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Portfolio Diversification
Range
Most Diversified
26 instruments
August 24, 2023
Least Diversified
0 instruments
April 4, 2026
Average
20.1 instruments
Most Consistent Holdings
Top 5
GOOG99.82%
AXP99.82%
CMCSA99.82%
MED.US97.4%
GNRC96.77%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 21, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| American Express (AXP) | 6.84% | 0% | 99.82% | 4/15/2026 |
| Alphabet (GOOG) | 6.62% | 0% | 99.82% | 4/15/2026 |
| Comcast (CMCSA) | 6.37% | 0% | 99.82% | 4/15/2026 |
 Evolution (EVO.ST) | 5.74% | 0% | 88.61% | 4/15/2026 |
 Crocs (CROX) | 5.52% | 0% | 86.01% | 4/15/2026 |
 Adobe (ADBE) | 4.95% | 0% | 42.78% | 4/15/2026 |
 Inmode (INMD) | 4.53% | 0% | 92.47% | 1/22/2026 |
 Molson Coors (TAP) | 4.22% | 0% | 56.23% | 1/22/2026 |
 British American Tobacco (BTI) | 4.22% | 0% | 66.64% | 4/9/2025 |
 CVS Health (CVS) | 3.73% | 0% | 61.08% | 2/6/2025 |
 PayPal (PYPL) | 3.63% | 0% | 59.01% | 4/15/2026 |
 Atkore (ATKR) | 3.43% | 0% | 56.68% | 2/6/2026 |
| Generac (GNRC) | 3.21% | 0% | 96.77% | 4/15/2026 |
 Citi (C) | 3.11% | 0% | 52.38% | 11/1/2024 |
 Kering (KER.PA) | 3.02% | 0% | 79.46% | 9/16/2025 |
| Medifast (MED.US) | 2.52% | 0% | 97.4% | 3/18/2026 |
 Ulta (ULTA) | 2.14% | 0% | 35.43% | 6/23/2025 |
 LVMH (MC.PA) | 2.12% | 0% | 31.93% | 4/15/2026 |
 Vale (VALE) | 2.05% | 0% | 52.11% | 10/29/2024 |
 Rightmove (RMV.L) | 1.87% | 0% | 55.34% | 2/6/2025 |
 Elevance Health (ELV) | 1.75% | 0% | 32.11% | 5/13/2024 |
 Disney (DIS) | 1.52% | 0% | 57.31% | 4/23/2025 |
 Celanese (CE) | 1.25% | 0% | 36.77% | 5/9/2024 |
 Pets at Home (PETS.L) | 1.21% | 0% | 39.82% | 6/13/2024 |
 HP (HPQ) | 1.12% | 0% | 34.71% | 4/16/2024 |
 Westrock (SW) | 1.04% | 0% | 22.42% | 11/30/2023 |
 JPMorgan (JPM) | 1.02% | 0% | 27.8% | 1/29/2024 |
 Beyond (BBBY) | 0.92% | 0% | 92.38% | 3/18/2026 |
 Sprouts (SFM) | 0.88% | 0% | 7.35% | 4/15/2026 |
 Hershey (HSY) | 0.88% | 0% | 33.72% | 3/13/2025 |
 Williams-Sonoma (WSM) | 0.79% | 0% | 23.5% | 2/14/2024 |
 Bristol-Myers Squibb (BMY) | 0.72% | 0% | 16.86% | 9/28/2023 |
 Medical Properties Trust (MPT) | 0.67% | 0% | 37.94% | 5/22/2024 |
 Legal & General (LGEN.L) | 0.62% | 0% | 17.22% | 10/2/2023 |
 Airtel Africa (AAF.L) | 0.38% | 0% | 13% | 6/24/2024 |
 Microsoft (MSFT) | 0.35% | 0% | 6.01% | 4/15/2026 |
 ProPetro (PUMP.US) | 0.33% | 0% | 6.37% | 1/8/2025 |
 InPost SA (INPST.NV) | 0.29% | 0% | 32.56% | 2/9/2026 |
 Bank of America (BAC) | 0.26% | 0% | 10.67% | 7/18/2023 |
 Nokia (NOK) | 0.22% | 0% | 6.37% | 5/31/2023 |
 ZIM (ZIM) | 0.22% | 0% | 16.32% | 9/12/2025 |
 Prosus (PRX.NV) | 0.12% | 0% | 13.72% | 6/26/2024 |
 Visa (V) | 0.06% | 0% | 2.42% | 4/15/2026 |
 Bed Bath & Beyond Incorporation Warrant (BBBY.WS) | 0% | 0% | 13.9% | 3/18/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 7.23% | 17.82% |
| Adobe (ADBE) | 14.81% | 15.43% |
| LVMH (MC.PA) | 5.82% | 8.5% |
| Comcast (CMCSA) | 8.99% | 8.03% |
| American Express (AXP) | 3.11% | 7.81% |
| Crocs (CROX) | 8.09% | 7.33% |
| Evolution (EVO.ST) | 11.41% | 7.12% |
| PayPal (PYPL) | 5.53% | 5.88% |
| Molson Coors (TAP) | 6.23% | 5.79% |
| Atkore (ATKR) | 10.03% | 5.1% |
| Inmode (INMD) | 6.92% | 4.12% |
| Generac (GNRC) | 2.08% | 2.99% |
| Medifast (MED.US) | 7.06% | 0.95% |
| InPost SA (INPST.NV) | 1.04% | 0.67% |
| Beyond (BBBY) | 1.38% | 0.43% |
| Bed Bath & Beyond Incorporation Warrant (BBBY.WS) | 0% | 0.01% |
Cash & Instruments Over Time
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