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coolingman
🇲🇾 Value Utilities and Other Investor.
198 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
November 12, 2023
Lowest Cash
January 17, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
28 instruments
March 3, 2022
Least Diversified
8 instruments
December 7, 2022
Average
16.1 instruments

Most Consistent Holdings

Top 5

avatarVOO
91.84%
avatarAAPL
78.73%
avatar1398.HK
75.38%
avatarBAC
67.15%
avatarGOOG
61.81%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 17, 2024
Lowest Exposure
November 12, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
28.31%
Finance
10.06%
Electronic Technology
9.63%
Technology Services
9.61%
Utilities
9.45%

Top Countries

Top 5

🇺🇸United States
40.83%
🇨🇳China
17.77%
🇭🇰Hong Kong
1.64%
🇹🇼Taiwan
1.54%
🇳🇱Netherlands
1.4%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
24.58%34.15%91.84%-
TeslaTesla (TSLA)
6.55%0%58.54%4/10/2024
AlphabetAlphabet (GOOG)
4.68%11.43%61.81%-
ICBCICBC (1398.HK)
4.32%6.95%75.38%-
NextEraNextEra (NEE)
3.57%5.96%61.66%-
China RailwayChina Railway (0390.HK)
2.99%0%39.41%5/13/2025
Bank of AmericaBank of America (BAC)
2.96%0%67.15%8/25/2025
China Railway ConstructionChina Railway Construction (1186.HK)
2.91%0%40.47%11/13/2023
AppleApple (AAPL)
2.74%4.33%78.73%-
American WaterAmerican Water (AWK)
2.74%3.87%46.04%-
MetaMeta (META)
2.69%0%43.45%9/5/2025
Bank of ChinaBank of China (3988.HK)
2.29%0%37.2%11/1/2023
MicrosoftMicrosoft (MSFT)
2.2%4.81%55.11%-
IntelIntel (INTC)
1.99%0%25.84%6/7/2023
AEPAEP (AEP)
1.87%1.9%46.8%-
Invesco QQQInvesco QQQ (QQQ)
1.77%6.85%42.68%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
1.64%0%33.61%8/1/2025
CK HutchisonCK Hutchison (00001.HK)
1.64%0%29.42%11/13/2023
TSMCTSMC (TSM)
1.54%4.51%55.18%-
ASMLASML (ASML)
1.4%1.22%33.08%-
JetBlueJetBlue (JBLU)
1.31%0%30.72%11/7/2023
AlibabaAlibaba (BABA)
1.3%0%30.64%11/13/2023
Essential UtilitiesEssential Utilities (WTRG)
1.28%0%37.2%5/13/2025
PfizerPfizer (PFE)
1.17%0%29.34%4/16/2024
XiaomiXiaomi (1810.HK)
1.06%0%19.51%8/20/2023
BYDBYD (01211.HK)
0.98%0%27.13%4/26/2024
ShopifyShopify (SHOP)
0.83%0%17.38%9/20/2022
SouthwestSouthwest (LUV)
0.81%0%20.73%3/17/2023
NioNio (NIO)
0.75%0%10.98%8/14/2023
BMWBMW (BMW.DE)
0.66%0%14.71%9/21/2022
McDonald'sMcDonald's (MCD)
0.64%0%23.48%2/14/2025
AlibabaAlibaba (9988.HK)
0.58%0%18.06%8/29/2022
China TelecomChina Telecom (0728.HK)
0.55%0%10.44%5/18/2022
Mercedes-BenzMercedes-Benz (MBG.DE)
0.54%0%14.71%9/21/2022
Rio TintoRio Tinto (RIO)
0.53%0%22.71%5/14/2025
TevaTeva (TEVA)
