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JamesTopley
🇬🇧 Growth ETF, Software, and Financial Services Investor.
1 copier.

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 2, 2023
Lowest Cash
November 9, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
36 instruments
October 6, 2023
Least Diversified
0 instruments
February 2, 2025
Average
23.3 instruments

Most Consistent Holdings

Top 5

avatarGOOG
99.81%
avatarBRK.B
99.81%
avatarQQQ
99.81%
avatarKO
84.95%
avatarET
79.35%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 9, 2023
Lowest Exposure
September 2, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
19.92%
Finance
19.88%
Electronic Technology
14.21%
Technology Services
13.95%
Consumer Non Durables
7.35%

Top Countries

Top 5

🇺🇸United States
43.31%
🇬🇧United Kingdom
13.97%
🇹🇼Taiwan
4.68%
🇫🇷France
2.28%
🇩🇪Germany
1.46%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Invesco QQQInvesco QQQ (QQQ)
17.01%16.93%99.81%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
7.3%6.41%99.81%-
AlphabetAlphabet (GOOG)
5.31%9.35%99.81%-
TSMCTSMC (TSM)
4.68%8.76%74.77%-
American ExpressAmerican Express (AXP)
4.58%8.16%74.58%-
NVIDIANVIDIA (NVDA)
4.52%8.14%62.9%-
MicrosoftMicrosoft (MSFT)
3.75%4.79%73.55%-
Coca-ColaCoca-Cola (KO)
2.64%3.58%84.95%-
Energy TransferEnergy Transfer (ET)
2.36%0%79.35%8/22/2025
LVMHLVMH (MC.PA)
2.28%1.72%73.46%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
2.19%5.15%55.98%-
AvivaAviva (AV.L)
2.12%2.22%75.7%-
Legal & GeneralLegal & General (LGEN.L)
1.94%0%62.06%1/23/2025
Chip-TechChip-Tech
1.8%0%22.06%8/29/2023
Applied DigitalApplied Digital (APLD)
1.64%8.12%31.78%-
AppleApple (AAPL)
1.6%2.77%62.34%-
Rio TintoRio Tinto (RIO.L)
1.49%0%63.36%1/23/2025
DriverlessDriverless
1.47%0%21.03%8/17/2023
RedrowRedrow (RDW.L)
1.47%0%44.3%6/6/2024
GlencoreGlencore (GLEN.L)
1.25%0%44.21%2/7/2025
BarrickBarrick (B)
1.16%0%43.83%4/22/2024
FrontlineFrontline (FRO)
1.1%0%34.39%7/21/2025
Imperial BrandsImperial Brands (IMB.L)
1.08%0%43.08%5/3/2024
VerisignVerisign (VRSN)
1.02%2.42%35.42%-
RenewableEnergyRenewableEnergy
0.99%0%22.15%8/30/2023
Rolls-RoyceRolls-Royce (RR.L)
0.94%0%30.47%9/9/2024
NikeNike (NKE)
0.92%0%22.9%9/9/2024
CyberSecurityCyberSecurity
0.92%0%22.06%8/29/2023
BlackRockBlackRock (BLK)
0.89%2.73%28.6%-
RightmoveRightmove (RMV.L)
0.88%0%21.21%9/9/2024
VolkswagenVolkswagen (VOW3.DE)
0.82%0%26.54%6/6/2024
DellDell (DELL)
0.72%0%21.5%8/23/2023
SL GreenSL Green (SLG)
0.72%0%15.98%7/17/2023
NatWestNatWest (NWG.L)
0.71%0%37.29%4/2/2024
CiscoCisco (CSCO)
0.67%0%31.87%9/10/2024
BarclaysBarclays (BARC.L)
0.65%0%23.46%11/6/2024
FDM GroupFDM Group (FDM.L)
0.62%0%64.58%7/21/2025
Global SuperDividend US ETFGlobal SuperDividend US ETF (DIV)
0.6%0%16.82%1/17/2024
Mercedes-BenzMercedes-Benz (MBG.DE)
0.56%0%22.24%1/23/2025
National GridNational Grid (NG.L)
0.53%0%30.47%3/7/2024
MoneysupermarketMoneysupermarket (MONY.L)
0.51%0%18.13%2/7/2025
ExxonMobilExxonMobil (XOM)
0.51%0%35.51%5/3/2024
Marks & SpencerMarks & Spencer (MKS.L)
0.46%0%30.47%10/22/2025
FuturePaymentsFuturePayments
0.42%0%7.29%3/22/2023
SupermicroSupermicro (SMCI)
0.41%0%13.08%9/10/2024
DisneyDisney (DIS)
0.41%0%21.31%8/20/2023
VisaVisa (V)
0.36%0%17.01%7/5/2023
Lockheed MartinLockheed Martin (LMT)
0.34%0%23.36%5/3/2024
QualcommQualcomm (QCOM)
0.33%0%17.2%12/15/2023
Kinder MorganKinder Morgan (KMI)
0.31%0%13.64%12/22/2023
GigaCloudGigaCloud (GCT)
0.29%0%9.72%5/22/2024
Philip MorrisPhilip Morris (PM)
0.27%0%15.51%11/30/2023
NYCBNYCB (FLG)
0.22%0%15.42%2/7/2024
VerizonVerizon (VZ)
0.19%0%12.52%11/20/2023
VanquisVanquis (VANQ.L)
0.19%0%15.14%4/19/2024
Block Inc.Block Inc. (XYZ)
0.17%0%19.72%8/3/2023
Taylor WimpeyTaylor Wimpey (TW.L)
0.16%0%6.45%12/1/2023
OccidentalOccidental (OXY)
0.15%0%19.81%3/13/2024
NetflixNetflix (NFLX)
0.12%2.36%4.39%-
ParamountParamount (PSKY)
0.11%0%7.38%11/20/2023
Take-TwoTake-Two (TTWO)
0.11%0%7.48%6/16/2023
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
0.11%0%12.52%11/20/2023
Howden JoineryHowden Joinery (HWDN.L)
0.1%0%12.8%11/30/2023
BritvicBritvic (BVIC.L)
0.09%0%11.96%1/25/2024
HessHess (HES)
0.09%0%9.72%7/27/2023
VICI PropertiesVICI Properties (VICI)
0.08%0%9.72%12/14/2023
BHPBHP (BHP)
0.07%0%4.21%10/26/2023
Fidelity National FinancialFidelity National Financial (FNF)
0.06%0%3.27%8/9/2023
Procter & GambleProcter & Gamble (PG)
0.05%0%3.08%8/20/2023
Hapag-LloydHapag-Lloyd (HLAG.DE)
0.05%0%2.62%3/7/2024
MaerskMaersk (MAERSKB.CO)
0.04%0%2.62%3/7/2024
Wheaton Precious MetalsWheaton Precious Metals (WPM)
0.04%0%3.08%4/9/2024
SeaSea (SE)
0.04%0%2.06%6/16/2023
JPMorganJPMorgan (JPM)
0.04%0%4.49%10/11/2023
McDonald'sMcDonald's (MCD)
0.03%0%5.98%9/10/2024
AllianzAllianz (ALV.DE)
0.03%0%3.83%7/16/2024
Anglo AmericanAnglo American (AAL.L)
0.02%0%1.31%12/15/2023
Cotton (Expiring Future)Cotton (Expiring Future) (COTTON.FUT)
0.02%0%2.43%7/23/2024
Black Knight Inc.Black Knight Inc. (BKI)
0.01%0%0.56%8/29/2023
SPDR GoldSPDR Gold (GLD)
0.01%0%1.31%2/7/2025
KrogerKroger (KR)
0.01%0%1.31%9/8/2023
EtsyEtsy (ETSY)
0.01%0%1.12%1/13/2023
CVS HealthCVS Health (CVS)
0%0%0.28%7/21/2023
GameStopGameStop (GME)
0%0%0.28%6/6/2024
TBCTBC (TBCG.L)
0%0%0.37%9/22/2023
BATBAT (BATS.L)
0%0%0.28%2/24/2023
PhiniaPhinia (PHIN)
0%0%0.93%7/20/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Invesco QQQInvesco QQQ (QQQ)
14.14%16.42%
NVIDIANVIDIA (NVDA)
6.54%8.11%
TSMCTSMC (TSM)
6.18%7.99%
American ExpressAmerican Express (AXP)
6%7.69%
Berkshire HathawayBerkshire Hathaway (BRK.B)
7.57%7.33%
AlphabetAlphabet (GOOG)
6.07%6.89%
MicrosoftMicrosoft (MSFT)
5.6%5.09%
AppleApple (AAPL)
3.65%4.03%
Coca-ColaCoca-Cola (KO)
4.11%3.71%
AvivaAviva (AV.L)
3.76%3.62%
Mercedes-BenzMercedes-Benz (MBG.DE)
4.35%3.54%
Energy TransferEnergy Transfer (ET)
2.7%3.5%
FrontlineFrontline (FRO)
5.19%2.85%
LVMHLVMH (MC.PA)
3.49%2.82%
MoneysupermarketMoneysupermarket (MONY.L)
3.27%2.49%
Rio TintoRio Tinto (RIO.L)
2.82%2.44%
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
2.72%2.35%
GlencoreGlencore (GLEN.L)
3.15%2.32%
Legal & GeneralLegal & General (LGEN.L)
2.25%1.93%
Marks & SpencerMarks & Spencer (MKS.L)
2.2%1.92%
VerisignVerisign (VRSN)
1.82%1.66%
FDM GroupFDM Group (FDM.L)
1.35%0.79%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments