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Portfolio Diversification
Range
Most Diversified
26 instruments
August 24, 2023
Least Diversified
0 instruments
April 4, 2026
Average
19.7 instruments
Most Consistent Holdings
Top 5
GOOG99.57%
AXP99.57%
CMCSA99.57%
GNRC94.68%
MED.US93.14%
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) | 6.82% | 6.59% | 99.57% | - |
| Alphabet (GOOG) | 6.79% | 10.95% | 99.57% | - |
| Comcast (CMCSA) | 6.37% | 6.43% | 99.57% | - |
 Evolution (EVO.ST) | 5.79% | 8.28% | 88.85% | - |
 Crocs (CROX) | 5.66% | 10.29% | 86.36% | - |
 Adobe (ADBE) | 5.26% | 13.31% | 45.03% | - |
 Inmode (INMD) | 4.33% | 0% | 88.42% | 1/22/2026 |
 Molson Coors (TAP) | 4.03% | 0% | 53.77% | 1/22/2026 |
 British American Tobacco (BTI) | 4.03% | 0% | 63.72% | 4/9/2025 |
 PayPal (PYPL) | 3.88% | 8.79% | 60.55% | - |
 CVS Health (CVS) | 3.56% | 0% | 58.4% | 2/6/2025 |
 Atkore (ATKR) | 3.28% | 0% | 54.2% | 2/6/2026 |
| Generac (GNRC) | 3.19% | 0% | 94.68% | 5/11/2026 |
 Citi (C) | 2.97% | 0% | 50.09% | 11/1/2024 |
 Kering (KER.PA) | 2.89% | 0% | 75.99% | 9/16/2025 |
| Medifast (MED.US) | 2.41% | 0% | 93.14% | 3/18/2026 |
 LVMH (MC.PA) | 2.28% | 6.33% | 34.65% | - |
 Ulta (ULTA) | 2.05% | 0% | 33.88% | 6/23/2025 |
 Vale (VALE) | 1.96% | 0% | 49.83% | 10/29/2024 |
 Rightmove (RMV.L) | 1.79% | 0% | 52.92% | 2/6/2025 |
 Elevance Health (ELV) | 1.67% | 0% | 30.7% | 5/13/2024 |
 Disney (DIS) | 1.46% | 0% | 54.8% | 4/23/2025 |
 Sprouts (SFM) | 1.37% | 13.17% | 11.15% | - |
 Celanese (CE) | 1.19% | 0% | 35.16% | 5/9/2024 |
 Pets at Home (PETS.L) | 1.16% | 0% | 38.08% | 6/13/2024 |
 HP (HPQ) | 1.07% | 0% | 33.19% | 4/16/2024 |
 Westrock (SW) | 1% | 0% | 21.44% | 11/30/2023 |
 JPMorgan (JPM) | 0.98% | 0% | 26.59% | 1/29/2024 |
 Beyond (BBBY) | 0.88% | 0% | 88.34% | 3/18/2026 |
 Hershey (HSY) | 0.84% | 0% | 32.25% | 3/13/2025 |
 Williams-Sonoma (WSM) | 0.76% | 0% | 22.47% | 2/14/2024 |
 Bristol-Myers Squibb (BMY) | 0.68% | 0% | 16.12% | 9/28/2023 |
 Medical Properties Trust (MPT) | 0.64% | 0% | 36.28% | 5/22/2024 |
 Legal & General (LGEN.L) | 0.59% | 0% | 16.47% | 10/2/2023 |
 Microsoft (MSFT) | 0.57% | 5.86% | 9.69% | - |
 Airtel Africa (AAF.L) | 0.36% | 0% | 12.44% | 6/24/2024 |
 ProPetro (PUMP.US) | 0.32% | 0% | 6.09% | 1/8/2025 |
 InPost SA (INPST.NV) | 0.28% | 0% | 31.13% | 2/9/2026 |
 Bank of America (BAC) | 0.25% | 0% | 10.21% | 7/18/2023 |
 Nokia (NOK) | 0.21% | 0% | 6.09% | 5/31/2023 |
 ZIM (ZIM) | 0.21% | 0% | 15.61% | 9/12/2025 |
 Visa (V) | 0.17% | 3.31% | 6.26% | - |
 Prosus (PRX.NV) | 0.11% | 0% | 13.12% | 6/26/2024 |
 Berkshire Hathaway (BRK.B) | 0.09% | 4.55% | 1.97% | - |
 Bed Bath & Beyond Incorporation Warrant (BBBY.WS) | 0% | 0% | 13.29% | 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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