Yi-ChingWang avatar

Yi-ChingWang
🇳🇱 Financial Services and Other 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 2, 2023
Lowest Cash
March 8, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
17 instruments
July 11, 2023
Least Diversified
0 instruments
January 2, 2023
Average
10.1 instruments

Most Consistent Holdings

Top 5

avatarVOO
93.45%
avatarPEP
92.32%
avatarNFLX
90.58%
avatarASML.NV
88.54%
avatarBRK.B
81.37%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 8, 2023
Lowest Exposure
January 2, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
41.94%
Finance
24.1%
Electronic Technology
9.81%
Consumer Non Durables
6.87%
Technology Services
6.41%

Top Countries

Top 5

🇺🇸United States
44.65%
🇱🇺Luxembourg
3.27%
🇬🇧United Kingdom
2.87%
🇳🇱Netherlands
2.13%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
34.79%47.07%93.45%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
22.84%34.77%81.37%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
7.15%8.09%80.86%-
IntelIntel (INTC)
4.81%0%30.91%11/16/2023
SpotifySpotify (SPOT)
3.27%0%39.51%4/23/2024
UnileverUnilever (UL.US)
2.87%0%48%4/26/2024
NVIDIANVIDIA (NVDA)
2.6%6.24%55.99%-
Johnson & JohnsonJohnson & Johnson (JNJ)
2.2%0%40.94%3/12/2024
ASMLASML (ASML.NV)
2.13%0%88.54%9/5/2025
Cleveland-CliffsCleveland-Cliffs (CLF.US)
1.81%0%33.98%12/18/2023
TwilioTwilio (TWLO)
1.48%2.87%48.41%-
NetflixNetflix (NFLX)
1.42%0.97%90.58%-
DisneyDisney (DIS)
1.42%0%54.66%11/6/2024
Coca-ColaCoca-Cola (KO)
1.4%0%41.66%4/5/2024
PepsiCoPepsiCo (PEP)
1.35%0%92.32%8/28/2025
Procter & GambleProcter & Gamble (PG)
1.25%0%19.65%7/25/2023
MastercardMastercard (MA)
0.74%0%21.6%8/30/2023
American ExpressAmerican Express (AXP)
0.28%0%10.85%12/18/2023
AppleApple (AAPL)
0.27%0%15.46%12/5/2023
VisaVisa (V)
0.24%0%9.31%8/31/2023
AlphabetAlphabet (GOOG)
0.24%0%3.58%3/16/2023
McDonald'sMcDonald's (MCD)
0.19%0%5.73%8/21/2024
TeslaTesla (TSLA)
0.1%0%0.1%1/4/2023

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)
44.34%45.34%
Berkshire HathawayBerkshire Hathaway (BRK.B)
35.41%34.75%
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
12.65%10.59%
TwilioTwilio (TWLO)
3.06%4.19%
NVIDIANVIDIA (NVDA)
2.39%2.54%
ASMLASML (ASML.NV)
1.15%1.15%
NetflixNetflix (NFLX)
0.43%1%
PepsiCoPepsiCo (PEP)
0.57%0.44%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments