DanielRowlands85 avatar

DanielRowlands85
🇬🇧 Growth Financial Services and Software Investor.
144 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
April 6, 2024
Lowest Cash
February 19, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
32 instruments
September 4, 2022
Least Diversified
0 instruments
February 2, 2025
Average
25.9 instruments

Most Consistent Holdings

Top 5

avatarMSFT
99.86%
avatarVOO
92.99%
avatarQQQ
92.85%
avatarBTC
92.57%
avatarGOOG
92.49%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 19, 2022
Lowest Exposure
April 6, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
21.17%
ETFs
12.81%
Finance
12.17%
Electronic Technology
7.22%
Consumer Services
5.64%

Top Countries

Top 5

🇺🇸United States
62.18%
🇬🇧United Kingdom
4.95%
🇨🇳China
2.16%
🇹🇼Taiwan
1.35%
🇰🇾Cayman Islands
1.05%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
4.4%5.06%92.99%-
Invesco QQQInvesco QQQ (QQQ)
4.28%4.94%92.85%-
AlphabetAlphabet (GOOG)
4.23%7.2%92.49%-
MicrosoftMicrosoft (MSFT)
4.21%4.74%99.86%-
BitcoinBitcoin (BTC)
3.91%4.05%92.57%-
MetaMeta (META)
3.42%3.33%71.41%-
SalesforceSalesforce (CRM)
3.05%0%82.13%3/28/2025
AdobeAdobe (ADBE)
2.91%0%76.91%1/13/2025
AmazonAmazon (AMZN)
2.85%4.08%68.83%-
JPMorganJPMorgan (JPM)
2.82%0%64.12%3/25/2025
CaterpillarCaterpillar (CAT)
2.6%5.04%64.76%-
VisaVisa (V)
2.41%0%74.34%1/8/2025
IAGIAG (IAG.L)
2.22%2.62%55.54%-
PepsiCoPepsiCo (PEP)
2.11%0%74.7%1/10/2025
MastercardMastercard (MA)
2.09%3.07%58.26%-
McDonald'sMcDonald's (MCD)
1.97%0%66.76%9/16/2024
NVIDIANVIDIA (NVDA)
1.95%0%58.26%12/18/2024
Rio TintoRio Tinto (RIO)
1.88%0%57.97%10/3/2024
StarbucksStarbucks (SBUX)
1.76%0%50.32%9/16/2024
AppleApple (AAPL)
1.73%0%52.75%2/26/2024
iShares Select Dividend ETFiShares Select Dividend ETF (DVY)
1.4%0%39.03%9/21/2023
EthereumEthereum (ETH)
1.37%2.97%44.6%-
TSMCTSMC (TSM)
1.35%5.14%31.67%-
Bank of AmericaBank of America (BAC)
1.32%3.61%37.31%-
UnitedHealthUnitedHealth (UNH)
1.25%0%38.31%12/20/2024
Procter & GambleProcter & Gamble (PG)
1.22%0%41.46%1/8/2025
Lockheed MartinLockheed Martin (LMT)
1.2%0%45.75%10/3/2024
GMGM (GM)
1.17%4.55%31.24%-
NikeNike (NKE)
1.09%0%40.67%9/25/2023
ArganArgan (AGX)
1.06%7.37%23.3%-
Lam ResearchLam Research (LRCX)
1.06%0%29.59%9/10/2024
CredoCredo (CRDO)
1.05%8.54%23.23%-
Realty IncomeRealty Income (O)
0.95%0%28.95%11/6/2023
AlibabaAlibaba (9988.HK)
0.94%0%32.67%11/10/2023
CoinbaseCoinbase (COIN)
0.88%3.32%23.66%-
BPBP (BP.L)
0.85%0%28.31%5/2/2023
Johnson & JohnsonJohnson & Johnson (JNJ)
0.83%0%26.3%9/29/2023
CarnivalCarnival (CCL)
0.83%3.24%22.94%-
SkyWestSkyWest (SKYW)
0.83%3.75%19.16%-
Energy Select Sector SPDREnergy Select Sector SPDR (XLE)
0.82%0%25.02%5/2/2023
PayPalPayPal (PYPL)
0.82%2.17%31.17%-
Brinker Intl.Brinker Intl. (EAT)
0.82%3.24%23.3%-
TencentTencent (0700.HK)
0.8%0%30.16%9/29/2023
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.79%0%26.52%2/9/2023
AMDAMD (AMD)
0.79%0%31.17%5/18/2023
ValeVale (VALE)
0.74%0%23.66%2/13/2023
FrontlineFrontline (FRO)
0.7%0%19.51%11/27/2024
Arbor RealtyArbor Realty (ABR)
0.69%0%19.59%11/16/2023
IntappIntapp (INTA)
0.67%2.04%23.3%-
Wells FargoWells Fargo (WFC)
0.65%3.44%17.94%-
Block Inc.Block Inc. (XYZ)
0.64%2.15%23.59%-
iShares China Large-Cap ETFiShares China Large-Cap ETF (FXI)
0.58%0%29.59%9/21/2023
Pampa EnergiaPampa Energia (PAM)
0.53%0%17.51%5/1/2023
HPHP (HPQ)
0.52%0%15.65%9/25/2023
LululemonLululemon (LULU)
0.5%0%17.44%9/15/2022
Coca-ColaCoca-Cola (KO)
0.46%0%16.8%9/12/2024
Li AutoLi Auto (LI)
0.42%0%14.01%5/21/2024
NextEraNextEra (NEE)
0.39%0%15.65%9/25/2023
SPDR GoldSPDR Gold (GLD)
0.37%0%13.94%1/13/2023
PfizerPfizer (PFE)
0.36%0%22.73%12/14/2022
ExxonMobilExxonMobil (XOM)
0.35%0%10.22%9/16/2022
American ExpressAmerican Express (AXP)
0.25%0%8.01%10/9/2023
AirbnbAirbnb (ABNB)
0.24%0%7.22%4/22/2022
BoeingBoeing (BA)
0.19%0%15.23%4/24/2023
RokuRoku (ROKU)
0.18%0%8.36%5/4/2022
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.15%0%5.22%12/16/2024
ChevronChevron (CVX)
0.12%0%5.43%5/2/2023
SnapchatSnapchat (SNAP)
0.12%0%3.43%7/11/2023
First FinancialFirst Financial (FFIN)
0.12%0%4.57%7/27/2023
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.02%0%0.64%6/14/2022
DisneyDisney (DIS)
0.02%0%1.22%2/1/2022
ShopifyShopify (SHOP)
0.01%0%0.64%2/23/2022
ConfluentConfluent (CFLT)
0.01%0%0.29%5/12/2023
BioNTech SEBioNTech SE (BNTX)
0%0%0.14%5/10/2023
AffirmAffirm (AFRM)
0%0%0.21%1/31/2022
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
0%0%0.5%3/3/2022
ZoomZoom (ZM)
0%0%0.29%1/31/2022
Shift Technologies Inc Class AShift Technologies Inc Class A (SFTGQ)
0%0%0.5%3/3/2022
RobloxRoblox (RBLX)
0%0%0.29%2/28/2022
Liberty BroadbandLiberty Broadband (LBRDK)
0%0%0.07%5/25/2023
VanEck Vectors Russia ETFVanEck Vectors Russia ETF (RSX)
0%0%0.07%2/25/2022
MeituanMeituan (03690.HK)
0%0%0.07%3/30/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
IAGIAG (IAG.L)
3.95%6.39%
BitcoinBitcoin (BTC)
5.05%5.47%
Invesco QQQInvesco QQQ (QQQ)
5.3%5.16%
SalesforceSalesforce (CRM)
4.01%5.04%
JPMorganJPMorgan (JPM)
3.86%5%
MetaMeta (META)
3.9%4.99%
AmazonAmazon (AMZN)
4.73%4.8%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
4.8%4.59%
AlphabetAlphabet (GOOG)
3.91%4.28%
VisaVisa (V)
3.98%4.26%
CaterpillarCaterpillar (CAT)
3.92%4.06%
MicrosoftMicrosoft (MSFT)
3.92%4.05%
EthereumEthereum (ETH)
4.45%3.87%
TSMCTSMC (TSM)
3.95%3.78%
MastercardMastercard (MA)
3.9%3.74%
GMGM (GM)
4.04%3.68%
Bank of AmericaBank of America (BAC)
3.95%3.59%
AdobeAdobe (ADBE)
4.43%3.55%
Procter & GambleProcter & Gamble (PG)
2.58%2.42%
PepsiCoPepsiCo (PEP)
2.9%2.08%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments