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davidbumpstead
🇬🇧 Value ETF 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
January 2, 2024
Lowest Cash
January 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
52 instruments
September 6, 2023
Least Diversified
0 instruments
February 2, 2025
Average
38.9 instruments

Most Consistent Holdings

Top 5

avatarHPQ
99.9%
avatar9988.HK
99.9%
avatarSPY
99.9%
avatarATKR
99.9%
avatarMO
83.99%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 2, 2023
Lowest Exposure
January 2, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
31.22%
Retail Trade
10.74%
Technology Services
8.71%
Producer Manufacturing
7.93%
Health Technology
6.9%

Top Countries

Top 5

🇺🇸United States
51.43%
🇨🇳China
6.43%
🇮🇱Israel
3.35%
🇬🇧United Kingdom
2%
🇸🇪Sweden
1.51%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
27.68%27.39%99.9%-
AlibabaAlibaba (9988.HK)
5.44%7.4%99.9%-
SkyworksSkyworks (SWKS)
3.89%0%76.34%7/21/2025
AtkoreAtkore (ATKR)
3.38%1.76%99.9%-
NVRNVR (NVR)
3.22%4.03%78%-
3M3M (MMM)
3.02%5.03%72%-
InmodeInmode (INMD)
2.8%2.14%83.88%-
Federated HermesFederated Hermes (FHI)
2.12%4.26%62.71%-
Vanguard Mid-Cap ETFVanguard Mid-Cap ETF (VO)
2.05%0%18.8%7/5/2023
British American TobaccoBritish American Tobacco (BTI)
1.8%0%55.06%6/30/2025
CelaneseCelanese (CE)
1.67%0%44.11%3/11/2024
UltaUlta (ULTA)
1.63%0%20.14%12/21/2023
GentexGentex (GNTX)
1.53%1.68%76.14%-
EvolutionEvolution (EVO.ST)
1.51%1.67%62.71%-
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
1.5%0%18.8%7/5/2023
PayPalPayPal (PYPL)
1.44%2.55%52.69%-
HPHP (HPQ)
1.16%1.02%99.9%-
TravelzooTravelzoo (TZOO)
1.01%1.18%56.61%-
SolventumSolventum (SOLV)
0.98%1.8%53.51%-
PediatrixPediatrix (MD)
0.93%1.87%65.81%-
biotebiote (BTMD)
0.92%0.91%59.3%-
Consensus CloudConsensus Cloud (CCSI)
0.89%1.8%56.71%-
AltriaAltria (MO)
0.87%1.61%83.99%-
GigaCloudGigaCloud (GCT)
0.87%1.37%62.6%-
Rimini StreetRimini Street (RMNI)
0.81%0%36.98%8/29/2025
WeiboWeibo (WB)
0.79%0%30.58%11/30/2023
BuckleBuckle (BKE)
0.78%1.7%59.3%-
DisneyDisney (DIS)
0.75%0%17.25%12/21/2023
CollegiumCollegium (COLL)
0.74%1.27%62.71%-
AlphabetAlphabet (GOOGL)
0.69%1.51%56.4%-
TapestryTapestry (TPR)
0.65%0%37.29%6/30/2025
IDTIDT (IDT)
0.59%0%36.78%7/30/2024
InterDigitalInterDigital (IDCC)
0.57%2.26%31.61%-
Weight WatchersWeight Watchers (WW)
0.57%0%36.57%2/29/2024
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.57%0%67.67%11/26/2024
H&R BlockH&R Block (HRB)
0.57%1.78%36.98%-
UnisysUnisys (UIS)
0.56%0.75%50.52%-
PlaytikaPlaytika (PLTK)
0.55%0.39%69.01%-
Build-A-BearBuild-A-Bear (BBW)
0.53%0%37.5%4/3/2025
Sirius XMSirius XM (SIRI)
0.51%0.93%47.11%-
OlaplexOlaplex (OLPX)
0.51%0%37.19%10/31/2024
Interpublic GroupInterpublic Group (IPG)
0.51%1.02%44.32%-
CrocsCrocs (CROX)
0.49%0%36.67%8/30/2024
CargurusCargurus (CARG)
0.48%0%36.88%4/29/2024
Puma BiotechnologyPuma Biotechnology (PBYI)
0.48%0%36.78%7/30/2024
DespegarDespegar (DESP)
0.48%0%26.14%5/16/2025
CVS HealthCVS Health (CVS)
0.47%0%37.4%7/31/2025
Ironwood PharmaceuticalsIronwood Pharmaceuticals (IRWD)
0.47%0%61.78%8/30/2024
Catalyst PharmaceuticalsCatalyst Pharmaceuticals (CPRX)
0.46%0%36.47%5/29/2024
CF IndustriesCF Industries (CF)
0.46%0%36.67%6/28/2024
FoxFox (FOXA)
0.43%0%36.67%8/30/2024
Enerplus CorpEnerplus Corp (ERF)
0.43%0%36.88%4/29/2024
Arcturus TherapeuticsArcturus Therapeutics (ARCT)
0.41%0%36.47%5/29/2024
PremierPremier (PINC)
0.41%0%36.98%11/29/2024
BetterwareBetterware (BWMX)
0.35%0%37.4%7/31/2025
MedifastMedifast (MED.US)
0.31%0%61.78%8/30/2024
AMN HealthcareAMN Healthcare (AMN)
0.3%0%36.57%3/28/2024
