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echungsam_trader
🇹🇼 Multi-Strategy ETF Investor.
113 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
May 3, 2022
Lowest Cash
November 23, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
21 instruments
February 6, 2025
Least Diversified
1 instruments
May 3, 2022
Average
11.1 instruments

Most Consistent Holdings

Top 5

avatarAAPL
81.75%
avatarNVDA
77.3%
avatarUNH
69.16%
avatarKO
48.27%
avatarMSFT
42.99%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 23, 2023
Lowest Exposure
May 3, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
27.9%
ETFs
15.87%
Energy Minerals
6.67%
Technology Services
6.25%
Health Services
6.22%

Top Countries

Top 5

🇺🇸United States
68.09%
🇨🇭Switzerland
0.13%
🇨🇦Canada
0.1%
🇫🇷France
0.09%
🇯🇵Japan
0.03%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AppleApple (AAPL)
12.57%0%81.75%6/30/2025
NVIDIANVIDIA (NVDA)
9.08%0%77.3%6/30/2025
Southwestern EnergySouthwestern Energy (SWN)
6.48%0%25.87%10/23/2023
UnitedHealthUnitedHealth (UNH)
6.22%0%69.16%1/22/2025
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
6.06%8.71%40.72%-
Coca-ColaCoca-Cola (KO)
5.51%0%48.27%1/3/2024
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
3.34%0%37.03%7/30/2025
Carpenter TechnologyCarpenter Technology (CRS)
2.57%0%28.21%6/30/2025
UberUber (UBER)
2.31%0%40.57%7/1/2025
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
2.3%9.8%40.72%-
MicrosoftMicrosoft (MSFT)
2.29%0%42.99%7/16/2025
MetaMeta (META)
1.83%0%22.32%4/25/2024
AMDAMD (AMD)
1.83%0%28.13%8/5/2024
DellDell (DELL)
1.81%0%36.27%6/30/2025
Intuitive SurgicalIntuitive Surgical (ISRG)
1.75%0%28.51%7/1/2025
VisaVisa (V)
1.59%0%24.59%9/25/2024
TeslaTesla (TSLA)
1.57%0.81%30.24%-
AlphabetAlphabet (GOOG)
1.51%0%29.64%7/16/2025
AristaArista (ANET)
1.32%0%37.25%7/1/2025
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
1.28%0%28.66%2/8/2023
AmazonAmazon (AMZN)
1.28%0%39.44%6/30/2025
Equity ResidentialEquity Residential (EQR)
1.03%0%35.44%6/30/2025
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
0.97%0%11.84%11/18/2022
iShares 1-3 Year Treasury Bond ETFiShares 1-3 Year Treasury Bond ETF (SHY)
0.74%19.99%3.7%-
SchlumbergerSchlumberger (SLB)
0.73%0%12.07%4/19/2024
CostcoCostco (COST)
0.72%0%9.2%3/8/2024
Pure StoragePure Storage (PSTG)
0.65%0%24.36%1/21/2025
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
0.55%0%10.48%8/5/2024
KrogerKroger (KR)
0.3%0%7.24%6/1/2022
BroadcomBroadcom (AVGO)
0.28%0%12.07%7/1/2025
NetflixNetflix (NFLX)
0.26%0%7.62%4/19/2024
SalesforceSalesforce (CRM)
0.25%1.14%17.95%-
Bank of AmericaBank of America (BAC)
0.24%0%5.05%5/5/2022
VertivVertiv (VRT)
0.22%1.44%17.95%-
WelltowerWelltower (WELL)
0.2%0%7.01%6/20/2024
PfizerPfizer (PFE)
0.2%0%1.58%5/31/2022
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.18%4.82%3.7%-
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
0.18%4.73%3.7%-
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
0.18%4.69%3.7%-
DisneyDisney (DIS)
0.15%0%3.7%4/20/2022
AlbemarleAlbemarle (ALB)
0.14%0%4.6%4/21/2022
CRISPR TherapeuticsCRISPR Therapeutics (CRSP)
0.13%0%4.15%3/4/2024
PrologisPrologis (PLD)
0.12%0%2.26%4/17/2024
InnodataInnodata (INOD)
0.11%0%11.92%6/30/2025
AlcoaAlcoa (AA)
0.1%0%2.34%4/20/2022
ShopifyShopify (SHOP)
0.1%0%13.05%7/30/2025
ChevronChevron (CVX)
0.1%0%1.66%5/31/2022
GE VernovaGE Vernova (GEV)
0.09%0%11.99%7/1/2025
ModernaModerna (MRNA)
0.09%0%2.04%3/25/2022
ExxonMobilExxonMobil (XOM)
0.09%0%3.09%3/28/2022
JPMorganJPMorgan (JPM)
0.09%0%1.66%4/13/2022
LVMHLVMH (MC.PA)
0.09%0%4.6%3/7/2022
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.08%0%2.04%3/28/2022
HoneywellHoneywell (HON)
0.07%0%2.79%4/7/2022
PayPalPayPal (PYPL)
0.07%0%1.96%3/8/2022
Home DepotHome Depot (HD)
0.07%0%1.28%4/22/2022
Technology Select Sector SPDRTechnology Select Sector SPDR (XLK)
0.04%0%0.53%1/7/2022
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
0.04%0%0.53%1/7/2022
SonySony (SONY)
0.03%0%0.83%4/5/2022
MosaicMosaic (MOS)
0.03%0%0.6%4/21/2022
American ExpressAmerican Express (AXP)
0.03%0%0.83%3/4/2022
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.02%0%0.23%4/22/2022
QualcommQualcomm (QCOM)
0.02%0%0.9%3/30/2022
GMGM (GM)
0.01%0%0.23%4/22/2022
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
0.01%0%0.15%3/27/2024
CryptoPortfolioCryptoPortfolio
0.01%0%0.23%1/3/2022
AlibabaAlibaba (BABA)
0%0%0.08%5/6/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
23.34%19.57%
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
11.2%10.27%
Carpenter TechnologyCarpenter Technology (CRS)
5.6%8.8%
Intuitive SurgicalIntuitive Surgical (ISRG)
5.6%6.26%
AppleApple (AAPL)
5.6%6.25%
AlphabetAlphabet (GOOG)
5.6%5.6%
MicrosoftMicrosoft (MSFT)
5.6%5.41%
UberUber (UBER)
5.6%5.4%
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
5.6%5.13%
UnitedHealthUnitedHealth (UNH)
5.6%5.07%
DellDell (DELL)
5.6%4.92%
AristaArista (ANET)
2.8%4.4%
AmazonAmazon (AMZN)
2.8%3.36%
Equity ResidentialEquity Residential (EQR)
2.8%2.97%
Pure StoragePure Storage (PSTG)
2.8%2.86%
NVIDIANVIDIA (NVDA)
2.8%2.75%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments