Portfolio Diversification
Range
Most Diversified
27 instruments
May 3, 2024
Least Diversified
0 instruments
February 2, 2025
Average
16.3 instruments
Most Consistent Holdings
Top 5
LOPE72.65%
GAMB67.55%
CSCO59.47%
MED.US58.32%
JAKK52.72%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 23, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Gambling.com (GAMB) | 7.92% | 19.7% | 67.55% | - |
| Grand Canyon Education (LOPE) | 5.92% | 10.83% | 72.65% | - |
| JAKKS (JAKK) | 5.78% | 11.7% | 52.72% | - |
| Medifast (MED.US) | 4.68% | 0% | 58.32% | 5/23/2025 |
 Ituran (ITRN) | 4.68% | 13.09% | 40.36% | - |
 Hello Group (MOMO) | 4.19% | 0% | 43% | 2/21/2025 |
 Alpha Metallurgical (AMR) | 3.74% | 18.08% | 40.36% | - |
 Baidu (BIDU) | 3.29% | 0% | 30.48% | 5/23/2025 |
| Cisco (CSCO) | 2.5% | 0% | 59.47% | 11/18/2024 |
 Danaos (DAC) | 2.5% | 0% | 24.71% | 5/16/2025 |
 Alibaba (BABA) | 2.16% | 0% | 30.15% | 2/21/2025 |
 Berkshire Hathaway (BRK.B) | 2.11% | 0% | 25.7% | 5/6/2024 |
 Cirrus Logic (CRUS) | 1.96% | 0% | 32.29% | 11/18/2024 |
 Snap-on (SNA) | 1.93% | 0% | 36.9% | 12/16/2024 |
 Semler Scientific (SMLR) | 1.84% | 0% | 28.67% | 6/9/2025 |
 Perdoceo (PRDO) | 1.79% | 0% | 36.9% | 12/16/2024 |
 St. Joe (JOE) | 1.72% | 14.19% | 12.85% | - |
 Check Point (CHKP) | 1.65% | 0% | 32.29% | 11/18/2024 |
 Teradyne (TER) | 1.55% | 0% | 32.29% | 11/18/2024 |
 Regeneron (REGN) | 1.54% | 0% | 32.29% | 11/18/2024 |
 Paychex (PAYX) | 1.53% | 0% | 32.29% | 11/18/2024 |
 Adobe (ADBE) | 1.5% | 0% | 32.29% | 11/18/2024 |
 Johnson & Johnson (JNJ) | 1.49% | 0% | 32.29% | 11/18/2024 |
 Gravity (GRVY) | 1.45% | 0% | 12.69% | 5/5/2025 |
 Ethan Allen (ETD) | 1.43% | 0% | 32.29% | 11/18/2024 |
 Agilent (A) | 1.41% | 0% | 32.29% | 11/18/2024 |
 Nordson (NDSN) | 1.31% | 0% | 32.29% | 11/18/2024 |
 Haverty Furniture (HVT) | 1.28% | 0% | 32.29% | 11/18/2024 |
 Meta (META) | 1.22% | 0% | 27.18% | 5/6/2024 |
 IBM (IBM) | 1.12% | 0% | 27.18% | 5/6/2024 |
 Goldman Sachs (GS) | 1.12% | 0% | 27.18% | 5/6/2024 |
 Novo-Nordisk (NVO) | 1.09% | 0% | 27.18% | 5/6/2024 |
 IDEXX (IDXX) | 1.08% | 0% | 27.18% | 5/6/2024 |
 Stryker (SYK) | 1.08% | 0% | 27.18% | 5/6/2024 |
 LVMH (MC.PA) | 1.06% | 0% | 27.18% | 5/6/2024 |
 Dow (DOW) | 1.05% | 0% | 27.18% | 5/6/2024 |
 Amgen (AMGN) | 1.05% | 0% | 27.18% | 5/6/2024 |
 Chevron (CVX) | 1.04% | 0% | 27.18% | 5/6/2024 |
 Visa (V) | 1.04% | 0% | 27.18% | 5/6/2024 |
 Verizon (VZ) | 1.04% | 0% | 27.18% | 5/6/2024 |
 Walgreens (WBA) | 1.04% | 0% | 27.18% | 5/6/2024 |
 Microsoft (MSFT) | 1.03% | 0% | 27.18% | 5/6/2024 |
 3M (MMM) | 1.03% | 0% | 27.18% | 5/6/2024 |
 ADP (ADP) | 1.01% | 0% | 27.18% | 5/6/2024 |
 L'Oréal (OR.PA) | 1% | 0% | 27.18% | 5/6/2024 |
 Coca-Cola (KO) | 1% | 0% | 27.18% | 5/6/2024 |
 Philip Morris (PM) | 0.98% | 0% | 27.18% | 5/6/2024 |
 LKQ (LKQ) | 0.72% | 0% | 19.44% | 5/6/2024 |
 MasterCraft (MCFT) | 0.71% | 0% | 21.42% | 5/6/2024 |
 Deckers (DECK) | 0.66% | 6.98% | 9.56% | - |
 Berry Plastics (BERY) | 0.62% | 0% | 19.44% | 5/6/2024 |
 Tidewater (TDW) | 0.37% | 5.16% | 7.08% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 0.18% | 0% | 1.48% | 12/1/2023 |
 iShares MSCI India ETF (INDA) | 0.11% | 0% | 1.15% | 12/1/2023 |
 Solventum (SOLV) | 0.03% | 0% | 5.11% | 5/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Gambling.com (GAMB) | 6.65% | 11.92% |
| Hello Group (MOMO) | 8.32% | 11.3% |
| Baidu (BIDU) | 10.83% | 10.32% |
| Ituran (ITRN) | 9.1% | 10.16% |
| Danaos (DAC) | 10.38% | 10.15% |
| Grand Canyon Education (LOPE) | 9.59% | 10.08% |
| Alibaba (BABA) | 10.83% | 9.91% |
| Medifast (MED.US) | 13.03% | 9.81% |
| Alpha Metallurgical (AMR) | 10.83% | 8.55% |
| Semler Scientific (SMLR) | 10.41% | 7.77% |