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davidbumpstead
🇬🇧 Value 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
39.3 instruments

Most Consistent Holdings

Top 5

avatarHPQ
99.89%
avatar9988.HK
99.89%
avatarSPY
99.89%
avatarATKR
99.89%
avatarMO
82.35%

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
31.59%
Retail Trade
10.28%
Technology Services
8.17%
Producer Manufacturing
7.82%
Health Technology
7.09%

Top Countries

Top 5

🇺🇸United States
51.25%
🇨🇳China
6.38%
🇮🇱Israel
3.42%
🇬🇧United Kingdom
2.12%
🇸🇪Sweden
1.48%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
27.68%28.21%99.89%-
AlibabaAlibaba (9988.HK)
5.29%7.39%99.89%-
SkyworksSkyworks (SWKS)
4.16%2.59%79.16%-
AtkoreAtkore (ATKR)
3.5%2.29%99.89%-
NVRNVR (NVR)
3.15%3.8%75.74%-
InmodeInmode (INMD)
2.86%2.34%82.23%-
3M3M (MMM)
2.8%5.27%69.13%-
Vanguard Mid-Cap ETFVanguard Mid-Cap ETF (VO)
2.26%0%20.73%7/5/2023
Federated HermesFederated Hermes (FHI)
1.92%3.75%58.88%-
British American TobaccoBritish American Tobacco (BTI)
1.9%3.07%58.09%-
CelaneseCelanese (CE)
1.84%0%48.63%3/11/2024
UltaUlta (ULTA)
1.8%0%22.21%12/21/2023
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
1.65%0%20.73%7/5/2023
GentexGentex (GNTX)
1.53%1.42%73.69%-
EvolutionEvolution (EVO.ST)
1.48%1.54%58.88%-
PayPalPayPal (PYPL)
1.29%3.05%47.84%-
HPHP (HPQ)
1.18%1%99.89%-
TravelzooTravelzoo (TZOO)
0.96%1.88%52.28%-
biotebiote (BTMD)
0.9%1.15%55.13%-
SolventumSolventum (SOLV)
0.88%2.08%48.75%-
WeiboWeibo (WB)
0.87%0%33.71%11/30/2023
PediatrixPediatrix (MD)
0.85%1.73%62.3%-
DisneyDisney (DIS)
0.83%0%19.02%12/21/2023
GigaCloudGigaCloud (GCT)
0.82%1.09%58.88%-
Consensus CloudConsensus Cloud (CCSI)
0.81%1.71%52.28%-
AltriaAltria (MO)
0.79%1.6%82.35%-
BuckleBuckle (BKE)
0.71%1.37%55.13%-
CollegiumCollegium (COLL)
0.7%1.1%58.88%-
TapestryTapestry (TPR)
0.66%2.28%38.61%-
IDTIDT (IDT)
0.65%0%40.55%7/30/2024
Weight WatchersWeight Watchers (WGHTQ)
0.63%0%40.32%2/29/2024
AlphabetAlphabet (GOOGL)
0.63%1.26%51.94%-
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.63%0%74.6%11/26/2024
Rimini StreetRimini Street (RMNI)
0.62%2.33%31.32%-
H&R BlockH&R Block (HRB)
0.62%0%40.43%6/28/2024
Build-A-BearBuild-A-Bear (BBW)
0.58%0%41.34%4/3/2025
PlaytikaPlaytika (PLTK)
0.56%0.57%65.83%-
OlaplexOlaplex (OLPX)
0.56%0%41%10/31/2024
CrocsCrocs (CROX)
0.54%0%40.43%8/30/2024
CargurusCargurus (CARG)
0.53%0%40.66%4/29/2024
UnisysUnisys (UIS)
0.53%1%45.44%-
Puma BiotechnologyPuma Biotechnology (PBYI)
0.53%0%40.55%7/30/2024
DespegarDespegar (DESP)
0.52%0%28.82%5/16/2025
Ironwood PharmaceuticalsIronwood Pharmaceuticals (IRWD)
0.52%0%68.11%8/30/2024
Catalyst PharmaceuticalsCatalyst Pharmaceuticals (CPRX)
