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limiu82214
🇹🇼 Value Software and Tech Investor.
1 copier.

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
January 4, 2024
Lowest Cash
September 7, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
30 instruments
April 12, 2022
Least Diversified
16 instruments
December 11, 2024
Average
22.3 instruments

Most Consistent Holdings

Top 5

avatarAAPL
100%
avatarGOOG
100%
avatarMSFT
100%
avatarAMZN
100%
avatarJNJ
100%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
September 7, 2024
Lowest Exposure
January 4, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
27.17%
Technology Services
21.08%
Consumer Durables
7.26%
Transportation
3.65%
Cryptocurrencies
3.5%

Top Countries

Top 5

🇺🇸United States
60.81%
🇹🇼Taiwan
3.47%
🇳🇱Netherlands
1.49%
🇬🇧United Kingdom
0.03%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AlphabetAlphabet (GOOG)
16.36%27.42%100%-
AMDAMD (AMD)
16.23%69.76%30.38%-
TeslaTesla (TSLA)
6.2%0.04%100%-
TSMCTSMC (TSM)
3.47%0.05%93.81%-
BitcoinBitcoin (BTC)
2.8%0%36.73%5/10/2023
AppleApple (AAPL)
2.62%1.13%100%-
MicrosoftMicrosoft (MSFT)
2.23%0.23%100%-
Coca-ColaCoca-Cola (KO)
1.92%0%74.31%9/6/2024
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
1.61%0%34.53%9/9/2024
ASMLASML (ASML)
1.49%0.02%99.14%-
Bank of AmericaBank of America (BAC)
1.44%0%13.16%8/30/2023
IntelIntel (INTC)
1.42%0%18.17%8/24/2022
FedExFedEx (FDX)
1.34%0.02%96.4%-
American AirlinesAmerican Airlines (AAL)
1.25%0.02%100%-
ADPADP (ADP)
1.06%0%9.79%10/20/2023
D.R. HortonD.R. Horton (DHI)
1.04%0%67.03%9/6/2024
Alaska AirAlaska Air (ALK)
0.97%0%19.34%7/26/2024
PayPalPayPal (PYPL)
0.94%0%43.3%8/9/2023
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
0.88%0.02%44.4%-
NVIDIANVIDIA (NVDA)
0.87%0.66%98.12%-
MetaMeta (META)
0.87%0%20.83%7/17/2024
QualcommQualcomm (QCOM)
0.83%0%74.31%9/6/2024
MastercardMastercard (MA)
0.73%0.03%100%-
XRPXRP (XRP)
0.7%0%81.68%12/10/2024
Intuitive SurgicalIntuitive Surgical (ISRG)
0.56%0.03%57.09%-
NetflixNetflix (NFLX)
0.51%0%7.52%4/21/2022
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
0.35%0%18.4%2/2/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
0.24%0.09%100%-
CostcoCostco (COST)
0.2%0%74.31%9/6/2024
BoeingBoeing (BA)
0.18%0%10.81%5/19/2022
WalmartWalmart (WMT)
0.15%0%74.31%9/6/2024
AmazonAmazon (AMZN)
0.14%0.13%100%-
NextEraNextEra (NEE)
0.14%0.09%100%-
US Global Jets ETFUS Global Jets ETF (JETS)
0.13%0%7.28%12/29/2023
VisaVisa (V)
0.12%0%74.31%9/6/2024
DoorDashDoorDash (DASH.US)
0.08%0%3.92%5/19/2022
UnityUnity (U)
0.05%0%1.8%7/20/2022
Northrop GrummanNorthrop Grumman (NOC)
0.04%0%17.23%8/11/2022
CaterpillarCaterpillar (CAT)
0.04%0%1.96%1/25/2022
LindeLinde (LIN)
0.03%0%12.92%8/11/2022
GMGM (GM)
0.02%0%12.29%8/11/2022
WANGTUNGSHENGWANGTUNGSHENG
0.01%0%1.1%1/14/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
AMDAMD (AMD)
71.9%61.8%
AlphabetAlphabet (GOOG)
26.11%34.66%
AppleApple (AAPL)
0.84%1.7%
NVIDIANVIDIA (NVDA)
0.14%0.64%
MicrosoftMicrosoft (MSFT)
0.14%0.23%
AmazonAmazon (AMZN)
0.14%0.17%
NextEraNextEra (NEE)
0.14%0.11%
Johnson & JohnsonJohnson & Johnson (JNJ)
0.13%0.1%
TeslaTesla (TSLA)
0.02%0.07%
TSMCTSMC (TSM)
0.02%0.05%
Intuitive SurgicalIntuitive Surgical (ISRG)
0.02%0.04%
MastercardMastercard (MA)
0.02%0.04%
ASMLASML (ASML)
0.02%0.03%
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
0.03%0.03%
American AirlinesAmerican Airlines (AAL)
0.02%0.03%
FedExFedEx (FDX)
0.02%0.03%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments