Portfolio Diversification
Range
Most Diversified
18 instruments
October 25, 2024
Least Diversified
0 instruments
February 2, 2025
Average
17.8 instruments
Most Consistent Holdings
Top 5
AAPL99.01%
V99.01%
EBAY99.01%
CI99.01%
AFL99.01%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since October 25, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Catalyst Pharmaceuticals (CPRX) | 10.6% | 0% | 99.01% | 2/1/2025 |
 Nu (NU) | 8.66% | 0% | 99.01% | 2/1/2025 |
| Visa (V) | 5.71% | 0% | 99.01% | 2/1/2025 |
 Cincinnati Financial (CINF) | 5.43% | 0% | 99.01% | 2/1/2025 |
| Apple (AAPL) | 5.34% | 0% | 99.01% | 2/1/2025 |
 Primerica (PRI) | 5.32% | 0% | 99.01% | 2/1/2025 |
 W. R. Berkley (WRB.US) | 5.18% | 0% | 99.01% | 2/1/2025 |
| eBay (EBAY) | 5.14% | 0% | 99.01% | 2/1/2025 |
 Toll Brothers (TOL) | 4.92% | 0% | 99.01% | 2/1/2025 |
| Aflac (AFL) | 4.91% | 0% | 99.01% | 2/1/2025 |
 The Hartford (HIG) | 4.88% | 0% | 99.01% | 2/1/2025 |
 Chubb (CB) | 4.87% | 0% | 99.01% | 2/1/2025 |
| Cigna (CI) | 4.86% | 0% | 99.01% | 2/1/2025 |
 Hologic (HOLX) | 4.79% | 0% | 99.01% | 2/1/2025 |
 NVR (NVR) | 4.73% | 0% | 99.01% | 2/1/2025 |
 Carlisle (CSL) | 4.64% | 0% | 99.01% | 2/1/2025 |
 Lennar (LEN) | 4.56% | 0% | 99.01% | 2/1/2025 |
 Novo-Nordisk (NVO) | 4.39% | 0% | 99.01% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Catalyst Pharmaceuticals (CPRX) | 9.99% | 10.79% |
| Nu (NU) | 9.99% | 7.65% |
| Visa (V) | 4.99% | 6.18% |
| Apple (AAPL) | 4.99% | 6.02% |
| Cincinnati Financial (CINF) | 4.99% | 5.71% |
| Primerica (PRI) | 4.99% | 5.42% |
| W. R. Berkley (WRB.US) | 4.99% | 5.42% |
| eBay (EBAY) | 4.99% | 5.36% |
| Chubb (CB) | 4.99% | 5.18% |
| Aflac (AFL) | 4.99% | 5.09% |
| The Hartford (HIG) | 4.99% | 5.02% |
| Hologic (HOLX) | 4.99% | 4.9% |
| NVR (NVR) | 4.99% | 4.8% |
| Cigna (CI) | 4.99% | 4.75% |
| Toll Brothers (TOL) | 4.99% | 4.67% |
| Carlisle (CSL) | 4.99% | 4.44% |
| Lennar (LEN) | 4.99% | 4.33% |
| Novo-Nordisk (NVO) | 4.99% | 4.13% |