BenSparham avatar

BenSparham
🇬🇧 Value Investor.
29 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
December 29, 2022
Lowest Cash
January 19, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
46 instruments
June 9, 2022
Least Diversified
0 instruments
December 29, 2022
Average
16.7 instruments

Most Consistent Holdings

Top 5

avatarGLD
48.65%
avatarTLT
47.34%
avatarIEF
45.54%
avatarMETA
44.14%
avatarMSFT
43.9%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 19, 2024
Lowest Exposure
December 29, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
40.36%
Technology Services
11.04%
Finance
7.62%
Consumer Non Durables
6.83%
Retail Trade
4.85%

Top Countries

Top 5

🇺🇸United States
47.89%
🇳🇱Netherlands
0.88%
🇬🇧United Kingdom
0.5%
🇨🇳China
0.45%
🇮🇪Ireland
0.4%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR GoldSPDR Gold (GLD)
6.76%24.61%48.65%-
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
5.91%13.97%45.54%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
5.75%4.61%47.34%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
4.24%0%18.18%5/27/2024
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
4.08%20.43%29.07%-
Invesco QQQInvesco QQQ (QQQ)
3.6%20.97%22.36%-
MicrosoftMicrosoft (MSFT)
3.59%0%43.9%9/10/2024
MetaMeta (META)
3%0%44.14%9/10/2024
VisaVisa (V)
2.69%0%43.9%9/10/2024
AlphabetAlphabet (GOOGL)
2.66%0%37.84%5/27/2024
MastercardMastercard (MA)
2.64%0%43.9%9/10/2024
ProShares Short S&P500ProShares Short S&P500 (SH)
2.43%0%17.28%5/3/2024
iShares 1-3 Year Treasury Bond ETFiShares 1-3 Year Treasury Bond ETF (SHY)
2.11%4.77%35.22%-
Coca-ColaCoca-Cola (KO)
1.98%0%29.65%5/23/2024
AmazonAmazon (AMZN)
1.95%0%27.68%9/10/2024
McDonald'sMcDonald's (MCD)
1.93%0%28.83%3/14/2024
AppleApple (AAPL)
1.69%0%19.9%9/10/2024
iPath Bloomberg Commodity Index Total Return ETNiPath Bloomberg Commodity Index Total Return ETN (DJP)
1.47%0%21.87%5/1/2025
HersheyHershey (HSY)
1.33%0%20.48%3/4/2024
NikeNike (NKE)
1.25%0%18.43%1/5/2024
Vanguard Mid-Cap ETFVanguard Mid-Cap ETF (VO)
0.93%5.11%19.82%-
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
0.91%5.15%19.66%-
NVIDIANVIDIA (NVDA)
0.9%0%8.6%9/10/2024
Procter & GambleProcter & Gamble (PG)
0.85%0%21.29%9/10/2024
ASMLASML (ASML)
0.79%0%15.89%2/29/2024
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
0.79%0%9.66%5/1/2025
UnitedHealthUnitedHealth (UNH)
0.76%0%19.82%9/10/2024
AlphabetAlphabet (GOOG)
0.68%0%8.6%9/10/2024
Lowe'sLowe's (LOW)
0.67%0%13.02%7/31/2023
DisneyDisney (DIS)
0.59%0%6.55%5/3/2024
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.57%0%14.66%11/27/2023
