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WMBishop
🇬🇧 Value Software and Financial Services Investor.
33 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
July 2, 2022
Lowest Cash
February 1, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
26 instruments
October 26, 2023
Least Diversified
0 instruments
February 2, 2025
Average
24.3 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.93%
avatarGOOG
99.93%
avatarMA
99.93%
avatarNKE
99.93%
avatarV
99.93%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 1, 2022
Lowest Exposure
July 2, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
28.32%
Technology Services
17.01%
Consumer Non Durables
13.83%
Electronic Technology
10.13%
Consumer Services
9.76%

Top Countries

Top 5

🇺🇸United States
70.23%
🇬🇧United Kingdom
8.34%
🇫🇷France
3.3%
🇳🇱Netherlands
3.25%
🇸🇪Sweden
2.83%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
VisaVisa (V)
7.4%10.68%99.93%-
MastercardMastercard (MA)
7.38%10.95%99.93%-
D.R. HortonD.R. Horton (DHI)
6.14%6.75%99.93%-
AppleApple (AAPL)
5.89%6.58%99.93%-
AlphabetAlphabet (GOOG)
5.56%6.6%99.93%-
Domino'sDomino's (DPZ)
5.3%3.55%99.93%-
Monster BeverageMonster Beverage (MNST)
5.24%4.51%99.93%-
AshteadAshtead (AHT.L)
4.74%4.56%99.93%-
CopartCopart (CPRT)
4.65%0%89.18%5/28/2025
MSCIMSCI (MSCI)
3.87%7.43%56.26%-
AdmiralAdmiral (ADM.L)
3.6%2.91%99.93%-
LVMHLVMH (MC.PA)
3.3%3.61%82.84%-
EuronextEuronext (ENX.PA)
3.25%2.99%99.93%-
Lockheed MartinLockheed Martin (LMT)
2.56%1.75%99.93%-
VerisignVerisign (VRSN)
2.55%2.32%99.93%-
EvolutionEvolution (EVO.ST)
2.39%2.94%53.83%-
TEGNATEGNA (TGNA)
2.3%2.05%88.81%-
NikeNike (NKE)
2.21%0.94%99.93%-
AlphabetAlphabet (GOOGL)
2.06%7.02%53.31%-
AdidasAdidas (ADS.DE)
1.97%1.35%97.64%-
T. Rowe PriceT. Rowe Price (TROW)
1.95%1.15%99.93%-
KindredKindred (KINDSDB.ST)
1.93%0%74.37%11/7/2024
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
1.81%1.42%99.93%-
NVIDIANVIDIA (NVDA)
1.69%0%33.06%4/20/2023
iShares Core MSCI Emerging Markets ETFiShares Core MSCI Emerging Markets ETF (IEMG)
1.42%1.18%99.93%-
MedifastMedifast (MED.US)
1.38%0%60.38%4/30/2024
Estee LauderEstee Lauder (EL)
1.1%0.56%85.79%-
MetaMeta (META)
0.58%0%21.28%10/31/2022
Swedish Match ABSwedish Match AB (SWMA.ST)
0.44%0%11.78%6/28/2022
BookingBooking (BKNG)
0.23%3.41%6.19%-
ZyngaZynga (ZNGA)
0.16%0%6.55%5/24/2022
HumacyteHumacyte (HUMA)
0.04%0.68%5.45%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
MastercardMastercard (MA)
9.29%10.36%
MSCIMSCI (MSCI)
8.94%9.48%
VisaVisa (V)
8.26%9.42%
AppleApple (AAPL)
4.5%7.16%
D.R. HortonD.R. Horton (DHI)
5.97%6.99%
AlphabetAlphabet (GOOG)
3.19%5.57%
CopartCopart (CPRT)
3.15%5.04%
EvolutionEvolution (EVO.ST)
7.37%4.46%
LVMHLVMH (MC.PA)
6.21%4.41%
AlphabetAlphabet (GOOGL)
3.65%4.37%
Domino'sDomino's (DPZ)
4.53%4.02%
Monster BeverageMonster Beverage (MNST)
3.7%3.88%
AshteadAshtead (AHT.L)
2.83%3.55%
EuronextEuronext (ENX.PA)
3.08%2.89%
AdmiralAdmiral (ADM.L)
3.6%2.72%
TEGNATEGNA (TGNA)
2.88%2.13%
VerisignVerisign (VRSN)
2.35%2.06%
Lockheed MartinLockheed Martin (LMT)
1.65%1.92%
AdidasAdidas (ADS.DE)
2.25%1.87%
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
1.51%1.51%
T. Rowe PriceT. Rowe Price (TROW)
2.49%1.42%
NikeNike (NKE)
2.47%1.2%
iShares Core MSCI Emerging Markets ETFiShares Core MSCI Emerging Markets ETF (IEMG)
1.51%1.03%
Estee LauderEstee Lauder (EL)
1.8%0.47%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments