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Portfolio Diversification
Range
Most Diversified
10 instruments
January 20, 2026
Least Diversified
0 instruments
April 4, 2026
Average
7.2 instruments
Most Consistent Holdings
Top 5
GNW90.44%
STLA.US65.38%
JXN54.75%
00966.HK45.73%
BRBY.L45.43%
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 |
|---|---|---|---|---|
| Stellantis (STLA.US) | 18.64% | 25.5% | 65.38% | - |
| Jackson (JXN) | 18.29% | 19.13% | 54.75% | - |
| Genworth (GNW) | 15.49% | 0.88% | 90.44% | - |
 Unum (UNM) | 7.15% | 0% | 34.31% | 8/20/2023 |
 Alibaba (BABA) | 6.47% | 0% | 34.31% | 8/20/2023 |
 Douglas AG (DOU.DE) | 4.79% | 21.89% | 25.12% | - |
 CVR Energy (CVI.US) | 4.2% | 0% | 27.82% | 5/4/2023 |
| China Taiping (00966.HK) | 4.15% | 1.78% | 45.73% | - |
 CVS Health (CVS) | 2.7% | 0% | 25.84% | 10/11/2024 |
 Meta (META) | 2.08% | 0% | 32.03% | 8/20/2023 |
| Burberry (BRBY.L) | 1.99% | 0.59% | 45.43% | - |
 B&M (BME.L) | 1.76% | 21.01% | 17.25% | - |
 Avolta (AVOL.ZU) | 1.53% | 0% | 19.65% | 5/2/2024 |
 Smith & Wesson (SWBI) | 1.48% | 0% | 25.06% | 8/3/2023 |
 Principal Financial (PFG) | 1.34% | 0% | 9.13% | 6/2/2022 |
 Centene (CNC) | 1.03% | 0% | 17.61% | 6/30/2026 |
 UNITE Group (UTG.L) | 0.97% | 7.98% | 13.04% | - |
 BAIC Motor (1958.HK) | 0.94% | 0% | 28% | 9/10/2025 |
 Everest (EG) | 0.85% | 0% | 9.5% | 6/15/2022 |
 GEO (GEO) | 0.7% | 0% | 15.93% | 4/30/2024 |
 Alibaba (9988.HK) | 0.67% | 0% | 33.05% | 8/4/2023 |
 Societe Generale (GLE.PA) | 0.63% | 0% | 27.46% | 6/24/2025 |
 NRG Energy (NRG) | 0.35% | 0% | 4.93% | 3/31/2022 |
 Discover (DFS) | 0.34% | 0% | 4.51% | 3/31/2022 |
 Stride (LRN) | 0.23% | 0.87% | 12.86% | - |
 HF Sinclair (DINO) | 0.16% | 0% | 1.08% | 1/18/2022 |
 Athene Holding Ltd (ATH) | 0.03% | 0% | 0.24% | 1/4/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Jackson (JXN) | 30.18% | 35.61% |
| Stellantis (STLA.US) | 29.84% | 26.32% |
| Douglas AG (DOU.DE) | 25.92% | 22.75% |
| Centene (CNC) | 11.78% | 12.01% |
| China Taiping (00966.HK) | 1.22% | 1.62% |
| Genworth (GNW) | 0.62% | 0.81% |
| Burberry (BRBY.L) | 0.43% | 0.71% |
Cash & Instruments Over Time
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