Portfolio Diversification
Range
Most Diversified
15 instruments
February 5, 2025
Least Diversified
0 instruments
October 10, 2024
Average
12.4 instruments
Most Consistent Holdings
Top 5
PGR96.88%
QFIN92.71%
BSX.US89.06%
GGAL88.54%
LRN83.85%
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 |
|---|---|---|---|---|
| Progressive (PGR) | 9.2% | 9.94% | 96.88% | - |
| Boston Scientific (BSX.US) | 8.92% | 0% | 89.06% | 4/4/2025 |
| Stride (LRN) | 8.21% | 10.85% | 83.85% | - |
| Grupo Financiero Galicia (GGAL) | 7.19% | 0% | 88.54% | 4/3/2025 |
 Sprouts (SFM) | 6.58% | 4.51% | 81.77% | - |
| Qifu Technology (QFIN) | 6.43% | 6.5% | 92.71% | - |
 Arista (ANET) | 5.32% | 0% | 69.27% | 2/25/2025 |
 Motorola (MSI) | 4.86% | 0% | 63.54% | 2/14/2025 |
 Emcor (EME) | 4.84% | 0% | 64.06% | 3/10/2025 |
 TSMC (TSM) | 3.14% | 0% | 36.46% | 1/15/2025 |
 Vertiv (VRT) | 2.69% | 0% | 43.75% | 2/19/2025 |
 Palantir (PLTR) | 2.59% | 6.14% | 47.92% | - |
 SPDR Gold (GLD) | 2.42% | 6.73% | 45.31% | - |
 Bitcoin (BTC) | 2.29% | 3.45% | 76.56% | - |
 Solana (SOL) | 1.94% | 0% | 55.73% | 3/10/2025 |
 Deutsche Telekom (DTE.DE) | 1.71% | 5.98% | 27.6% | - |
 Hawkins (HWKN) | 1.63% | 0% | 21.88% | 11/25/2024 |
 UniCredit (UCG.MI) | 1.47% | 0% | 21.35% | 4/7/2025 |
 Imperial Brands (IMB.L) | 1.46% | 10.49% | 18.75% | - |
 Skyward Specialty (SKWD) | 1.4% | 0% | 15.1% | 12/5/2024 |
 GE Vernova (GEV) | 1.36% | 0% | 27.6% | 3/10/2025 |
 Meta (META) | 1.21% | 0% | 11.98% | 11/6/2024 |
 Mueller Industries (MLI) | 1.12% | 0% | 12.5% | 11/7/2024 |
 Limbach (LMB) | 1.05% | 0% | 10.94% | 11/4/2024 |
 Huron (HURN) | 0.65% | 0% | 10.94% | 4/3/2025 |
 LVMH (MC.PA) | 0.62% | 10.29% | 6.25% | - |
 Commvault (CVLT) | 0.3% | 0% | 4.17% | 10/22/2024 |
 McKesson (MCK) | 0.27% | 10.54% | 2.6% | - |
 SharkNinja (SN) | 0.26% | 0% | 11.98% | 11/6/2024 |
 InterDigital (IDCC) | 0.26% | 9.77% | 2.6% | - |
 TMTG (DJT) | 0.02% | 0% | 0.52% | 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% |