0.5%0%10.98%8/14/2023
QualcommQualcomm (QCOM)
0.42%0%17.3%4/25/2024
UnitedHealthUnitedHealth (UNH)
0.41%6.63%8.84%-
VerizonVerizon (VZ)
0.36%0%16.54%5/13/2025
EthereumEthereum (ETH)
0.34%0%11.74%6/23/2023
GMGM (GM)
0.29%0%5.64%11/13/2023
NVIDIANVIDIA (NVDA)
0.29%1.41%22.56%-
BitcoinBitcoin (BTC)
0.28%1.1%19.74%-
VisaVisa (V)
0.26%0%11.89%10/4/2024
RHRH (RH)
0.25%0%6.4%6/14/2023
BHPBHP (BHP)
0.24%0%23.48%5/13/2025
GameStopGameStop (GME)
0.23%0%9.98%8/22/2023
iShares Global clean energy ETFiShares Global clean energy ETF (ICLN)
0.17%0%5.03%11/13/2023
Coca-ColaCoca-Cola (KO)
0.16%0%14.02%2/11/2025
MastercardMastercard (MA)
0.13%0%4.8%3/4/2022
Moody'sMoody's (MCO)
0.13%0%4.73%3/3/2022
ARK Autonomous Technology & Robotics ETFARK Autonomous Technology & Robotics ETF (ARKQ)
0.12%0%4.73%11/10/2023
OccidentalOccidental (OXY)
0.11%0.54%12.88%-
Phillips 66Phillips 66 (PSX)
0.11%0%4.12%2/23/2022
EOG ResourcesEOG Resources (EOG)
0.09%0%5.18%3/10/2022
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.09%2.27%7.16%-
Lockheed MartinLockheed Martin (LMT)
0.09%0%1.83%1/24/2022
ExxonMobilExxonMobil (XOM)
0.05%0%8.84%8/22/2025
BoeingBoeing (BA)
0.05%0%1.83%1/24/2022
AMDAMD (AMD)
0.04%0%2.21%11/10/2022
NetflixNetflix (NFLX)
0.03%0%2.97%3/4/2022
HaidilaoHaidilao (06862.HK)
0.03%0%1.91%1/25/2022
United AirlinesUnited Airlines (UAL)
0.03%0%1.83%1/24/2022
DogecoinDogecoin (DOGE)
0.03%0%3.13%3/4/2022
ZTEZTE (00763.HK)
0.02%0%0.91%3/29/2023
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
0.02%0%3.73%11/10/2023
PolkadotPolkadot (DOT)
0.01%0%2.52%3/4/2022
FedExFedEx (FDX)
0.01%0%0.3%3/21/2023
D.R. HortonD.R. Horton (DHI)
0.01%0.59%0.91%-
LennarLennar (LEN)
0.01%0.57%0.91%-
Ping AnPing An (2318.HK)
0%0%0.15%9/18/2022
ModernaModerna (MRNA)
0%0%0.08%9/20/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
32.02%35.04%
ICBCICBC (1398.HK)
9.09%9.74%
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
10.25%8.24%
AlphabetAlphabet (GOOG)
7.34%8.01%
American WaterAmerican Water (AWK)
6.5%5.58%
NextEraNextEra (NEE)
4.43%4.66%
AEPAEP (AEP)
4.29%4.13%
MicrosoftMicrosoft (MSFT)
3.99%3.64%
Invesco QQQInvesco QQQ (QQQ)
3.1%3.16%
Essential UtilitiesEssential Utilities (WTRG)
3.65%3.13%
Rio TintoRio Tinto (RIO)
3.89%3%
AppleApple (AAPL)
1.83%2.2%
VerizonVerizon (VZ)
2.66%2.12%
Bank of AmericaBank of America (BAC)
1.38%1.72%
TSMCTSMC (TSM)
0.89%1.56%
BHPBHP (BHP)
1.58%1.27%
China RailwayChina Railway (0390.HK)
0.99%0.84%
McDonald'sMcDonald's (MCD)
0.79%0.79%
Coca-ColaCoca-Cola (KO)
0.79%0.67%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments