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Portfolio Diversification
Range
Most Diversified
10 instruments
January 20, 2026
Least Diversified
5 instruments
January 5, 2022
Average
7 instruments
Most Consistent Holdings
Top 5
GNW89.83%
STLA.US61.91%
JXN50.07%
00966.HK40.03%
BRBY.L39.96%
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) | 17.75% | 27.4% | 61.91% | - |
| Jackson (JXN) | 17.67% | 26.66% | 50.07% | - |
| Genworth (GNW) | 17.16% | 0.75% | 89.83% | - |
 Unum (UNM) | 7.96% | 0% | 38.22% | 8/20/2023 |
 Alibaba (BABA) | 7.21% | 0% | 38.22% | 8/20/2023 |
 CVR Energy (CVI.US) | 4.67% | 0% | 30.99% | 5/4/2023 |
| China Taiping (00966.HK) | 4.43% | 1.9% | 40.03% | - |
 Douglas AG (DOU.DE) | 3.34% | 17.57% | 17.07% | - |
 CVS Health (CVS) | 3.01% | 0% | 28.78% | 10/11/2024 |
 Meta (META) | 2.31% | 0% | 35.68% | 8/20/2023 |
| Burberry (BRBY.L) | 2.15% | 0.61% | 39.96% | - |
 Avolta (AVOL.ZU) | 1.7% | 0% | 21.89% | 5/2/2024 |
 Smith & Wesson (SWBI) | 1.65% | 0% | 27.91% | 8/3/2023 |
 Principal Financial (PFG) | 1.49% | 0% | 10.17% | 6/2/2022 |
 Centene (CNC) | 1.05% | 3.51% | 12.25% | - |
 BAIC Motor (1958.HK) | 1.04% | 0% | 31.19% | 9/10/2025 |
 Everest (EG) | 0.95% | 0% | 10.58% | 6/15/2022 |
 GEO (GEO) | 0.78% | 0% | 17.74% | 4/30/2024 |
 Alibaba (9988.HK) | 0.75% | 0% | 36.81% | 8/4/2023 |
 Societe Generale (GLE.PA) | 0.7% | 0% | 30.59% | 6/24/2025 |
 NRG Energy (NRG) | 0.39% | 0% | 5.49% | 3/31/2022 |
 Discover (DFS) | 0.38% | 0% | 5.02% | 3/31/2022 |
 B&M (BME.L) | 0.32% | 12.05% | 8.3% | - |
 UNITE Group (UTG.L) | 0.25% | 7.13% | 3.61% | - |
 HF Sinclair (DINO) | 0.18% | 0% | 1.2% | 1/18/2022 |
 Stride (LRN) | 0.09% | 2.61% | 3.41% | - |
 Athene Holding Ltd (ATH) | 0.04% | 0% | 0.27% | 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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