linyufu avatar

linyufu
🇹🇼 Other and ETF Investor.
27 copiers.

Cash Allocation

Range

Highest Cash
January 5, 2022
Lowest Cash
January 28, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
13 instruments
January 4, 2022
Least Diversified
0 instruments
February 2, 2025
Average
12.8 instruments

Most Consistent Holdings

Top 5

avatarBRK.B
99.91%
avatarQQQ
99.91%
avatarTLT
99.91%
avatarIEF
99.91%
avatarIJR
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 28, 2022
Lowest Exposure
January 5, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
95.57%
Finance
2.21%
Cryptocurrencies
0.3%

Top Countries

Top 5

🇺🇸United States
2.21%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
32.62%0%82.3%2/1/2025
Invesco QQQInvesco QQQ (QQQ)
12.32%0%99.91%2/1/2025
Vanguard Value ETFVanguard Value ETF (VTV)
10.2%0%99.91%2/1/2025
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
7.66%0%99.91%2/1/2025
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
6%0%99.91%2/1/2025
iShares Core S&P Small-Cap ETFiShares Core S&P Small-Cap ETF (IJR)
5.24%0%99.91%2/1/2025
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
5.22%0%99.91%2/1/2025
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
4.93%0%99.91%2/1/2025
iShares Gold TrustiShares Gold Trust (IAU)
3.86%0%99.91%2/1/2025
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
2.81%0%99.91%2/1/2025
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
2.53%0%99.91%2/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
2.21%0%99.91%2/1/2025
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
2.17%0%99.91%2/1/2025
BitcoinBitcoin (BTC)
0.3%0%0.55%4/25/2022

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
      		36.86%40.14%
      Invesco QQQInvesco QQQ (QQQ)
      		8.24%13.35%
      Vanguard Value ETFVanguard Value ETF (VTV)
      		8.23%9.12%
      iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
      		10.29%4.88%
      Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
      		4.55%4.84%
      iShares Core S&P Small-Cap ETFiShares Core S&P Small-Cap ETF (IJR)
      		3.98%4.55%
      iShares Gold TrustiShares Gold Trust (IAU)
      		3.19%3.86%
      iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
      		6.25%3.8%
      Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
      		4.82%3.79%
      Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
      		2.3%2.27%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		1.35%2.22%
      Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
      		2.95%1.91%
      iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
      		2.33%1.61%

      Cash Exposure Over Time

      Cash Exposure % Over Time