ZhenYuanGary avatar

ZhenYuanGary
🇬🇧 Growth Tech, Software, and ETF Investor.
41 copiers.

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
April 10, 2024
Lowest Cash
January 6, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
37 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
22.8 instruments

Most Consistent Holdings

Top 5

avatarNVDA
99.91%
avatarMSFT
91.39%
avatarQQQ
90.96%
avatarGOOG
89.68%
avatarMETA
74.68%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 6, 2022
Lowest Exposure
April 10, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
31.79%
Technology Services
25.22%
ETFs
13.03%
Finance
6.52%
Retail Trade
4.61%

Top Countries

Top 5

🇺🇸United States
72%
🇬🇧United Kingdom
3.62%
🇨🇳China
3.58%
🇮🇱Israel
1.51%
🇳🇱Netherlands
0.42%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NVIDIANVIDIA (NVDA)
24.84%36.72%99.91%-
Invesco QQQInvesco QQQ (QQQ)
8.63%34.11%90.96%-
MicrosoftMicrosoft (MSFT)
7.26%8.8%91.39%-
MetaMeta (META)
5.91%0%74.68%6/26/2024
AlphabetAlphabet (GOOG)
5.54%4.55%89.68%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
3.58%0%68.12%4/9/2024
ExxonMobilExxonMobil (XOM)
3.55%0%68.12%4/9/2024
AppleApple (AAPL)
3.06%0%68.12%4/9/2024
IntuitIntuit (INTU)
2.69%0%68.12%4/9/2024
Bank of AmericaBank of America (BAC)
2.67%0%68.12%4/9/2024
AmazonAmazon (AMZN)
2.28%9.84%23.27%-
RegeneronRegeneron (REGN)
2.26%0%68.12%4/9/2024
DisneyDisney (DIS)
2.2%0%68.12%4/9/2024
Rolls-RoyceRolls-Royce (RR.L)
1.91%0%66.84%3/25/2024
JPMorganJPMorgan (JPM)
1.65%0%68.12%4/9/2024
SolarEdgeSolarEdge (SEDG)
1.51%0%66.84%3/25/2024
AlibabaAlibaba (BABA)
1.38%0%68.12%4/9/2024
BoeingBoeing (BA)
1.36%0%68.12%4/9/2024
CrowdstrikeCrowdstrike (CRWD)
1.26%0%68.12%4/9/2024
BaiduBaidu (BIDU)
1.25%0%68.12%4/9/2024
Block Inc.Block Inc. (XYZ)
1.15%0%68.12%4/9/2024
Lloyd'sLloyd's (LLOY.L)
1.04%0%68.2%4/10/2024
AirbnbAirbnb (ABNB)
1.03%0%68.12%4/9/2024
Trade DeskTrade Desk (TTD)
0.96%0%68.12%4/9/2024
JD.comJD.com (JD.US)
0.94%0%66.84%3/25/2024
PayPalPayPal (PYPL)
0.9%0%68.12%4/9/2024
Energy TransferEnergy Transfer (ET)
0.76%0%28.99%12/28/2022
ARK Innovation ETFARK Innovation ETF (ARKK)
0.69%0%66.84%3/25/2024
IAGIAG (IAG.L)
0.67%0%68.2%4/10/2024
ASMLASML (ASML)
0.42%0%68.12%4/9/2024
IDEXXIDEXX (IDXX)
0.3%0%66.84%3/25/2024
UnityUnity (U)
0.25%0%66.84%3/25/2024
Canadian SolarCanadian Solar (CSIQ)
0.19%0%66.84%3/25/2024
AutodeskAutodesk (ADSK)
0.08%0%5.03%2/28/2022
ARK Next Generation Internet ETFARK Next Generation Internet ETF (ARKW)
0.05%0%2.22%1/26/2022
ARK Fintech Innovation ETFARK Fintech Innovation ETF (ARKF)
0.05%0%2.22%1/26/2022
ARK Genomic Revolution ETFARK Genomic Revolution ETF (ARKG)
0.03%0%2.22%1/26/2022
PalantirPalantir (PLTR)
0.02%0%2.22%1/26/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
NVIDIANVIDIA (NVDA)
36.99%39.88%
Invesco QQQInvesco QQQ (QQQ)
24%23.56%
AmazonAmazon (AMZN)
9.6%10.24%
MicrosoftMicrosoft (MSFT)
9.6%8.27%
AlphabetAlphabet (GOOG)
4.8%4.63%

Cash Exposure Over Time

Cash Exposure % Over Time