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bensonkuo
🇹🇼 Diversified ETF Software and Other Investor.
66 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
January 11, 2022
Lowest Cash
February 10, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
30 instruments
August 31, 2023
Least Diversified
0 instruments
February 2, 2025
Average
27.9 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.91%
avatarAMZN
99.91%
avatarV
99.91%
avatarTSLA
99.91%
avatarADBE
99.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 10, 2022
Lowest Exposure
January 11, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
47.01%
Technology Services
12.2%
Retail Trade
10.28%
Consumer Services
9.33%
Electronic Technology
9.15%

Top Countries

Top 5

🇺🇸United States
50.15%
🇨🇦Canada
1.94%
🇫🇷France
0.11%
🇬🇧United Kingdom
0.01%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
21.93%20.07%99.91%-
Invesco QQQInvesco QQQ (QQQ)
7.67%7.6%99.91%-
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
6.37%6.48%99.91%-
AppleApple (AAPL)
5.33%5.86%99.91%-
TeslaTesla (TSLA)
4.03%3.3%99.91%-
NVIDIANVIDIA (NVDA)
3.82%6.14%99.91%-
CostcoCostco (COST)
3.74%5.54%94.79%-
MicrosoftMicrosoft (MSFT)
3.69%3.69%98.94%-
ChipotleChipotle (CMG)
3.41%3.58%99.91%-
iShares Gold TrustiShares Gold Trust (IAU)
3.39%3.46%99.91%-
AmazonAmazon (AMZN)
2.84%2.86%99.91%-
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
2.68%2.2%99.91%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
2.66%1.64%99.91%-
DisneyDisney (DIS)
2.45%0%71.47%4/19/2024
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
2.3%1.7%99.91%-
SalesforceSalesforce (CRM)
2%1.87%99.91%-
AdobeAdobe (ADBE)
1.93%1.38%99.91%-
MastercardMastercard (MA)
1.88%3.89%72.44%-
VisaVisa (V)
1.74%1.8%99.91%-
LululemonLululemon (LULU)
1.69%1.7%93.02%-
Realty IncomeRealty Income (O)
1.65%1.91%92.31%-
MarriottMarriott (MAR)
1.49%2.76%61.04%-
AlphabetAlphabet (GOOG)
1.39%1.4%96.38%-
CrowdstrikeCrowdstrike (CRWD)
1.22%1.28%83.13%-
AirbnbAirbnb (ABNB)
1.08%2.13%53.18%-
Home DepotHome Depot (HD)
1.04%0%39.31%6/20/2023
MetaMeta (META)
0.98%1.56%54.68%-
UltaUlta (ULTA)
0.92%1.03%65.81%-
NikeNike (NKE)
0.9%0.83%69.08%-
StarbucksStarbucks (SBUX)
0.9%1.43%63.16%-
Block Inc.Block Inc. (XYZ)
0.88%0%80.48%7/31/2024
FortinetFortinet (FTNT)
0.52%0%39.84%6/20/2023
ShopifyShopify (SHOP)
0.25%0%15.9%6/30/2022
NetflixNetflix (NFLX)
0.15%0.82%19.88%-
LVMHLVMH (MC.PA)
0.11%0%17.67%3/21/2024
TargetTarget (TGT)
0.05%0%2.56%5/18/2022
PayPalPayPal (PYPL)
0.05%0%2.12%1/24/2022
MongoDBMongoDB (MDB)
0.02%0%1.33%4/6/2022
IntuitIntuit (INTU)
0.02%0%1.68%2/28/2022
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.01%0%4.33%6/30/2022
SnowflakeSnowflake (SNOW)
0.01%0%0.35%1/4/2022
ARMARM (ARM)
0.01%0%1.41%7/25/2024

Exposure over time

Exposure by Sector

  • ETFs
  • Technology Services
  • Retail Trade
  • Consumer Services
  • Electronic Technology
  • Consumer Durables
  • Other

Exposure by Country

  • United States
  • Canada
  • France
  • United Kingdom

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
17.37%19.55%
Invesco QQQInvesco QQQ (QQQ)
6.25%7.52%
NVIDIANVIDIA (NVDA)
2.54%6.98%
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
4.85%6.51%
AppleApple (AAPL)
4.04%5.84%
CostcoCostco (COST)
4.36%5.01%
TeslaTesla (TSLA)
4.44%4.84%
ChipotleChipotle (CMG)
3.37%4.09%
MicrosoftMicrosoft (MSFT)
4.19%3.76%
MastercardMastercard (MA)
3.79%3.41%
AmazonAmazon (AMZN)
3.39%3%
iShares Gold TrustiShares Gold Trust (IAU)
2.66%2.98%
MarriottMarriott (MAR)
2.72%2.8%
SalesforceSalesforce (CRM)
2.42%2.11%
AirbnbAirbnb (ABNB)
3.23%1.99%
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
2.42%1.9%
LululemonLululemon (LULU)
2.82%1.8%
Realty IncomeRealty Income (O)
2.85%1.66%
VisaVisa (V)
1.62%1.57%
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
2.42%1.56%
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
4.29%1.52%
AlphabetAlphabet (GOOG)
1.62%1.44%
MetaMeta (META)
1.62%1.39%
AdobeAdobe (ADBE)
2.42%1.3%
CrowdstrikeCrowdstrike (CRWD)
1.14%1.25%
UltaUlta (ULTA)
2.02%1.2%
StarbucksStarbucks (SBUX)
1.94%1.17%
NetflixNetflix (NFLX)
0.85%0.78%
NikeNike (NKE)
1.94%0.76%

Cash Exposure Over Time

Cash Exposure % Over Time