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echungsam_trader
🇹🇼 Multi-Strategy Investor.
128 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
86.67%
avatarNVDA
81.85%
avatarUNH
74.98%
avatarKO
52.33%
avatarMSFT
43.34%

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
29.77%
ETFs
13.65%
Energy Minerals
7.23%
Health Services
6.75%
Technology Services
6.3%

Top Countries

Top 5

🇺🇸United States
72.21%
🇨🇭Switzerland
0.15%
🇫🇷France
0.09%
🇨🇦Canada
0.07%
🇯🇵Japan
0.04%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AppleApple (AAPL)
13.54%4.82%86.67%-
NVIDIANVIDIA (NVDA)
9.79%2.76%81.85%-
Southwestern EnergySouthwestern Energy (SWN)
7.03%0%28.05%10/23/2023
UnitedHealthUnitedHealth (UNH)
6.75%0%74.98%1/22/2025
Coca-ColaCoca-Cola (KO)
5.98%0%52.33%1/3/2024
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
5.44%18.65%35.73%-
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
3.19%9.98%35.73%-
Carpenter TechnologyCarpenter Technology (CRS)
2.54%12.32%28.62%-
UberUber (UBER)
2.42%4.14%41.95%-
MicrosoftMicrosoft (MSFT)
2.29%5.77%43.34%-
MetaMeta (META)
1.99%0%24.2%4/25/2024
AMDAMD (AMD)
1.98%0%30.5%8/5/2024
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
1.89%5.04%35.73%-
DellDell (DELL)
1.87%4.59%37.37%-
Intuitive SurgicalIntuitive Surgical (ISRG)
1.77%6.44%28.86%-
VisaVisa (V)
1.73%0%26.66%9/25/2024
TeslaTesla (TSLA)
1.65%0.57%24.37%-
AlphabetAlphabet (GOOG)
1.48%4.81%28.86%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
1.39%0%31.07%2/8/2023
AristaArista (ANET)
1.36%3.64%38.35%-
AmazonAmazon (AMZN)
1.31%3.82%40.8%-
Equity ResidentialEquity Residential (EQR)
1.06%2.72%36.47%-
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
1.05%0%12.84%11/18/2022
SchlumbergerSchlumberger (SLB)
0.79%0%13.08%4/19/2024
CostcoCostco (COST)
0.78%0%9.98%3/8/2024
Pure StoragePure Storage (PSTG)
0.7%0%26.41%1/21/2025
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
0.59%0%11.37%8/5/2024
KrogerKroger (KR)
0.32%0%7.85%6/1/2022
NetflixNetflix (NFLX)
0.28%0%8.26%4/19/2024
Bank of AmericaBank of America (BAC)
0.26%0%5.48%5/5/2022
BroadcomBroadcom (AVGO)
0.25%2.72%11.04%-
WelltowerWelltower (WELL)
0.21%0%7.6%6/20/2024
PfizerPfizer (PFE)
0.21%0%1.72%5/31/2022
DisneyDisney (DIS)
0.17%0%4.01%4/20/2022
SalesforceSalesforce (CRM)
0.17%1.34%11.04%-
AlbemarleAlbemarle (ALB)
0.15%0%4.99%4/21/2022
CRISPR TherapeuticsCRISPR Therapeutics (CRSP)
0.15%0%4.5%3/4/2024
PrologisPrologis (PLD)
0.13%0%2.45%4/17/2024
VertivVertiv (VRT)
0.12%1.25%11.04%-
AlcoaAlcoa (AA)
0.11%0%2.53%4/20/2022
ChevronChevron (CVX)
0.11%0%1.8%5/31/2022
ModernaModerna (MRNA)
0.1%0%2.21%3/25/2022
InnodataInnodata (INOD)
0.1%0.96%10.96%-
ExxonMobilExxonMobil (XOM)
0.1%0%3.35%3/28/2022
JPMorganJPMorgan (JPM)
0.1%0%1.8%4/13/2022
LVMHLVMH (MC.PA)
0.09%0%4.99%3/7/2022
GE VernovaGE Vernova (GEV)
0.08%0.95%10.96%-
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.08%0%2.21%3/28/2022
HoneywellHoneywell (HON)
0.08%0%3.03%4/7/2022
ShopifyShopify (SHOP)
0.07%0.73%9.81%-
PayPalPayPal (PYPL)
0.07%0%2.13%3/8/2022
Home DepotHome Depot (HD)
0.07%0%1.39%4/22/2022
Technology Select Sector SPDRTechnology Select Sector SPDR (XLK)
0.05%0%0.57%1/7/2022
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
0.04%0%0.57%1/7/2022
SonySony (SONY)
0.04%0%0.9%4/5/2022
MosaicMosaic (MOS)
0.03%0%0.65%4/21/2022
American ExpressAmerican Express (AXP)
0.03%0%0.9%3/4/2022
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.03%0%0.25%4/22/2022
QualcommQualcomm (QCOM)
0.02%0%0.98%3/30/2022
GMGM (GM)
0.01%0%0.25%4/22/2022
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
0.01%0%0.16%3/27/2024
CryptoPortfolioCryptoPortfolio
0.01%0%0.25%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