ananchun avatar

ananchun
🇹🇼 Multi-Strategy Financial Services and Tech Investor.
17 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
February 7, 2023
Lowest Cash
January 1, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
24 instruments
November 28, 2022
Least Diversified
0 instruments
February 2, 2025
Average
13.9 instruments

Most Consistent Holdings

Top 5

avatarVTI
99.92%
avatarAAPL
76.22%
avatarMSFT
76.22%
avatarMA
76.22%
avatarV
76.22%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 1, 2022
Lowest Exposure
February 7, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
35.22%
Finance
32.93%
Electronic Technology
9.27%
Technology Services
6.39%
Commercial Services
4.57%

Top Countries

Top 5

🇺🇸United States
54.48%
🇳🇱Netherlands
4.37%
🇨🇳China
3.88%
🇬🇧United Kingdom
0.56%
🇩🇪Germany
0.32%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
32.53%26.63%99.92%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
22.35%0%75.91%10/25/2024
MicrosoftMicrosoft (MSFT)
5.33%11.33%76.22%-
AppleApple (AAPL)
4.85%10.04%76.22%-
VisaVisa (V)
4.84%10.4%76.22%-
MastercardMastercard (MA)
4.71%10.36%76.22%-
S&P GlobalS&P Global (SPGI)
4.57%9.66%76.22%-
McDonald'sMcDonald's (MCD)
4.18%8.81%76.07%-
ASMLASML (ASML.NV)
3.01%4.47%73.55%-
AlibabaAlibaba (BABA)
2.05%0%20.12%10/4/2022
ASMLASML (ASML)
1.36%4.08%76.22%-
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
0.98%0%25.76%6/5/2023
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.9%0%26.98%6/2/2023
AlibabaAlibaba (9988.HK)
0.74%0%24.09%12/2/2022
iShares Core S&P Total U.S. Stock Market ETFiShares Core S&P Total U.S. Stock Market ETF (ITOT)
0.7%0%12.8%2/2/2023
TencentTencent (0700.HK)
0.53%0%16.16%8/3/2022
QuidelQuidel (QDEL)
0.42%0%11.97%6/7/2022
Direct Line GroupDirect Line Group (DLG.L)
0.41%0%25.76%3/1/2024
Western UnionWestern Union (WU)
0.36%0%22.03%10/31/2022
BioNTech SEBioNTech SE (BNTX)
0.31%0%25.99%1/20/2023
AutohomeAutohome (ATHM.CH)
0.3%0%25.08%12/15/2022
CRISPR TherapeuticsCRISPR Therapeutics (CRSP)
0.3%0%26.07%1/24/2023
Sciplay CorpSciplay Corp (SCPL)
0.29%0%26.07%12/30/2022
Best BuyBest Buy (BBY)
0.27%0%25.99%2/23/2023
Emergent BioSolutionsEmergent BioSolutions (EBS)
0.27%0%10.52%5/19/2022
KeyCorpKeyCorp (KEY)
0.25%0%16.92%12/14/2023
RLXRLX (RLX)
0.24%0%19.82%12/15/2022
Ironwood PharmaceuticalsIronwood Pharmaceuticals (IRWD)
0.23%0%27.67%5/29/2025
MetaMeta (META)
0.22%0%25.99%2/14/2023
Co-DiagnosticsCo-Diagnostics (CODX)
0.2%0%26.07%1/24/2023
I-MabI-Mab (IMAB)
0.2%0%25.84%5/26/2023
ODPODP (ODP)
0.19%1.57%14.63%-
PremierPremier (PINC)
0.17%0%12.5%4/5/2024
BarrattBarratt (BTRW.L)
0.15%0%8.77%2/3/2023
Sirius XMSirius XM (SIRI)
0.15%0%10.14%7/21/2023
Victoria's SecretVictoria's Secret (VSCO)
0.14%0%9.76%11/18/2022
NektarNektar (NKTR)
0.06%0%5.03%5/26/2023
iShares S&P 500 UCITS ETF (Dist)iShares S&P 500 UCITS ETF (Dist) (IUSA.L)
0.06%0%4.42%3/10/2023
TrevenaTrevena (TRVN)
0.05%0%3.35%2/6/2023
Intuitive SurgicalIntuitive Surgical (ISRG)
0.05%0.56%14.48%-
iShares S&P 100 ETFiShares S&P 100 ETF (OEF)
0.05%0.33%23.02%-
Lockheed MartinLockheed Martin (LMT)
0.04%0%2.36%1/31/2022
CenteneCentene (CNC)
0.04%1.56%2.36%-
NuwellisNuwellis (NUWE)
0.03%0%2.59%12/29/2022
ExcelfinExcelfin (BDMD)
0.02%0%1.07%12/31/2024
SMASMA (S92.DE)
0.01%0%14.71%3/17/2025
CerenceCerence (CRNC)
0%0%11.89%11/21/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
17.55%28.62%
AppleApple (AAPL)
11.52%11.43%
MicrosoftMicrosoft (MSFT)
11.52%10.63%
VisaVisa (V)
11.52%10.59%
MastercardMastercard (MA)
11.52%10.27%
S&P GlobalS&P Global (SPGI)
11.52%9.78%
McDonald'sMcDonald's (MCD)
11.52%8.82%
ASMLASML (ASML.NV)
5.69%4.6%
ASMLASML (ASML)
5.83%4.24%
Ironwood PharmaceuticalsIronwood Pharmaceuticals (IRWD)
1.49%0.87%
iShares S&P 100 ETFiShares S&P 100 ETF (OEF)
0.2%0.15%
SMASMA (S92.DE)
0.11%0.06%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments