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Portfolio Diversification
Range
Most Diversified
22 instruments
July 14, 2026
Least Diversified
0 instruments
April 3, 2025
Average
17.9 instruments
Most Consistent Holdings
Top 5
GOOG96.46%
DLO96.46%
POWL95.9%
BRK.B95.9%
META92.16%
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) | 13.7% | 8.97% | 96.46% | - |
| Berkshire Hathaway (BRK.B) | 9.59% | 9.1% | 95.9% | - |
| Meta (META) | 8.8% | 7.04% | 92.16% | - |
 Cal-Maine Foods (CALM) | 6.02% | 0% | 86.57% | 7/27/2026 |
 Adobe (ADBE) | 5.13% | 3.78% | 86.38% | - |
 United Therapeutics (UTHR) | 4.57% | 2.93% | 91.98% | - |
| dLocal (DLO) | 4.31% | 4.28% | 96.46% | - |
 Microsoft (MSFT) | 4.26% | 15.04% | 40.11% | - |
| Powell Industries (POWL) | 3.97% | 2.18% | 95.9% | - |
 Abercrombie & Fitch (ANF) | 3.5% | 4.54% | 80.78% | - |
 Catalyst Pharmaceuticals (CPRX) | 3.27% | 0% | 84.51% | 7/17/2026 |
 NEXTracker (NXT.US) | 2.97% | 1.4% | 91.79% | - |
 Altria (MO) | 2.46% | 0% | 39.18% | 11/6/2025 |
 DRDGOLD (DRD) | 2.42% | 3.68% | 59.7% | - |
 Lululemon (LULU) | 1.92% | 0% | 88.43% | 8/10/2026 |
 Amazon (AMZN) | 1.89% | 3.21% | 48.51% | - |
 Visa (V) | 1.7% | 5.04% | 42.35% | - |
 Wise (WISE.L) | 1.66% | 0% | 52.99% | 1/22/2026 |
 Kaspi.kz (KSPI) | 1.49% | 4.32% | 43.1% | - |
 3i (III.L) | 1.39% | 2.2% | 45.71% | - |
 Evolution (EVO.ST) | 1.21% | 0% | 42.91% | 1/22/2026 |
 Merck (MRK) | 1.14% | 0% | 19.22% | 7/21/2025 |
 Logista (LOG.MC) | 1.05% | 0% | 52.99% | 1/22/2026 |
 Petrobras (PBR) | 0.93% | 2.5% | 42.91% | - |
 Procter & Gamble (PG) | 0.81% | 3.66% | 22.39% | - |
 Mastercard (MA) | 0.79% | 4.97% | 16.04% | - |
 NVIDIA (NVDA) | 0.67% | 7.25% | 11.38% | - |
 American Express (AXP) | 0.59% | 0% | 19.78% | 11/5/2025 |
 Exelixis (EXEL) | 0.52% | 0% | 28.17% | 12/26/2025 |
 Novo-Nordisk (NVO) | 0.43% | 0% | 17.16% | 11/6/2025 |
 PDD Holdings (PDD) | 0.4% | 0% | 26.31% | 6/21/2026 |
 S&P Global (SPGI) | 0.23% | 1.66% | 12.69% | - |
 Netflix (NFLX) | 0.21% | 0% | 5.22% | 8/18/2025 |
 Super Group (SGHC) | 0.17% | 2.16% | 7.46% | - |
 GE (GE) | 0.07% | 0% | 5.04% | 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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