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Portfolio Diversification
Range
Most Diversified
10 instruments
January 20, 2026
Least Diversified
0 instruments
April 4, 2026
Average
7.1 instruments
Most Consistent Holdings
Top 5
GNW90.01%
STLA.US62.97%
JXN51.49%
00966.HK41.76%
BRBY.L41.7%
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) | 18.05% | 30.91% | 62.97% | - |
| Jackson (JXN) | 17.9% | 26.26% | 51.49% | - |
| Genworth (GNW) | 16.65% | 0.75% | 90.01% | - |
 Unum (UNM) | 7.72% | 0% | 37.03% | 8/20/2023 |
 Alibaba (BABA) | 6.98% | 0% | 37.03% | 8/20/2023 |
 CVR Energy (CVI.US) | 4.53% | 0% | 30.03% | 5/4/2023 |
| China Taiping (00966.HK) | 4.34% | 1.68% | 41.76% | - |
 Douglas AG (DOU.DE) | 3.77% | 16.99% | 19.52% | - |
 CVS Health (CVS) | 2.91% | 0% | 27.89% | 10/11/2024 |
 Meta (META) | 2.24% | 0% | 34.57% | 8/20/2023 |
| Burberry (BRBY.L) | 2.1% | 0.61% | 41.7% | - |
 Avolta (AVOL.ZU) | 1.65% | 0% | 21.21% | 5/2/2024 |
 Smith & Wesson (SWBI) | 1.6% | 0% | 27.04% | 8/3/2023 |
 Principal Financial (PFG) | 1.44% | 0% | 9.86% | 6/2/2022 |
 Centene (CNC) | 1.09% | 1.2% | 14.85% | - |
 BAIC Motor (1958.HK) | 1.01% | 0% | 30.22% | 9/10/2025 |
 Everest (EG) | 0.92% | 0% | 10.25% | 6/15/2022 |
 GEO (GEO) | 0.76% | 0% | 17.19% | 4/30/2024 |
 Alibaba (9988.HK) | 0.73% | 0% | 35.67% | 8/4/2023 |
 Societe Generale (GLE.PA) | 0.68% | 0% | 29.64% | 6/24/2025 |
 B&M (BME.L) | 0.66% | 11.27% | 11.02% | - |
 UNITE Group (UTG.L) | 0.44% | 6.54% | 6.49% | - |
 NRG Energy (NRG) | 0.38% | 0% | 5.32% | 3/31/2022 |
 Discover (DFS) | 0.37% | 0% | 4.86% | 3/31/2022 |
 Stride (LRN) | 0.17% | 1.86% | 6.29% | - |
 HF Sinclair (DINO) | 0.17% | 0% | 1.17% | 1/18/2022 |
 Athene Holding Ltd (ATH) | 0.04% | 0% | 0.26% | 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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