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Portfolio Diversification
Range
Most Diversified
21 instruments
August 5, 2025
Least Diversified
0 instruments
April 3, 2025
Average
16.9 instruments
Most Consistent Holdings
Top 5
GOOG97.05%
CALM97.05%
DLO97.05%
LULU96.76%
POWL96.76%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 3, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 14.42% | 15.39% | 97.05% | - |
 Berkshire Hathaway (BRK.B) | 10.48% | 6.92% | 96.76% | - |
 Meta (META) | 9.05% | 12.41% | 90.56% | - |
| Cal-Maine Foods (CALM) | 8.62% | 3.06% | 97.05% | - |
 Adobe (ADBE) | 5.93% | 5.41% | 80.83% | - |
 United Therapeutics (UTHR) | 4.8% | 5.14% | 90.56% | - |
| dLocal (DLO) | 4.51% | 3.98% | 97.05% | - |
| Powell Industries (POWL) | 4.2% | 3.48% | 96.76% | - |
 Altria (MO) | 3.89% | 0% | 61.95% | 11/6/2025 |
 Catalyst Pharmaceuticals (CPRX) | 3.73% | 4.01% | 96.76% | - |
 Abercrombie & Fitch (ANF) | 3.28% | 4.35% | 72.27% | - |
 NEXTracker (NXT.US) | 3.2% | 3.21% | 90.27% | - |
 Wise (WISE.L) | 2.63% | 0% | 83.78% | 1/22/2026 |
| Lululemon (LULU) | 2.5% | 2.02% | 96.76% | - |
 DRDGOLD (DRD) | 1.93% | 4.77% | 38.64% | - |
 Evolution (EVO.ST) | 1.91% | 0% | 67.85% | 1/22/2026 |
 Merck (MRK) | 1.81% | 0% | 30.38% | 7/21/2025 |
 Logista (LOG.MC) | 1.66% | 0% | 83.78% | 1/22/2026 |
 American Express (AXP) | 0.93% | 0% | 31.27% | 11/5/2025 |
 Exelixis (EXEL) | 0.83% | 0% | 44.54% | 12/26/2025 |
 3i (III.L) | 0.71% | 3.56% | 17.4% | - |
 Novo-Nordisk (NVO) | 0.67% | 0% | 27.14% | 11/6/2025 |
 Amazon (AMZN) | 0.65% | 4.9% | 20.94% | - |
 Microsoft (MSFT) | 0.5% | 7.59% | 7.67% | - |
 Visa (V) | 0.42% | 3.15% | 12.98% | - |
 Kaspi.kz (KSPI) | 0.38% | 3.04% | 12.98% | - |
 Netflix (NFLX) | 0.34% | 0% | 8.26% | 8/18/2025 |
 Petrobras (PBR) | 0.24% | 2.08% | 12.98% | - |
 PDD Holdings (PDD) | 0.21% | 1.55% | 12.98% | - |
 GE (GE) | 0.11% | 0% | 7.96% | 8/18/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 12.66% | 18.91% |
| Meta (META) | 12.82% | 11.2% |
| Berkshire Hathaway (BRK.B) | 9.97% | 8.13% |
| Adobe (ADBE) | 10.34% | 7.79% |
| Abercrombie & Fitch (ANF) | 5.97% | 7.52% |
| United Therapeutics (UTHR) | 4.5% | 6.12% |
| Cal-Maine Foods (CALM) | 8.59% | 5.87% |
| dLocal (DLO) | 4.92% | 5.65% |
| DRDGOLD (DRD) | 5.41% | 5.26% |
| Catalyst Pharmaceuticals (CPRX) | 5.06% | 4.5% |
| Evolution (EVO.ST) | 4.68% | 3.52% |
| NEXTracker (NXT.US) | 1.79% | 3.22% |
| Lululemon (LULU) | 3.68% | 2.88% |
| Amazon (AMZN) | 3.34% | 2.72% |
| Powell Industries (POWL) | 1.79% | 2.67% |
| Wise (WISE.L) | 3.13% | 2.52% |
| Logista (LOG.MC) | 1.34% | 1.24% |
Cash & Instruments Over Time
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