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Portfolio Diversification
Range
Most Diversified
22 instruments
July 14, 2026
Least Diversified
0 instruments
April 3, 2025
Average
17.5 instruments
Most Consistent Holdings
Top 5
CALM96.44%
GOOG96.23%
DLO96.23%
LULU95.61%
POWL95.61%
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) | 14.24% | 10.68% | 96.23% | - |
 Berkshire Hathaway (BRK.B) | 9.64% | 10.28% | 95.61% | - |
 Meta (META) | 9.09% | 7.57% | 91.42% | - |
| Cal-Maine Foods (CALM) | 6.73% | 1.94% | 96.44% | - |
 Adobe (ADBE) | 5.26% | 3.8% | 84.94% | - |
 United Therapeutics (UTHR) | 4.76% | 3.69% | 91.21% | - |
| dLocal (DLO) | 4.37% | 4.19% | 96.23% | - |
| Powell Industries (POWL) | 4.17% | 3.39% | 95.61% | - |
 Catalyst Pharmaceuticals (CPRX) | 3.67% | 0% | 94.77% | 7/17/2026 |
 Abercrombie & Fitch (ANF) | 3.42% | 3.58% | 78.66% | - |
 NEXTracker (NXT.US) | 3.13% | 2.14% | 91% | - |
 Microsoft (MSFT) | 2.99% | 11.48% | 33.05% | - |
 Altria (MO) | 2.76% | 0% | 43.93% | 11/6/2025 |
 DRDGOLD (DRD) | 2.28% | 3.38% | 55.02% | - |
| Lululemon (LULU) | 2.14% | 0.85% | 95.61% | - |
 Wise (WISE.L) | 1.86% | 0% | 59.41% | 1/22/2026 |
 Amazon (AMZN) | 1.71% | 3.49% | 42.47% | - |
 Evolution (EVO.ST) | 1.35% | 0% | 48.12% | 1/22/2026 |
 Visa (V) | 1.29% | 5.69% | 35.56% | - |
 Merck (MRK) | 1.28% | 0% | 21.55% | 7/21/2025 |
 3i (III.L) | 1.28% | 2.59% | 39.33% | - |
 Logista (LOG.MC) | 1.17% | 0% | 59.41% | 1/22/2026 |
 Kaspi.kz (KSPI) | 1.14% | 4.43% | 36.4% | - |
 Petrobras (PBR) | 0.76% | 2.69% | 36.19% | - |
 American Express (AXP) | 0.66% | 0% | 22.18% | 11/5/2025 |
 Exelixis (EXEL) | 0.59% | 0% | 31.59% | 12/26/2025 |
 Procter & Gamble (PG) | 0.5% | 3.24% | 13.18% | - |
 Novo-Nordisk (NVO) | 0.48% | 0% | 19.25% | 11/6/2025 |
 PDD Holdings (PDD) | 0.45% | 0% | 29.5% | 6/21/2026 |
 Mastercard (MA) | 0.27% | 5.5% | 6.07% | - |
 Netflix (NFLX) | 0.24% | 0% | 5.86% | 8/18/2025 |
 GE (GE) | 0.08% | 0% | 5.65% | 8/18/2025 |
 S&P Global (SPGI) | 0.05% | 2.01% | 2.3% | - |
 NVIDIA (NVDA) | 0.03% | 3.41% | 0.84% | - |
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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