Builders FirstSourceBuilders FirstSource (BLDR)
0.3%0%27.69%10/2/2023
PBF EnergyPBF Energy (PBF)
0.3%0%36.57%3/28/2024
Vector GroupVector Group (VGR)
0.28%0%19.52%10/10/2024
Sciplay CorpSciplay Corp (SCPL)
0.27%0%29.86%10/24/2023
SurgepaysSurgepays (SURG)
0.27%0%37.29%4/30/2025
DellDell (DELL)
0.26%0%36.78%1/29/2024
Entrada TherapeuticsEntrada Therapeutics (TRDA)
0.26%0.36%31.61%-
PfizerPfizer (PFE)
0.26%0%36.57%2/29/2024
Alpha MetallurgicalAlpha Metallurgical (AMR)
0.25%0%34.09%12/4/2023
BumbleBumble (BMBL)
0.23%1.48%16.01%-
NucorNucor (NUE)
0.23%0%27.69%10/2/2023
Arch ResourcesArch Resources (ARCH)
0.22%0%36.57%12/28/2023
Southwestern EnergySouthwestern Energy (SWN)
0.22%0%36.57%12/28/2023
Abercrombie & FitchAbercrombie & Fitch (ANF)
0.22%0.67%28.41%-
Boise CascadeBoise Cascade (BCC)
0.21%0%27.69%10/2/2023
ExpeditorsExpeditors (EXPD)
0.2%0%27.69%10/2/2023
Academy SportsAcademy Sports (ASO)
0.2%0%27.69%10/2/2023
SpirentSpirent (SPT.L)
0.2%0%6.3%3/4/2024
Skyline ChampionSkyline Champion (SKY)
0.19%0%27.69%10/2/2023
Daqo New EnergyDaqo New Energy (DQ)
0.19%0%10.74%4/18/2023
TriNetTriNet (TNET)
0.19%0%27.69%10/2/2023
VirVir (VIR)
0.18%0%26.34%9/19/2023
DynavaxDynavax (DVAX)
0.18%0%27.69%10/2/2023
MatsonMatson (MATX)
0.17%0%27.69%10/2/2023
ModernaModerna (MRNA)
0.17%0%26.34%9/19/2023
OmnicomOmnicom (OMC)
0.17%1.01%15.91%-
Robert HalfRobert Half (RHI)
0.16%0%27.69%10/2/2023
Williams-SonomaWilliams-Sonoma (WSM)
0.15%0%27.69%10/2/2023
SIGA TechnologiesSIGA Technologies (SIGA)
0.15%0%33.37%11/27/2023
Heidrick & StrugglesHeidrick & Struggles (HSII)
0.15%1.2%13.02%-
GoProGoPro (GPRO)
0.13%0%26.34%9/19/2023
MetaMeta (META)
0.13%0%3.2%2/2/2023
FulgentFulgent (FLGT)
0.13%0%26.34%9/19/2023
AbCelleraAbCellera (ABCL)
0.12%0%26.34%9/19/2023
PTC TherapeuticsPTC Therapeutics (PTCT)
0.11%1.92%6.71%-
Co-DiagnosticsCo-Diagnostics (CODX)
0.1%0%29.96%10/25/2023
CompoSecureCompoSecure (CMPO)
0.08%2.19%3.62%-
ShutterstockShutterstock (SSTK)
0.07%1.82%3.62%-
WinnebagoWinnebago (WGO)
0.02%0%1.03%1/11/2023
Rio TintoRio Tinto (RIO)
0.01%0%0.21%1/3/2023
RigelRigel (RIGL)
0.01%1.78%0.31%-
T. Rowe PriceT. Rowe Price (TROW)
0%0%0.1%2/2/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
21.87%27.27%
AlibabaAlibaba (9988.HK)
5.67%5.2%
3M3M (MMM)
3.83%4.62%
NVRNVR (NVR)
3.99%4.34%
Federated HermesFederated Hermes (FHI)
3.52%3.61%
PayPalPayPal (PYPL)
3.2%3.51%
SkyworksSkyworks (SWKS)
4.65%3.18%
AtkoreAtkore (ATKR)
4.87%2.79%
TravelzooTravelzoo (TZOO)
1.47%2.74%
InmodeInmode (INMD)
4.04%2.73%
British American TobaccoBritish American Tobacco (BTI)
2.25%2.3%
EvolutionEvolution (EVO.ST)
3.52%2.16%
DespegarDespegar (DESP)
1.55%2.04%
Rimini StreetRimini Street (RMNI)
1.54%1.95%
Build-A-BearBuild-A-Bear (BBW)
1.51%1.95%
GentexGentex (GNTX)
2.49%1.89%
TapestryTapestry (TPR)
1.45%1.86%
biotebiote (BTMD)
1.4%1.84%
SolventumSolventum (SOLV)
1.49%1.81%
Consensus CloudConsensus Cloud (CCSI)
1.47%1.77%
InterDigitalInterDigital (IDCC)
1.57%1.68%
BuckleBuckle (BKE)
1.41%1.59%
PediatrixPediatrix (MD)
1.32%1.59%
AltriaAltria (MO)
1.47%1.4%
UnisysUnisys (UIS)
1.44%1.37%
AlphabetAlphabet (GOOGL)
1.14%1.36%
Entrada TherapeuticsEntrada Therapeutics (TRDA)
1.57%1.31%
HPHP (HPQ)
1.22%1.27%
Abercrombie & FitchAbercrombie & Fitch (ANF)
1.42%1.18%
Interpublic GroupInterpublic Group (IPG)
1.45%1.17%
GigaCloudGigaCloud (GCT)
1.41%1.07%
CollegiumCollegium (COLL)
1.41%1.03%
Sirius XMSirius XM (SIRI)
1.47%0.99%
CVS HealthCVS Health (CVS)
1.55%0.95%
BetterwareBetterware (BWMX)
1.53%0.92%
PlaytikaPlaytika (PLTK)
1.2%0.8%
SurgepaysSurgepays (SURG)
1.44%0.58%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments