cwhw1023 avatar

cwhw1023
🇲🇾 Retail, ETF, and Other Investor.
23 copiers.

Cash Allocation

Range

Highest Cash
December 4, 2024
Lowest Cash
June 7, 2022
Average Cash

Portfolio Diversification

Range

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

Most Consistent Holdings

Top 5

avatarVOO
99.91%
avatar9988.HK
94.43%
avatarBABA
90.88%
avatar0700.HK
88.69%
avatarIVV
87.14%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
June 7, 2022
Lowest Exposure
December 4, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
34.72%
Retail Trade
20.84%
Technology Services
10.56%
Communications
10.01%
Electronic Technology
1.79%

Top Countries

Top 5

🇨🇳China
22.46%
🇺🇸United States
12.08%
🇭🇰Hong Kong
10.01%
🇹🇼Taiwan
1.79%
🇸🇬Singapore
0.2%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
23.32%0%99.91%2/1/2025
AlibabaAlibaba (9988.HK)
10.69%0%94.43%12/3/2024
China MobileChina Mobile (0941.HK)
10.01%0%68.07%2/15/2024
AlibabaAlibaba (BABA)
9.55%0%90.88%10/25/2024
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
7.8%0%87.14%10/25/2024
MetaMeta (META)
4.21%0%62.68%12/18/2023
AlphabetAlphabet (GOOG)
2.97%0%35.77%2/1/2025
AlphabetAlphabet (GOOGL)
2.57%0%84.4%8/14/2024
TSMCTSMC (TSM)
1.79%0%76.64%2/1/2025
Tattooed Chef IncTattooed Chef Inc (TTCFQ)
1.58%0%48.63%7/13/2023
Bank of ChinaBank of China (3988.HK)
1.2%0%75%5/2/2024
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
0.99%0%65.97%1/23/2024
Invesco QQQInvesco QQQ (QQQ)
0.87%0%33.3%8/6/2024
TencentTencent (0700.HK)
0.72%0%88.69%9/30/2024
Vanguard Information TechnologyVanguard Information Technology (VGT)
0.64%0%19.16%2/1/2025
AmazonAmazon (AMZN)
0.56%0%69.71%3/4/2024
Vanguard S&P 500 Value ETFVanguard S&P 500 Value ETF (VOOV)
0.52%0%15.69%2/1/2025
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
0.51%0%19.16%2/1/2025
ICBCICBC (1398.HK)
0.3%0%75%5/2/2024
GrabGrab (GRAB)
0.16%0%10.13%12/24/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.1%0%19.53%2/1/2025
MicrosoftMicrosoft (MSFT)
0.09%0%8.3%9/26/2024
Technology Select Sector SPDRTechnology Select Sector SPDR (XLK)
0.08%0%8.03%7/30/2024
SeaSea (SE)
0.05%0%3.56%2/1/2025
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
0%0%0.46%2/1/2025
MeituanMeituan (03690.HK)
0%0%0.46%4/3/2023

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)
      		7.89%7.79%
      Vanguard Information TechnologyVanguard Information Technology (VGT)
      		6.58%6.69%
      AlphabetAlphabet (GOOG)
      		5.26%5.42%
      Vanguard S&P 500 Value ETFVanguard S&P 500 Value ETF (VOOV)
      		4.82%4.67%
      VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
      		4.39%4.34%
      SeaSea (SE)
      		1.32%1.28%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		0.44%0.49%

      Cash Exposure Over Time

      Cash Exposure % Over Time