Eli LillyEli Lilly (LLY)
0.53%0%13.35%9/10/2024
PepsiCoPepsiCo (PEP)
0.53%0%10.32%5/23/2024
PayPalPayPal (PYPL)
0.49%0%8.44%10/25/2023
Johnson & JohnsonJohnson & Johnson (JNJ)
0.49%0%15.64%9/10/2024
ChipotleChipotle (CMG)
0.43%0%5.08%11/27/2023
LyondellBasellLyondellBasell (LYB)
0.41%0%13.76%11/10/2022
iShares iBoxx $ Investment Grade Corporate Bond ETFiShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
0.37%0%8.03%5/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.34%0%12.12%9/10/2024
BroadcomBroadcom (AVGO)
0.33%0%10.32%9/10/2024
Louisiana-PacificLouisiana-Pacific (LPX)
0.33%0%14.74%3/13/2023
LennarLennar (LEN)
0.33%0%8.52%11/10/2022
Steel DynamicsSteel Dynamics (STLD)
0.32%0%14.74%3/13/2023
NucorNucor (NUE)
0.32%0%14.74%3/13/2023
TKOTKO (TKO)
0.31%0%5.73%11/8/2023
JPMorganJPMorgan (JPM)
0.31%0%14.91%9/10/2024
StarbucksStarbucks (SBUX)
0.3%0%6.22%7/31/2023
Tractor SupplyTractor Supply (TSCO)
0.29%0%5.57%8/20/2023
Encore Wire CorporationEncore Wire Corporation (WIRE)
0.28%0%11.14%9/14/2023
Lamb WestonLamb Weston (LW)
0.27%0%5.08%11/28/2022
Monster BeverageMonster Beverage (MNST)
0.27%0%2.78%4/15/2024
AccentureAccenture (ACN)
0.26%0%5.65%2/29/2024
Neurocrine BiosciencesNeurocrine Biosciences (NBIX)
0.26%0%4.83%11/28/2022
ZIMZIM (ZIM)
0.25%0%10.89%3/13/2023
PaychexPaychex (PAYX)
0.25%0%5.24%12/15/2023
AlibabaAlibaba (BABA)
0.24%0%5.16%6/13/2023
WalmartWalmart (WMT)
0.24%0%9.5%9/10/2024
TerniumTernium (TX)
0.23%0%9.34%3/13/2023
MicronMicron (MU)
0.23%0%4.67%11/10/2022
U.S. SteelU.S. Steel (X)
0.22%0%10.89%3/13/2023
MatsonMatson (MATX)
0.22%0%9.34%3/13/2023
PfizerPfizer (PFE)
0.22%0%4.18%11/10/2022
TeslaTesla (TSLA)
0.22%0%8.6%9/10/2024
Alpha MetallurgicalAlpha Metallurgical (AMR)
0.21%0%7.29%9/14/2023
Daqo New EnergyDaqo New Energy (DQ)
0.2%0%7.29%9/14/2023
JOYYJOYY (JOYY)
0.2%0%7.29%9/14/2023
Peabody EnergyPeabody Energy (BTU)
0.2%0%7.29%9/14/2023
APAAPA (APA)
0.2%0%9.34%3/13/2023
HF SinclairHF Sinclair (DINO)
0.19%0%7.29%9/14/2023
Arch ResourcesArch Resources (ARCH)
0.19%0%7.29%9/14/2023
PBF EnergyPBF Energy (PBF)
0.19%0%7.29%9/14/2023
Cal-Maine FoodsCal-Maine Foods (CALM)
0.19%0%7.29%9/14/2023
CRCCRC (CRC)
0.19%0%7.29%9/14/2023
CONSOL EnergyCONSOL Energy (CNR)
0.19%0%7.29%9/14/2023
Domino'sDomino's (DPZ)
0.19%0%2.21%11/27/2023
CostcoCostco (COST)
0.18%0%9.75%9/10/2024
WhirlpoolWhirlpool (WHR)
0.18%0%9.25%8/5/2022
UltaUlta (ULTA)
0.18%0%3.28%8/20/2023
Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
0.18%0%7.37%5/1/2025
Reliance SteelReliance Steel (RS)
0.18%0%9.25%8/5/2022
Vanguard Small-Cap Value ETFVanguard Small-Cap Value ETF (VBR)
0.17%0%2.05%3/20/2023
CencoraCencora (COR)
0.17%0%2.21%9/4/2022
S&P GlobalS&P Global (SPGI)
0.17%0%3.44%7/11/2023
HuntsmanHuntsman (HUN)
0.17%0%9.25%8/5/2022
ExxonMobilExxonMobil (XOM)
0.16%0%8.6%9/10/2024
Williams-SonomaWilliams-Sonoma (WSM)
0.16%0%9.25%8/5/2022
Builders FirstSourceBuilders FirstSource (BLDR)
0.16%0%5.49%3/13/2023
Kulicke and SoffaKulicke and Soffa (KLIC)
0.15%0%5.49%3/13/2023
Real Estate Select Sector SPDRReal Estate Select Sector SPDR (XLRE)
0.15%0%7.21%10/10/2024
MosaicMosaic (MOS)
0.15%0%5.49%3/13/2023
Callon Petroleum CoCallon Petroleum Co (CPE)
0.15%0%5.49%3/13/2023
CivitasCivitas (CIVI)
0.15%0%5.49%3/13/2023
Consumer Discret Select Sector SPDRConsumer Discret Select Sector SPDR (XLY)
0.15%0%4.91%10/10/2024
PDC Energy IncPDC Energy Inc (PDCE)
0.14%0%5.49%3/13/2023
ProgynyProgyny (PGNY)
0.14%0%5.16%11/17/2022
InmodeInmode (INMD)
0.14%0%3.44%9/14/2023
Range ResourcesRange Resources (RRC)
0.14%0%5.49%3/13/2023
EquinorEquinor (EQNR)
0.14%0%7.21%9/14/2023
Boise CascadeBoise Cascade (BCC)
0.14%0%5.49%3/13/2023
VirVir (VIR)
0.14%0%5.49%3/13/2023
Communication Services Select Sector SPDR FundCommunication Services Select Sector SPDR Fund (XLC)
0.14%0%3.77%10/10/2024
LululemonLululemon (LULU)
0.14%0%1.64%4/3/2024
MedtronicMedtronic (MDT.US)
0.14%0%2.21%9/4/2022
ChartChart (GTLS)
0.13%0%3.52%11/9/2022
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
0.13%0%5.08%10/10/2024
SM EnergySM Energy (SM)
0.13%0%5.49%3/13/2023
BioNTech SEBioNTech SE (BNTX)
0.13%0%5.49%3/13/2023
ComcastComcast (CMCSA)
0.13%0%2.21%9/4/2022
CumminsCummins (CMI)
0.13%0%2.21%9/4/2022
GraingerGrainger (GWW)
0.12%0%2.21%9/4/2022
General MillsGeneral Mills (GIS)
0.12%0%2.7%7/11/2023
CSXCSX (CSX)
0.12%0%2.21%9/4/2022
Avery DennisonAvery Dennison (AVY)
0.12%0%2.21%9/4/2022
MerckMerck (MRK)
0.12%0%6.22%12/22/2022
OracleOracle (ORCL)
0.12%0%8.6%9/10/2024
AmgenAmgen (AMGN)
0.12%0%6.22%12/22/2022
EmersonEmerson (EMR)
0.12%0%2.21%9/4/2022
3M3M (MMM)
0.11%0%6.22%12/22/2022
CiscoCisco (CSCO)
0.11%0%6.22%12/22/2022
DoverDover (DOV)
0.11%0%2.21%9/4/2022
VerizonVerizon (VZ)
0.11%0%6.22%12/22/2022
Industrial Select Sector SPDRIndustrial Select Sector SPDR (XLI)
0.11%0%2.38%10/10/2024
WalgreensWalgreens (WBA)
0.11%0%6.22%12/22/2022
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
0.11%0%2.38%10/10/2024
ProShares UltraShort S&P500ProShares UltraShort S&P500 (SDS)
0.11%0%1.88%4/22/2024
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
0.11%0%2.38%10/10/2024
