charzhai avatar

charzhai
🇸🇬 Multi-Strategy Software and Tech Investor.
5 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
August 18, 2023
Lowest Cash
January 4, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
36 instruments
March 26, 2024
Least Diversified
0 instruments
February 2, 2025
Average
23.8 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.91%
avatarGOOG
99.91%
avatarMETA
99.91%
avatarMSFT
99.91%
avatarAMZN
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
January 4, 2022
Lowest Exposure
August 18, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
43.41%
Electronic Technology
26.05%
ETFs
14.63%
Consumer Non Durables
3.58%
Retail Trade
3.55%

Top Countries

Top 5

🇺🇸United States
74.47%
🇹🇼Taiwan
3.67%
🇨🇦Canada
2.14%
🇨🇳China
1.41%
🇱🇺Luxembourg
1.31%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AlphabetAlphabet (GOOG)
16.36%15.75%99.91%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
12.09%5.34%99.91%-
MetaMeta (META)
11.85%8.61%99.91%-
MicrosoftMicrosoft (MSFT)
7.28%7.13%99.91%-
AppleApple (AAPL)
6.72%3.23%99.91%-
NVIDIANVIDIA (NVDA)
5.9%9.34%83.19%-
IntelIntel (INTC)
4.15%1.58%99.66%-
AdobeAdobe (ADBE)
3.83%0%79.95%8/26/2024
TSMCTSMC (TSM)
3.67%8.97%51.37%-
TeslaTesla (TSLA)
3.11%0%88.48%12/5/2024
AMDAMD (AMD)
2.82%1.49%99.91%-
AmazonAmazon (AMZN)
2.17%2.79%99.91%-
LululemonLululemon (LULU)
2.14%0.86%71.76%-
McDonald'sMcDonald's (MCD)
1.85%3.74%72.01%-
DisneyDisney (DIS)
1.55%0.29%99.91%-
SpotifySpotify (SPOT)
1.31%0.73%37.12%-
Hewlett Packard EnterpriseHewlett Packard Enterprise (HPE)
1.24%5.19%37.12%-
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
1.11%0.25%99.91%-
NetflixNetflix (NFLX)
1.1%0.65%99.91%-
Vanguard Growth ETFVanguard Growth ETF (VUG)
1.07%0%70.48%5/6/2024
PDD HoldingsPDD Holdings (PDD)
0.94%1.85%34.98%-
TencentTencent (0700.HK)
0.83%2.02%39.25%-
SemtechSemtech (SMTC)
0.73%0%15.19%8/28/2024
AlphabetAlphabet (GOOGL)
0.58%3.16%31.66%-
CrocsCrocs (CROX)
0.54%4.54%26.96%-
DellDell (DELL)
0.46%0.84%34.98%-
AlibabaAlibaba (BABA)
0.44%0%7.59%4/10/2024
VisaVisa (V)
0.41%2.13%26.96%-
DiageoDiageo (DEO)
0.39%0.44%51.37%-
PayPalPayPal (PYPL)
0.35%0%43.26%1/13/2025
TwitterTwitter (TWTR)
0.33%0%24.4%10/28/2022
Dutch BrosDutch Bros (BROS)
0.33%0%43.34%1/14/2025
CitiCiti (C)
0.26%0%18.94%4/1/2024
SamsungSamsung (SMSN.L)
0.25%0.43%37.12%-
UnityUnity (U)
0.23%0%14.85%6/7/2024
CelsiusCelsius (CELH)
0.18%2.68%11.35%-
CNBMCNBM (3323.HK)
0.14%0%25.09%1/23/2025
Scottish MortgageScottish Mortgage (SMT.L)
0.14%0.34%34.98%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.12%0.32%33.02%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
0.12%0.31%33.02%-
BroadcomBroadcom (AVGO)
0.12%1.43%8.02%-
Novo-NordiskNovo-Nordisk (NVO)
0.12%0.15%34.98%-
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
0.11%0.31%33.02%-
GrabGrab (GRAB)
0.1%1.82%7.85%-
SparkLiangSparkLiang
0.07%0%0.26%1/3/2022
NuNu (NU)
0.06%0.82%7.17%-
OracleOracle (ORCL)
0.04%0.43%7.25%-
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
0.01%0%1.28%4/9/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
AlphabetAlphabet (GOOG)
13.95%15.3%
TSMCTSMC (TSM)
9.46%11.13%
MetaMeta (META)
8.03%9.79%
MicrosoftMicrosoft (MSFT)
9.22%8.22%
NVIDIANVIDIA (NVDA)
6.55%7.74%
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
7.79%7.62%
AppleApple (AAPL)
4.63%5.29%
AmazonAmazon (AMZN)
3.39%3.55%
McDonald'sMcDonald's (MCD)
4.15%3.5%
Hewlett Packard EnterpriseHewlett Packard Enterprise (HPE)
3.01%3.47%
SpotifySpotify (SPOT)
2.71%3.25%
AlphabetAlphabet (GOOGL)
2.64%2.49%
CrocsCrocs (CROX)
3.09%2.26%
PDD HoldingsPDD Holdings (PDD)
3.01%1.92%
TencentTencent (0700.HK)
1.51%1.87%
VisaVisa (V)
1.51%1.48%
AMDAMD (AMD)
2.26%1.43%
IntelIntel (INTC)
3.01%1.19%
DellDell (DELL)
1.51%1.15%
CelsiusCelsius (CELH)
1.49%1.14%
LululemonLululemon (LULU)
0.75%0.76%
CNBMCNBM (3323.HK)
0.57%0.61%
NetflixNetflix (NFLX)
0.41%0.6%
Dutch BrosDutch Bros (BROS)
0.38%0.55%
DiageoDiageo (DEO)
0.76%0.51%
PayPalPayPal (PYPL)
0.38%0.47%
SamsungSamsung (SMSN.L)
0.75%0.41%
DisneyDisney (DIS)
0.75%0.38%
Scottish MortgageScottish Mortgage (SMT.L)
0.38%0.37%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.38%0.36%
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
0.38%0.35%
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
0.38%0.31%
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.38%0.25%
Novo-NordiskNovo-Nordisk (NVO)
0.38%0.22%

Cash Exposure Over Time

Cash Exposure % Over Time