havohejCheng avatar

havohejCheng
🇹🇼 ETF and Other Investor.
1 copier.

Cash Allocation

Range

Highest Cash
January 3, 2025
Lowest Cash
January 1, 2022
Average Cash

Portfolio Diversification

Range

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

Most Consistent Holdings

Top 5

avatarGOOG
99.91%
avatarMSFT
99.91%
avatarKO
99.91%
avatarXOM
99.91%
avatarMA
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
January 1, 2022
Lowest Exposure
January 3, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
40.35%
Technology Services
10.39%
Energy Minerals
3.36%
Retail Trade
1.81%
Electronic Technology
1.52%

Top Countries

Top 5

🇺🇸United States
19.36%
🇬🇧United Kingdom
2.08%
🇮🇱Israel
0.27%
🇨🇳China
0.2%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Invesco QQQInvesco QQQ (QQQ)
9.91%0%99.91%2/1/2025
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
8.51%0%99.91%2/1/2025
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
8.26%0%99.91%2/1/2025
havocFuturehavocFuture
8.11%0%99.91%2/1/2025
iShares Edge MSCI Min Vol USAiShares Edge MSCI Min Vol USA (USMV)
6.59%0%99.91%2/1/2025
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
4.82%0%99.91%2/1/2025
chiay0327chiay0327
3.89%0%99.91%2/1/2025
hugomanenti95hugomanenti95
2.89%0%99.91%2/1/2025
MicrosoftMicrosoft (MSFT)
2.76%0%99.91%2/1/2025
MiyoshiMiyoshi
2.73%0%99.91%2/1/2025
AlphabetAlphabet (GOOG)
2.43%0%99.91%2/1/2025
ShellShell (SHEL)
2.08%0%99.91%2/1/2025
CloudflareCloudflare (NET)
1.8%0%99.91%2/1/2025
ZscalerZscaler (ZS)
1.79%0%99.91%2/1/2025
WisdomTree Cloud Computing FundWisdomTree Cloud Computing Fund (WCLD)
1.7%0%99.91%2/1/2025
NVIDIANVIDIA (NVDA)
1.52%0%77.21%5/27/2024
ExxonMobilExxonMobil (XOM)
1.28%0%99.91%2/1/2025
Coca-ColaCoca-Cola (KO)
1.26%0%99.91%2/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.25%0%99.91%2/1/2025
GameStopGameStop (GME)
1.03%0%99.91%2/1/2025
MastercardMastercard (MA)
0.89%0%99.91%2/1/2025
johnliontwjohnliontw
0.77%0%11.03%5/2/2022
CrowdstrikeCrowdstrike (CRWD)
0.59%0%99.91%2/1/2025
Ross StoresRoss Stores (ROST)
0.58%0%99.91%2/1/2025
Gilead SciencesGilead Sciences (GILD)
0.58%0%99.91%2/1/2025
ARK Innovation ETFARK Innovation ETF (ARKK)
0.57%0%99.91%2/1/2025
Alteryx Inc.Alteryx Inc. (AYX)
0.47%0%71.1%3/21/2024
SnowflakeSnowflake (SNOW)
0.33%0%99.91%2/1/2025
QQQproQQQpro
0.33%0%11.39%5/6/2022
McDonald'sMcDonald's (MCD)
0.32%0%39.65%4/5/2023
Monday.comMonday.com (MNDY)
0.27%0%99.91%2/1/2025
ZoomZoom (ZM)
0.23%0%99.91%2/1/2025
AlibabaAlibaba (BABA)
0.2%0%99.91%2/1/2025
FastlyFastly (FSLY)
0.19%0%99.91%2/1/2025
Coupa Software IncCoupa Software Inc (COUP)
0.06%0%36.55%3/1/2023
MeituanMeituan (03690.HK)
0%0%0%-

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Invesco QQQInvesco QQQ (QQQ)
      		5.48%11.57%
      Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
      		5.48%9.19%
      havocFuturehavocFuture
      		8.38%8.3%
      iShares Edge MSCI Min Vol USAiShares Edge MSCI Min Vol USA (USMV)
      		5.48%6.43%
      iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
      		10.96%5.95%
      iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
      		5.48%3.88%
      chiay0327chiay0327
      		4.08%3.81%
      MicrosoftMicrosoft (MSFT)
      		1.43%2.98%
      AlphabetAlphabet (GOOG)
      		1.1%2.96%
      MiyoshiMiyoshi
      		3.19%2.78%
      hugomanenti95hugomanenti95
      		3.12%2.67%
      CloudflareCloudflare (NET)
      		0.55%2.24%
      ShellShell (SHEL)
      		1.1%1.82%
      WisdomTree Cloud Computing FundWisdomTree Cloud Computing Fund (WCLD)
      		2.74%1.7%
      ZscalerZscaler (ZS)
      		0.77%1.6%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		1.1%1.36%
      GameStopGameStop (GME)
      		3.61%1.17%
      ExxonMobilExxonMobil (XOM)
      		0.55%1.12%
      Coca-ColaCoca-Cola (KO)
      		1.1%1.08%
      MastercardMastercard (MA)
      		0.55%1%
      CrowdstrikeCrowdstrike (CRWD)
      		0.55%0.8%
      Ross StoresRoss Stores (ROST)
      		0.55%0.64%
      Gilead SciencesGilead Sciences (GILD)
      		0.55%0.61%
      ARK Innovation ETFARK Innovation ETF (ARKK)
      		1.64%0.6%
      Monday.comMonday.com (MNDY)
      		0.55%0.31%
      SnowflakeSnowflake (SNOW)
      		0.55%0.26%
      ZoomZoom (ZM)
      		1.1%0.2%
      AlibabaAlibaba (BABA)
      		0.55%0.16%
      FastlyFastly (FSLY)
      		1.1%0.12%
      MeituanMeituan (03690.HK)
      		0%0%

      Cash Exposure Over Time

      Cash Exposure % Over Time