linyufu avatar

linyufu
🇹🇼 ETF and Other Investor.
24 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
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
99.86%
avatarIEF
99.86%
avatarIJR
99.86%
avatarVEA
99.86%
avatarVTV
99.86%

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
95.05%
Finance
2.22%
Cryptocurrencies
0.23%

Top Countries

Top 5

🇺🇸United States
2.22%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
34.3%40.77%86.12%-
Invesco QQQInvesco QQQ (QQQ)
12.48%13.54%99.72%-
Vanguard Value ETFVanguard Value ETF (VTV)
9.89%8.76%99.86%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
6.97%4.12%99.79%-
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
5.83%5.34%99.86%-
iShares Core S&P Small-Cap ETFiShares Core S&P Small-Cap ETF (IJR)
4.98%4.14%99.86%-
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
4.86%3.34%99.86%-
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
4.61%3.21%99.72%-
iShares Gold TrustiShares Gold Trust (IAU)
4.04%5.34%99.79%-
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
2.7%2.34%99.72%-
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
2.37%1.66%99.86%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
2.22%2.07%99.86%-
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
2.03%1.41%99.79%-
BitcoinBitcoin (BTC)
0.23%0%0.42%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 & Instruments Over Time

Cash Exposure %

Number of Instruments