steveann1 avatar

steveann1
🇮🇩 Diversified ETF Tech and ETF Investor.
15 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
March 30, 2022
Lowest Cash
January 1, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
31 instruments
January 1, 2022
Least Diversified
10 instruments
September 15, 2022
Average
12.2 instruments

Most Consistent Holdings

Top 5

avatarMSFT
100%
avatarBRK.B
100%
avatarQQQ
100%
avatarVT.US
100%
avatarVOO
100%

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
March 30, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
46.17%
Electronic Technology
14.44%
Finance
12.02%
Consumer Durables
9.33%
Technology Services
5.83%

Top Countries

Top 5

🇺🇸United States
30.38%
🇹🇼Taiwan
11.42%
🇸🇬Singapore
0.07%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Berkshire HathawayBerkshire Hathaway (BRK.B)
12.02%10.19%100%-
TSMCTSMC (TSM)
11.42%11.82%100%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
11.24%12.03%100%-
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
9.4%11.24%100%-
TeslaTesla (TSLA)
9.33%0%91.25%7/7/2025
Invesco QQQInvesco QQQ (QQQ)
8.18%9.73%100%-
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
6.39%6.88%77.39%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
4.76%10.77%63.82%-
MicrosoftMicrosoft (MSFT)
4.62%5.88%100%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
2.45%0%37.93%2/27/2024
NVIDIANVIDIA (NVDA)
2.41%6.18%81.4%-
Vanguard Intermediate-Term Treasury Index FundVanguard Intermediate-Term Treasury Index Fund (VGIT)
1.57%0%33.04%4/8/2024
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
1.34%0%13.57%11/21/2022
BitcoinBitcoin (BTC)
0.62%7.32%35.3%-
PalantirPalantir (PLTR)
0.57%0%25.16%1/3/2023
AlphabetAlphabet (GOOG)
0.38%0.95%12.11%-
AppleApple (AAPL)
0.35%0%9.99%5/18/2022
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
0.27%0%9.99%5/18/2022
AMDAMD (AMD)
0.26%0%12.62%8/8/2024
SPDR GoldSPDR Gold (GLD)
0.14%0%7.59%8/17/2023
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
0.14%0%1.6%9/14/2022
ARK Innovation ETFARK Innovation ETF (ARKK)
0.1%0%9.99%5/18/2022
MetaMeta (META)
0.1%0%9.99%5/18/2022
AmazonAmazon (AMZN)
0.1%0%9.99%5/18/2022
SeaSea (SE)
0.07%0%4.81%3/8/2022
Block Inc.Block Inc. (XYZ)
0.07%0%5.25%3/14/2022
ProShares Ultra VIX Short-Term Futures ETFProShares Ultra VIX Short-Term Futures ETF (UVXY)
0.06%0%6.64%8/22/2025
NetflixNetflix (NFLX)
0.06%0%8.02%4/21/2022
EthereumEthereum (ETH)
0.05%0%17.94%9/12/2022
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
0.05%0%1.53%1/21/2022
SnapchatSnapchat (SNAP)
0.04%0%2.26%1/31/2022
Vanguard Health Care ETFVanguard Health Care ETF (VHT)
0.02%0%1.53%1/21/2022
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
0.02%0%1.53%1/21/2022
ZoomInfoZoomInfo (GTM)
0.02%0%1.75%1/24/2022
UnityUnity (U)
0.02%0%2.26%1/31/2022
DisneyDisney (DIS)
0.01%0%1.75%1/24/2022
SolanaSolana (SOL)
0.01%0%4.81%3/8/2022
ARK Genomic Revolution ETFARK Genomic Revolution ETF (ARKG)
0.01%0%8.02%4/21/2022
SemrushSemrush (SEMR)
0.01%0%1.75%1/24/2022
Official Trump (Experimental)Official Trump (Experimental) (TRUMP)
0.01%0%4.16%3/18/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
TeslaTesla (TSLA)
6.88%13.15%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
9%11.49%
TSMCTSMC (TSM)
10.18%11.34%
Berkshire HathawayBerkshire Hathaway (BRK.B)
6.86%10.82%
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
12.5%10.44%
Invesco QQQInvesco QQQ (QQQ)
7.19%8.21%
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
9.47%7.98%
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
11.84%7.34%
MicrosoftMicrosoft (MSFT)
6.16%5.34%
NVIDIANVIDIA (NVDA)
2.65%2.67%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments