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Portfolio Diversification
Range
Most Diversified
21 instruments
August 5, 2025
Least Diversified
0 instruments
April 3, 2025
Average
17.1 instruments
Most Consistent Holdings
Top 5
CALM96.88%
GOOG96.62%
DLO96.62%
CPRX96.62%
LULU96.36%
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) | 14.39% | 11.83% | 96.62% | - |
 Berkshire Hathaway (BRK.B) | 9.94% | 1.01% | 96.36% | - |
 Meta (META) | 9.24% | 9.32% | 90.91% | - |
| Cal-Maine Foods (CALM) | 7.89% | 2.38% | 96.88% | - |
 Adobe (ADBE) | 5.73% | 2.31% | 82.6% | - |
 United Therapeutics (UTHR) | 4.86% | 5.61% | 90.91% | - |
| dLocal (DLO) | 4.43% | 1.62% | 96.62% | - |
 Powell Industries (POWL) | 4.15% | 4.72% | 96.36% | - |
| Catalyst Pharmaceuticals (CPRX) | 3.72% | 2.85% | 96.62% | - |
 Altria (MO) | 3.43% | 0% | 54.55% | 11/6/2025 |
 Abercrombie & Fitch (ANF) | 3.38% | 1.67% | 74.81% | - |
 NEXTracker (NXT.US) | 3.21% | 3.11% | 90.65% | - |
| Lululemon (LULU) | 2.4% | 0.56% | 96.36% | - |
 Wise (WISE.L) | 2.32% | 0% | 73.77% | 1/22/2026 |
 DRDGOLD (DRD) | 2.17% | 0.99% | 45.45% | - |
 Evolution (EVO.ST) | 1.68% | 0% | 59.74% | 1/22/2026 |
 Merck (MRK) | 1.59% | 0% | 26.75% | 7/21/2025 |
 Microsoft (MSFT) | 1.54% | 8.05% | 18.18% | - |
 Logista (LOG.MC) | 1.46% | 0% | 73.77% | 1/22/2026 |
 Amazon (AMZN) | 1.11% | 2.31% | 29.87% | - |
 3i (III.L) | 0.98% | 3.04% | 26.49% | - |
 American Express (AXP) | 0.82% | 0% | 27.53% | 11/5/2025 |
 Exelixis (EXEL) | 0.73% | 0% | 39.22% | 12/26/2025 |
 Visa (V) | 0.69% | 0% | 22.34% | 4/21/2026 |
 Kaspi.kz (KSPI) | 0.66% | 0% | 22.34% | 4/21/2026 |
 Novo-Nordisk (NVO) | 0.59% | 0% | 23.9% | 11/6/2025 |
 Petrobras (PBR) | 0.47% | 2.27% | 22.6% | - |
 PDD Holdings (PDD) | 0.35% | 0% | 22.34% | 4/21/2026 |
 Netflix (NFLX) | 0.3% | 0% | 7.27% | 8/18/2025 |
 GE (GE) | 0.1% | 0% | 7.01% | 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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