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
0.11%0%2.38%10/10/2024
WestlakeWestlake (WLK)
0.1%0%5.41%6/17/2022
OlinOlin (OLN)
0.1%0%5.41%6/17/2022
ProShares Short QQQ ETFProShares Short QQQ ETF (PSQ)
0.1%0%1.15%10/30/2023
TotalEnergiesTotalEnergies (TTE)
0.1%0%5.41%6/17/2022
Owens CorningOwens Corning (OC)
0.1%0%5.41%6/17/2022
ExpeditorsExpeditors (EXPD)
0.1%0%5.41%6/17/2022
ASE TechnologyASE Technology (ASX)
0.09%0%5.41%6/17/2022
TeckTeck (TECK)
0.09%0%5.41%6/17/2022
Eni SpA-ADREni SpA-ADR (E)
0.09%0%5.41%6/17/2022
Taylor MorrisonTaylor Morrison (TMHC)
0.09%0%3.85%8/5/2022
Tyson FoodsTyson Foods (TSN)
0.09%0%5.41%6/17/2022
PoscoPosco (PKX)
0.09%0%5.41%6/17/2022
ProShares S&P 500 Dividend Aristocrats ETFProShares S&P 500 Dividend Aristocrats ETF (NOBL)
0.09%0%0.9%8/17/2022
StellantisStellantis (STLA.US)
0.09%0%5.41%6/17/2022
PulteGroupPulteGroup (PHM)
0.09%0%3.85%8/5/2022
Eastman ChemicalEastman Chemical (EMN)
0.09%0%1.31%8/22/2022
Tri PointeTri Pointe (TPH)
0.09%0%3.85%8/5/2022
ADPADP (ADP)
0.09%0%1.23%2/29/2024
GerdauGerdau (GGB)
0.09%0%5.41%6/17/2022
Rio TintoRio Tinto (RIO)
0.08%0%5.41%6/17/2022
DycomDycom (DY)
0.08%0%2.7%11/21/2022
PetrobrasPetrobras (PBR.A)
0.08%0%5.41%6/17/2022
QualcommQualcomm (QCOM)
0.08%0%1.31%8/22/2022
AutoNationAutoNation (AN)
0.08%0%3.85%8/5/2022
Group 1 AutomotiveGroup 1 Automotive (GPI)
0.08%0%3.85%8/5/2022
ParamountParamount (PARA)
0.08%0%5.41%6/17/2022
Sally BeautySally Beauty (SBH)
0.08%0%3.85%8/5/2022
IntelIntel (INTC)
0.08%0%4.59%8/5/2022
Western UnionWestern Union (WU)
0.08%0%3.85%8/5/2022
ValeVale (VALE)
0.08%0%5.41%6/17/2022
Dick'sDick's (DKS)
0.08%0%5.41%6/17/2022
ChevronChevron (CVX)
0.08%0%4.59%8/5/2022
AtkoreAtkore (ATKR)
0.08%0%3.85%8/5/2022
QuidelQuidel (QDEL)
0.08%0%3.85%8/5/2022
Array TechnologiesArray Technologies (ARRY)
0.07%0%3.19%11/21/2022
HPHP (HPQ)
0.07%0%3.85%8/5/2022
DowDow (DOW)
0.07%0%4.59%8/5/2022
Foot LockerFoot Locker (FL)
0.07%0%3.85%8/5/2022
Victoria's SecretVictoria's Secret (VSCO)
0.07%0%3.85%8/5/2022
CSNCSN (SID)
0.07%0%5.41%6/17/2022
ODPODP (ODP)
0.07%0%3.85%8/5/2022
Sibanye StillwaterSibanye Stillwater (SBSW)
0.07%0%5.41%6/17/2022
GrafTechGrafTech (EAF)
0.07%0%3.85%8/5/2022
iShares China Large-Cap ETFiShares China Large-Cap ETF (FXI)
0.07%0%6.8%4/12/2022
Vista OutdoorVista Outdoor (VSTO)
0.07%0%3.85%8/5/2022
Dillard'sDillard's (DDS)
0.06%0%3.85%8/5/2022
SunPowerSunPower (SPWRQ)
0.06%0%1.88%10/7/2022
Marsh & McLennanMarsh & McLennan (MMC)
0.06%0%1.15%11/28/2022
Marathon PetroleumMarathon Petroleum (MPC)
0.05%0%1.8%9/14/2023
ValeroValero (VLO)
0.05%0%1.8%9/14/2023
