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Portfolio Diversification
Range
Most Diversified
19 instruments
February 17, 2023
Least Diversified
0 instruments
October 20, 2025
Average
15.8 instruments
Most Consistent Holdings
Top 5
LEA99.8%
LEN99.8%
TOL99.8%
DHI93.78%
C88.9%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Lennar (LEN) | 19.07% | 19.75% | 99.8% | - |
| Citi (C) | 11.18% | 0% | 88.9% | 11/17/2025 |
 Goldman Sachs (GS) | 9.75% | 0% | 68.25% | 11/19/2024 |
| Toll Brothers (TOL) | 9.16% | 16.1% | 99.8% | - |
 PulteGroup (PHM) | 7.11% | 13.61% | 84.76% | - |
| D.R. Horton (DHI) | 6.26% | 9.85% | 93.78% | - |
 JPMorgan (JPM) | 5.34% | 0% | 52.67% | 8/15/2024 |
 Whirlpool (WHR) | 5.1% | 0% | 49.87% | 2/15/2024 |
 CRH (CRH.L) | 4.43% | 0% | 60.63% | 8/18/2025 |
 Westrock (SW) | 3.87% | 0% | 52.67% | 8/15/2024 |
 Oshkosh (OSK) | 3.16% | 7.42% | 79.08% | - |
 International Paper (IP.US) | 2.76% | 0% | 64.71% | 11/19/2024 |
| Lear (LEA) | 2.69% | 4.09% | 99.8% | - |
 Avnet (AVT) | 2.15% | 4.48% | 79.08% | - |
 Arrow Electronics (ARW) | 2.13% | 5.01% | 67.65% | - |
 Meritage Homes (MTH) | 1.46% | 1.91% | 84.76% | - |
 Terex (TEX) | 0.62% | 0% | 60.83% | 2/18/2026 |
 Stanley Black & Decker (SWK) | 0.45% | 0% | 28.61% | 8/15/2023 |
 Millrose Properties Inc (MRP) | 0.45% | 2.7% | 13.24% | - |
 NOV (NOV) | 0.42% | 1.99% | 55.75% | - |
 Avantor (AVTR) | 0.29% | 3.19% | 7.35% | - |
 Genpact (G) | 0.2% | 0% | 36.7% | 8/18/2025 |
 Baxter (BAX) | 0.19% | 3.49% | 7.35% | - |
 Bank of America (BAC) | 0.12% | 0% | 18.11% | 11/20/2023 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.1% | 1.14% | 7.35% | - |
 Lennar (LEN.B) | 0.1% | 0.67% | 13.24% | - |
 ProShares Short S&P500 (SH) | 0.09% | 0% | 26.47% | 5/22/2023 |
 Ford (F) | 0.08% | 0% | 5.68% | 8/15/2023 |
 Schlumberger (SLB) | 0.05% | 4.14% | 1.14% | - |
 Morgan Stanley (MS) | 0.04% | 0% | 9.36% | 8/17/2022 |
 ProShares Short QQQ ETF (PSQ) | 0.04% | 0% | 11.43% | 5/22/2023 |
 Charles Schwab (SCHW) | 0.01% | 0% | 15.04% | 8/17/2022 |
 Agilent (A.US) | 0.01% | 0% | 15.04% | 8/17/2022 |
 MDC Holdings Inc (MDC) | 0% | 0% | 9.36% | 8/17/2022 |
 CF Industries (CF) | 0% | 0% | 3.54% | 2/22/2022 |
 Teleflex (TFX) | 0% | 0.26% | 1.14% | - |
 Union Pacific (UNP) | 0% | 0% | 5.82% | 8/17/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Lennar (LEN) | 24.34% | 21.17% |
| Toll Brothers (TOL) | 12.35% | 15.97% |
| PulteGroup (PHM) | 12.57% | 13.81% |
| D.R. Horton (DHI) | 12.78% | 11.14% |
| Oshkosh (OSK) | 6.01% | 6.69% |
| Avantor (AVTR) | 4.51% | 4.51% |
| Arrow Electronics (ARW) | 4.92% | 4.47% |
| Lear (LEA) | 4.29% | 4.38% |
| Avnet (AVT) | 3.99% | 4.01% |
| Millrose Properties Inc (MRP) | 3.23% | 2.97% |
| Baxter (BAX) | 2.5% | 2.55% |
| Meritage Homes (MTH) | 1.91% | 2.03% |
| NOV (NOV) | 1.9% | 1.89% |
| Terex (TEX) | 1.68% | 1.65% |
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 1.64% | 1.6% |
| Lennar (LEN.B) | 0.99% | 0.74% |
Cash & Instruments Over Time
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