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SmartWealthBuild
🇸🇰 Durable Goods, ETF, and Retail 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
March 9, 2024
Lowest Cash
November 16, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
15 instruments
November 15, 2024
Least Diversified
5 instruments
January 26, 2024
Average
12.4 instruments

Most Consistent Holdings

Top 5

avatarTSLA
100%
avatarBABA
100%
avatarIS3Q.DE
100%
avatarQDVE.DE
100%
avatarXPEV
100%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 16, 2024
Lowest Exposure
March 9, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
35.17%
Consumer Durables
20.1%
Retail Trade
15.35%
Cryptocurrencies
8.81%
Producer Manufacturing
5.91%

Top Countries

Top 5

🇨🇳China
31.52%
🇺🇸United States
11.5%
🇮🇪Ireland
2.16%

Holdings over time

(Since January 26, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares Edge MSCI World Quality Factor UCITS ETFiShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE)
13.05%10.73%100%-
AlibabaAlibaba (BABA)
10.67%13.51%100%-
TeslaTesla (TSLA)
7.67%5.32%100%-
BitcoinBitcoin (BTC)
7.65%5.08%99.8%-
XPengXPeng (XPEV)
7.27%6.23%100%-
iShares S&P 500 Information Technology Sector UCITS ETFiShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE)
7.16%5.77%100%-
iShares MSCI China UCITS ETFiShares MSCI China UCITS ETF (ICGA.DE)
6.3%7.74%99.21%-
BYDBYD (01211.HK)
5.91%10.53%83.53%-
ZEEKRZEEKR (ZK.US)
5.16%10.95%52.18%-
iShares Core MSCI EM IMI UCITS ETFiShares Core MSCI EM IMI UCITS ETF (IS3N.DE)
4.47%3.6%99.21%-
iShares Automation & Robotics UCITS ETFiShares Automation & Robotics UCITS ETF (2B76.DE)
4.19%3.22%99.21%-
QualysQualys (QLYS)
3.84%6.88%54.37%-
JDJD (9618.HK)
2.51%3.9%53.77%-
PDD HoldingsPDD Holdings (PDD)
2.16%3.38%54.37%-
EthereumEthereum (ETH)
1.16%2.52%42.26%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
ZEEKRZEEKR (ZK.US)
12.14%12.79%
iShares Edge MSCI World Quality Factor UCITS ETFiShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE)
12.93%12.15%
AlibabaAlibaba (BABA)
12.14%10.86%
iShares MSCI China UCITS ETFiShares MSCI China UCITS ETF (ICGA.DE)
8.09%7.74%
BYDBYD (01211.HK)
8.09%7.67%
QualysQualys (QLYS)
8.09%7.43%
TeslaTesla (TSLA)
4.05%7.06%
iShares S&P 500 Information Technology Sector UCITS ETFiShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE)
6.07%6.62%
BitcoinBitcoin (BTC)
4.04%4.81%
JDJD (9618.HK)
4.05%4.4%
XPengXPeng (XPEV)
4.05%4.34%
iShares Core MSCI EM IMI UCITS ETFiShares Core MSCI EM IMI UCITS ETF (IS3N.DE)
4.05%3.77%
iShares Automation & Robotics UCITS ETFiShares Automation & Robotics UCITS ETF (2B76.DE)
4.05%3.64%
EthereumEthereum (ETH)
4.14%3.55%
PDD HoldingsPDD Holdings (PDD)
4.05%3.49%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments