JoseLopess avatar

JoseLopess
🇵🇹 Value Retail, Tech, and Software Investor.
16 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
June 28, 2025
Lowest Cash
February 25, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
17 instruments
July 18, 2023
Least Diversified
8 instruments
June 26, 2025
Average
13.5 instruments

Most Consistent Holdings

Top 5

avatarBABA
100%
avatarMSFT
99.41%
avatarNVDA
90.34%
avatarCOP
72.88%
avatarAMZN
72.39%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 25, 2023
Lowest Exposure
June 28, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
26.95%
Electronic Technology
23%
Retail Trade
22.34%
Energy Minerals
5.06%
Finance
4.87%

Top Countries

Top 5

🇺🇸United States
76.92%
🇨🇳China
15.49%
🇦🇺Australia
0.83%
🇮🇱Israel
0.6%
🇨🇦Canada
0.1%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NVIDIANVIDIA (NVDA)
15.13%3.07%90.34%-
AlibabaAlibaba (BABA)
12.89%19.74%100%-
MicrosoftMicrosoft (MSFT)
12.03%0%99.41%10/15/2025
AmazonAmazon (AMZN)
8.9%7.27%72.39%-
AlphabetAlphabet (GOOG)
7.84%0%70.91%12/30/2024
AppleApple (AAPL)
5.7%0%70.91%12/30/2024
MetLifeMetLife (MET)
4.86%0%70.91%12/30/2024
DividendGrowthDividendGrowth
3.8%0%49.01%12/2/2024
ConocoPhillipsConocoPhillips (COP)
2.81%0%72.88%6/16/2025
NioNio (NIO)
2.6%0%41.72%3/7/2024
UberUber (UBER)
2.51%0%35.5%6/24/2025
ExxonMobilExxonMobil (XOM)
1.77%0%55.92%2/10/2025
DraftKingsDraftKings (DKNG)
1.62%0%47.53%9/24/2025
AtlassianAtlassian (TEAM)
1.57%17.33%12.52%-
PayPalPayPal (PYPL)
1.38%0%24.56%3/7/2024
AlphabetAlphabet (GOOGL)
1.12%0%31.95%11/28/2023
MicronMicron (MU)
1.02%26.15%9.17%-
MetaMeta (META)
0.99%0%39.45%1/28/2025
AppLovinAppLovin (APP)
0.93%0%8.68%9/12/2025
GXO LogisticsGXO Logistics (GXO)
0.89%0%12.92%6/25/2025
Blueprint MedicinesBlueprint Medicines (BPMC)
0.85%0%12.03%6/16/2025
Hedera HashgraphHedera Hashgraph (HBAR)
0.85%0%67.95%11/30/2024
Iris EnergyIris Energy (IREN)
0.83%4.97%18.93%-
DisneyDisney (DIS)
0.81%0%26.33%3/25/2024
WixWix (WIX)
0.6%5.78%9.76%-
BurlingtonBurlington (BURL)
0.54%0%17.36%11/28/2023
ChesapeakeChesapeake (EXE)
0.48%0%9.57%10/14/2025
AMDAMD (AMD)
0.42%0%21.3%1/31/2025
SolanaSolana (SOL)
0.39%0%14.6%6/25/2025
MarvellMarvell (MRVL)
0.37%0%18.15%12/30/2024
PalantirPalantir (PLTR)
0.37%0%14.4%5/30/2023
Neurocrine BiosciencesNeurocrine Biosciences (NBIX)
0.35%0%23.96%1/28/2025
Western DigitalWestern Digital (WDC)
0.35%0%6.51%3/6/2025
IOTAIOTA (MIOTA)
0.32%0%17.75%5/29/2024
DuolingoDuolingo (DUOL)
0.31%7.87%3.85%-
Arcturus TherapeuticsArcturus Therapeutics (ARCT)
0.28%2.7%10.95%-
AdobeAdobe (ADBE)
0.2%0%3.16%10/14/2025
OptimizeRxOptimizeRx (OPRX)
0.19%0%6.51%3/6/2025
BioNanoBioNano (BNGO)
0.18%0%24.56%3/7/2024
FedExFedEx (FDX)
0.13%0%1.97%7/14/2025
TeckTeck (TECK)
0.1%0%2.47%8/11/2025
easyJeteasyJet (EZJ.L)
0.1%0%2.47%8/11/2025
FerrariFerrari (RACE)
0.03%2.51%1.08%-
CadizCadiz (CDZI)
0.02%2.59%0.59%-
Sandisk Corp/DESandisk Corp/DE (SNDK)
0.01%0%0.79%3/6/2025
GameStopGameStop (GME)
0.01%0%0.79%12/7/2023
AeroVironmentAeroVironment (AVAV)
0%0%0.1%6/25/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
MicrosoftMicrosoft (MSFT)
29.67%26.91%
NVIDIANVIDIA (NVDA)
5.7%16.27%
AlibabaAlibaba (BABA)
15.56%14.22%
UberUber (UBER)
12.01%9.89%
Western DigitalWestern Digital (WDC)
5.84%5.15%
ConocoPhillipsConocoPhillips (COP)
5.58%4.8%
DraftKingsDraftKings (DKNG)
4.94%4.36%
Iris EnergyIris Energy (IREN)
4.9%4.24%
MetaMeta (META)
3.16%3.83%
OptimizeRxOptimizeRx (OPRX)
3.95%3.34%
ExxonMobilExxonMobil (XOM)
3.1%2.87%
AMDAMD (AMD)
3.46%2.23%
Neurocrine BiosciencesNeurocrine Biosciences (NBIX)
1.98%1.77%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments