chiay0327 avatar

chiay0327
🇹🇼 Multi-Strategy ETF Investor.
317 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 5, 2025
Lowest Cash
October 29, 2022
Average Cash

Portfolio Diversification

Range

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

Most Consistent Holdings

Top 5

avatarTLT
99.91%
avatarGLD
99.91%
avatarIEF
99.91%
avatarIVV
99.91%
avatarITOT
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
October 29, 2022
Lowest Exposure
April 5, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
93.5%

Top Countries

Top 5

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
24.96%18.88%99.91%-
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
21.91%21.96%99.91%-
iShares Core S&P Total U.S. Stock Market ETFiShares Core S&P Total U.S. Stock Market ETF (ITOT)
21.88%23.56%99.91%-
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
13.29%11.75%99.91%-
SPDR GoldSPDR Gold (GLD)
11.45%15.94%99.91%-

Exposure over time

Exposure by Sector

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
iShares Core S&P Total U.S. Stock Market ETFiShares Core S&P Total U.S. Stock Market ETF (ITOT)
17.85%26.06%
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
13.67%24.14%
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
35.21%18.61%
SPDR GoldSPDR Gold (GLD)
8.92%12.45%
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
15.82%11.33%

Cash Exposure Over Time

Cash Exposure % Over Time