0.51%0%40.21%5/29/2024
CF IndustriesCF Industries (CF)
0.5%0%40.43%6/28/2024
FoxFox (FOXA)
0.48%0%40.43%8/30/2024
Enerplus CorpEnerplus Corp (ERF)
0.47%0%40.66%4/29/2024
Sirius XMSirius XM (SIRI)
0.47%0.97%41.8%-
Arcturus TherapeuticsArcturus Therapeutics (ARCT)
0.46%0%40.21%5/29/2024
Interpublic GroupInterpublic Group (IPG)
0.45%0.98%38.61%-
PremierPremier (PINC)
0.45%0%40.77%11/29/2024
CVS HealthCVS Health (CVS)
0.44%1.37%35.08%-
InterDigitalInterDigital (IDCC)
0.43%1.99%24.72%-
BetterwareBetterware (BWMX)
0.34%0.68%35.08%-
MedifastMedifast (MED.US)
0.34%0%68.11%8/30/2024
AMN HealthcareAMN Healthcare (AMN)
0.33%0%40.32%3/28/2024
Builders FirstSourceBuilders FirstSource (BLDR)
0.33%0%30.52%10/2/2023
PBF EnergyPBF Energy (PBF)
0.33%0%40.32%3/28/2024
Vector GroupVector Group (VGR)
0.31%0%21.53%10/10/2024
Sciplay CorpSciplay Corp (SCPL)
0.3%0%32.92%10/24/2023
SurgepaysSurgepays (SURG)
0.3%0%41.12%4/30/2025
DellDell (DELL)
0.29%0%40.55%1/29/2024
PfizerPfizer (PFE)
0.29%0%40.32%2/29/2024
Alpha MetallurgicalAlpha Metallurgical (AMR)
0.28%0%37.59%12/4/2023
NucorNucor (NUE)
0.25%0%30.52%10/2/2023
Arch ResourcesArch Resources (ARCH)
0.24%0%40.32%12/28/2023
Southwestern EnergySouthwestern Energy (SWN)
0.24%0%40.32%12/28/2023
Entrada TherapeuticsEntrada Therapeutics (TRDA)
0.24%0.64%24.72%-
Boise CascadeBoise Cascade (BCC)
0.24%0%30.52%10/2/2023
ExpeditorsExpeditors (EXPD)
0.22%0%30.52%10/2/2023
Academy SportsAcademy Sports (ASO)
0.22%0%30.52%10/2/2023
SpirentSpirent (SPT.L)
0.22%0%6.95%3/4/2024
Skyline ChampionSkyline Champion (SKY)
0.21%0%30.52%10/2/2023
Daqo New EnergyDaqo New Energy (DQ)
0.21%0%11.85%4/18/2023
TriNetTriNet (TNET)
0.21%0%30.52%10/2/2023
VirVir (VIR)
0.2%0%29.04%9/19/2023
DynavaxDynavax (DVAX)
0.19%0%30.52%10/2/2023
MatsonMatson (MATX)
0.19%0%30.52%10/2/2023
ModernaModerna (MRNA)
0.19%0%29.04%9/19/2023
Abercrombie & FitchAbercrombie & Fitch (ANF)
0.17%0.66%21.18%-
Robert HalfRobert Half (RHI)
0.17%0%30.52%10/2/2023
Williams-SonomaWilliams-Sonoma (WSM)
0.17%0%30.52%10/2/2023
SIGA TechnologiesSIGA Technologies (SIGA)
0.17%0%36.79%11/27/2023
GoProGoPro (GPRO)
0.15%0%29.04%9/19/2023
MetaMeta (META)
0.14%0%3.53%2/2/2023
FulgentFulgent (FLGT)
0.14%0%29.04%9/19/2023
AbCelleraAbCellera (ABCL)
0.13%0%29.04%9/19/2023
Co-DiagnosticsCo-Diagnostics (CODX)
0.11%0%33.03%10/25/2023
BumbleBumble (BMBL)
0.1%1.36%7.4%-
OmnicomOmnicom (OMC)
0.08%1.02%7.4%-
Heidrick & StrugglesHeidrick & Struggles (HSII)
0.05%1.17%4.21%-
WinnebagoWinnebago (WGO)
0.02%0%1.14%1/11/2023
Rio TintoRio Tinto (RIO)
0.01%0%0.23%1/3/2023
T. Rowe PriceT. Rowe Price (TROW)
0%0%0.11%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