liwen1001 avatar

liwen1001
🇹🇼 Investor.
51 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
September 13, 2022
Lowest Cash
February 3, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
10 instruments
February 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
8.4 instruments

Most Consistent Holdings

Top 5

avatarBRK.B
99.92%
avatarQQQ
99.92%
avatarVT.US
99.92%
avatarVOO
99.92%
avatarBP.L
86.4%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 3, 2024
Lowest Exposure
September 13, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
64.75%
Finance
13.89%
Energy Minerals
10.44%
Technology Services
0.46%
Cryptocurrencies
0%

Top Countries

Top 5

🇺🇸United States
14.34%
🇬🇧United Kingdom
10.44%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Berkshire HathawayBerkshire Hathaway (BRK.B)
13.89%17.06%99.92%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
11.92%13.22%99.92%-
Invesco QQQInvesco QQQ (QQQ)
11.41%9.87%99.92%-
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
10.91%9.28%99.92%-
iShares Preferred & Income SeciShares Preferred & Income Sec (PFF)
10.68%0%86.4%12/23/2024
Real Estate Select Sector SPDRReal Estate Select Sector SPDR (XLRE)
10.53%0%86.4%12/23/2024
BPBP (BP.L)
10.44%0%86.4%12/23/2024
iShares U.S. Medical Devices ETFiShares U.S. Medical Devices ETF (IHI)
8.95%0%86.4%12/23/2024
steveli1029steveli1029
5.67%43.25%13.43%-
PalantirPalantir (PLTR)
0.46%4.38%12.69%-
Ishares Expanded Tech-SoftwaIshares Expanded Tech-Softwa (IGV)
0.34%2.73%12.69%-
FlareFlare (FLR)
0%0%6.8%6/7/2023
SongbirdSongbird (SGB)
0%0%11.79%4/20/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
steveli1029steveli1029
51.38%45.03%
Berkshire HathawayBerkshire Hathaway (BRK.B)
13.95%16.57%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
12.15%13.66%
Invesco QQQInvesco QQQ (QQQ)
11.25%13.55%
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
11.07%10.96%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments