Portfolio Diversification
Range
Most Diversified
14 instruments
January 16, 2025
Least Diversified
0 instruments
October 10, 2024
Average
12.1 instruments
Most Consistent Holdings
Top 5
MSI94.83%
PGR94.83%
ANET94.83%
BSX.US94.83%
GGAL94.83%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since October 10, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Boston Scientific (BSX.US) | 9.31% | 0% | 94.83% | 2/1/2025 |
| Progressive (PGR) | 8.87% | 0% | 94.83% | 2/1/2025 |
| Grupo Financiero Galicia (GGAL) | 8.63% | 0% | 94.83% | 2/1/2025 |
| Arista (ANET) | 7.39% | 0% | 94.83% | 2/1/2025 |
| Motorola (MSI) | 7.33% | 0% | 94.83% | 2/1/2025 |
 Stride (LRN) | 6.86% | 0% | 73.28% | 2/1/2025 |
 Sprouts (SFM) | 6.55% | 0% | 69.83% | 2/1/2025 |
 Emcor (EME) | 6.01% | 0% | 75% | 2/1/2025 |
 Qifu Technology (QFIN) | 5.84% | 0% | 87.93% | 2/1/2025 |
 TSMC (TSM) | 5.2% | 0% | 60.34% | 1/15/2025 |
 Vertiv (VRT) | 3.83% | 0% | 57.76% | 2/1/2025 |
 Solana (SOL) | 3.21% | 0% | 62.93% | 1/18/2025 |
 Hawkins (HWKN) | 2.69% | 0% | 36.21% | 11/25/2024 |
 Skyward Specialty (SKWD) | 2.32% | 0% | 25% | 12/5/2024 |
 Meta (META) | 2% | 0% | 19.83% | 11/6/2024 |
 Mueller Industries (MLI) | 1.85% | 0% | 20.69% | 11/7/2024 |
 Limbach (LMB) | 1.74% | 0% | 18.1% | 11/4/2024 |
 Bitcoin (BTC) | 1.54% | 0% | 61.21% | 2/1/2025 |
 Palantir (PLTR) | 0.83% | 0% | 14.66% | 2/1/2025 |
 GE Vernova (GEV) | 0.79% | 0% | 14.66% | 2/1/2025 |
 Commvault (CVLT) | 0.5% | 0% | 6.9% | 10/22/2024 |
 SharkNinja (SN) | 0.43% | 0% | 19.83% | 11/6/2024 |
 SPDR Gold (GLD) | 0.38% | 0% | 9.48% | 2/1/2025 |
 TMTG (DJT) | 0.03% | 0% | 0.86% | 11/6/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Boston Scientific (BSX.US) | 9.62% | 9.89% |
| Grupo Financiero Galicia (GGAL) | 7.81% | 9.67% |
| Stride (LRN) | 9.05% | 9.39% |
| Progressive (PGR) | 9.62% | 9.2% |
| TSMC (TSM) | 8.49% | 8.88% |
| Sprouts (SFM) | 10.11% | 8.44% |
| Arista (ANET) | 7.81% | 8.23% |
| Emcor (EME) | 8.49% | 7.77% |
| Motorola (MSI) | 7.81% | 7.7% |
| Qifu Technology (QFIN) | 6.45% | 7.24% |
| Vertiv (VRT) | 7.83% | 6.78% |
| Solana (SOL) | 4.6% | 4.64% |
| Bitcoin (BTC) | 2.34% | 2.16% |