ChesapeakeChesapeake (EXE)
0.05%0%1.8%9/14/2023
Vanguard Mid-Cap Value ETFVanguard Mid-Cap Value ETF (VOE)
0.05%0%0.57%9/21/2023
Enerplus CorpEnerplus Corp (ERF)
0.05%0%1.8%9/14/2023
STAAR SurgicalSTAAR Surgical (STAA)
0.05%0%1.06%9/22/2022
CortevaCorteva (CTVA)
0.05%0%1.31%11/28/2022
SignetSignet (SIG)
0.05%0%1.8%9/14/2023
EQTEQT (EQT)
0.05%0%1.8%9/14/2023
TenarisTenaris (TS)
0.05%0%1.8%9/14/2023
Scorpio TankersScorpio Tankers (STNG)
0.05%0%1.8%9/14/2023
AgilentAgilent (A)
0.05%0%1.23%11/28/2022
HiltonHilton (HLT)
0.04%0%0.9%11/28/2022
HyattHyatt (H)
0.04%0%0.9%9/22/2022
Resolute Forest Products IncResolute Forest Products Inc (RFP)
0.04%0%2.05%7/12/2022
NetflixNetflix (NFLX)
0.04%0%0.9%5/27/2024
Graphic PackagingGraphic Packaging (GPK)
0.04%0%0.82%9/16/2022
Wynn ResortsWynn Resorts (WYNN)
0.04%0%0.9%10/11/2022
IBMIBM (IBM)
0.03%0%1.64%12/22/2022
AdobeAdobe (ADBE)
0.03%0%0.66%3/6/2024
Home DepotHome Depot (HD)
0.03%0%0.66%3/6/2024
Thermo FisherThermo Fisher (TMO)
0.03%0%0.57%2/29/2024
TSMCTSMC (TSM)
0.03%0%0.57%2/29/2024
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.03%0%2.78%2/7/2023
Materials Select Sector SPDRMaterials Select Sector SPDR (XLB)
0.02%0%2.38%11/10/2022
Vanguard Information TechnologyVanguard Information Technology (VGT)
0.02%0%0.33%3/4/2024
Vanguard Communication Services ETFVanguard Communication Services ETF (VOX)
0.02%0%0.33%3/4/2024
Vanguard Health Care ETFVanguard Health Care ETF (VHT)
0.02%0%0.33%3/4/2024
Vanguard Financials ETFVanguard Financials ETF (VFH)
0.02%0%0.33%3/4/2024
Morgan StanleyMorgan Stanley (MS)
0.01%0%0.33%5/27/2024
American ExpressAmerican Express (AXP)
0.01%0%0.33%5/27/2024
DanaherDanaher (DHR)
0.01%0%0.33%5/27/2024
Invesco DB US Dollar Index Bullish FundInvesco DB US Dollar Index Bullish Fund (UUP)
0.01%0%0.08%10/31/2023
NZD/USDNZD/USD (NZDUSD)
0.01%0%0.25%11/21/2022
EUR/JPYEUR/JPY (EURJPY)
0%0%0.08%11/23/2022
Proshares Ultra S&P 500Proshares Ultra S&P 500 (SSO)
0%0%0.08%8/15/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
SPDR GoldSPDR Gold (GLD)
24.85%24.75%
Invesco QQQInvesco QQQ (QQQ)
19.16%19.85%
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
19.12%19.4%
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
15.2%14.64%
iShares 1-3 Year Treasury Bond ETFiShares 1-3 Year Treasury Bond ETF (SHY)
5.06%5.02%
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
5.04%4.68%
Vanguard Mid-Cap ETFVanguard Mid-Cap ETF (VO)
4.67%4.66%
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
4.55%4.64%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments