
Sands ChinaSands China (01928.HK)
2.99%2.42%
GalaxyGalaxy (00027.HK)
3.79%2.04%
TSMCTSMC (TSM)
0.9%2.02%
Link REITLink REIT (823.HK)
4.11%1.93%
LG DisplayLG Display (LPL)
3.91%1.83%
SHKPSHKP (00016.HK)
2.5%1.69%
NVIDIANVIDIA (NVDA)
1.42%1.23%

Cash Exposure Over Time

Cash Exposure % Over Time