Portfolio Diversification
Range
Most Diversified
26 instruments
August 24, 2023
Least Diversified
17 instruments
April 10, 2025
Average
21.7 instruments
Most Consistent Holdings
Top 5
GOOG100%
AXP100%
CMCSA100%
INMD100%
MED.US100%
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) | 6.7% | 6.81% | 100% | - |
| Comcast (CMCSA) | 5.71% | 9.85% | 100% | - |
 British American Tobacco (BTI) | 5.64% | 0% | 89.09% | 4/9/2025 |
| Inmode (INMD) | 5.07% | 4.39% | 100% | - |
 CVS Health (CVS) | 4.98% | 0% | 81.65% | 2/6/2025 |
 Evolution (EVO.ST) | 4.95% | 9.22% | 85.01% | - |
 Crocs (CROX) | 4.82% | 9.3% | 81.53% | - |
| Alphabet (GOOG) | 4.36% | 10.12% | 100% | - |
 Molson Coors (TAP) | 4.22% | 6.23% | 51.56% | - |
 Citi (C) | 4.15% | 0% | 70.02% | 11/1/2024 |
 Kering (KER.PA) | 3.84% | 2.11% | 97.96% | - |
 Atkore (ATKR) | 3.21% | 6.2% | 50.36% | - |
| Medifast (MED.US) | 3.03% | 1.38% | 100% | - |
 Generac (GNRC) | 2.95% | 3.33% | 95.92% | - |
 Ulta (ULTA) | 2.86% | 0% | 47.36% | 6/23/2025 |
 Vale (VALE) | 2.74% | 0% | 69.66% | 10/29/2024 |
 Rightmove (RMV.L) | 2.51% | 0% | 73.98% | 2/6/2025 |
 Elevance Health (ELV) | 2.34% | 0% | 42.93% | 5/13/2024 |
 PayPal (PYPL) | 2.17% | 7.69% | 45.44% | - |
 Disney (DIS) | 2.03% | 0% | 76.62% | 4/23/2025 |
 Adobe (ADBE) | 1.9% | 12.87% | 23.74% | - |
 Celanese (CE) | 1.67% | 0% | 49.16% | 5/9/2024 |
 Pets at Home (PETS.L) | 1.62% | 0% | 53.24% | 6/13/2024 |
 HP (HPQ) | 1.5% | 0% | 46.4% | 4/16/2024 |
 Westrock (SW) | 1.39% | 0% | 29.98% | 11/30/2023 |
 JPMorgan (JPM) | 1.36% | 0% | 37.17% | 1/29/2024 |
 Hershey (HSY) | 1.17% | 0% | 45.08% | 3/13/2025 |
 Williams-Sonoma (WSM) | 1.06% | 0% | 31.41% | 2/14/2024 |
 Beyond (BYON) | 1.05% | 0.66% | 93.29% | - |
 Bristol-Myers Squibb (BMY) | 0.96% | 0% | 22.54% | 9/28/2023 |
 Medical Properties Trust (MPW) | 0.9% | 0% | 50.72% | 5/22/2024 |
 Legal & General (LGEN.L) | 0.83% | 0% | 23.02% | 10/2/2023 |
 Airtel Africa (AAF.L) | 0.51% | 0% | 17.39% | 6/24/2024 |
 ProPetro (PUMP) | 0.44% | 0% | 8.51% | 1/8/2025 |
 Bank of America (BAC) | 0.35% | 0% | 14.27% | 7/18/2023 |
 LVMH (MC.PA) | 0.34% | 6.49% | 9.23% | - |
 Nokia (NOK) | 0.29% | 0% | 8.51% | 5/31/2023 |
 ZIM (ZIM) | 0.21% | 1.05% | 14.03% | - |
 InPost SA (INPST.NV) | 0.19% | 0.89% | 17.75% | - |
 Prosus (PRX.NV) | 0.16% | 0% | 18.35% | 6/26/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Molson Coors (TAP) | 7.76% | 8.77% |
| British American Tobacco (BTI) | 6.7% | 8.27% |
| Crocs (CROX) | 6.49% | 7.66% |
| Ulta (ULTA) | 6% | 7.51% |
| Atkore (ATKR) | 10.23% | 7.05% |
| American Express (AXP) | 3.17% | 6.53% |
| ProPetro (PUMP) | 4.23% | 5.93% |
| Evolution (EVO.ST) | 6.7% | 5.53% |
| Comcast (CMCSA) | 4.94% | 5.46% |
| Inmode (INMD) | 7.05% | 4.88% |
| CVS Health (CVS) | 6.53% | 4.43% |
| PayPal (PYPL) | 2.82% | 4.37% |
| Alphabet (GOOG) | 2.12% | 4.37% |
| Rightmove (RMV.L) | 2.82% | 3.88% |
| Generac (GNRC) | 2.12% | 3.54% |
| Kering (KER.PA) | 6% | 3.18% |
| Disney (DIS) | 2.12% | 3.04% |
| Hershey (HSY) | 2.47% | 2.48% |
| Medifast (MED.US) | 7.2% | 1.63% |
| Adobe (ADBE) | 1.13% | 1.23% |
| Beyond (BYON) | 1.41% | 0.4% |