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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
GNW90.2%
STLA.US64.01%
JXN52.89%
00966.HK43.47%
BRBY.L43.22%
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) | 18.37% | 0% | 64.01% | 6/12/2026 |
| Jackson (JXN) | 18.1% | 0% | 52.89% | 6/12/2026 |
| Genworth (GNW) | 16.15% | 0% | 90.2% | 6/12/2026 |
 Unum (UNM) | 7.47% | 0% | 35.87% | 8/20/2023 |
 Alibaba (BABA) | 6.76% | 0% | 35.87% | 8/20/2023 |
 CVR Energy (CVI.US) | 4.39% | 0% | 29.08% | 5/4/2023 |
| China Taiping (00966.HK) | 4.26% | 0% | 43.47% | 6/12/2026 |
 Douglas AG (DOU.DE) | 4.16% | 0% | 21.92% | 6/12/2026 |
 CVS Health (CVS) | 2.82% | 0% | 27.01% | 10/11/2024 |
 Meta (META) | 2.17% | 0% | 33.48% | 8/20/2023 |
| Burberry (BRBY.L) | 2.05% | 0% | 43.22% | 6/12/2026 |
 Avolta (AVOL.ZU) | 1.6% | 0% | 20.54% | 5/2/2024 |
 Smith & Wesson (SWBI) | 1.55% | 0% | 26.19% | 8/3/2023 |
 Principal Financial (PFG) | 1.4% | 0% | 9.55% | 6/2/2022 |
 Centene (CNC) | 1.08% | 0% | 17.4% | 6/12/2026 |
 B&M (BME.L) | 1.04% | 0% | 13.69% | 6/12/2026 |
 BAIC Motor (1958.HK) | 0.98% | 0% | 29.27% | 9/10/2025 |
 Everest (EG) | 0.89% | 0% | 9.92% | 6/15/2022 |
 GEO (GEO) | 0.74% | 0% | 16.65% | 4/30/2024 |
 Alibaba (9988.HK) | 0.7% | 0% | 34.55% | 8/4/2023 |
 Societe Generale (GLE.PA) | 0.66% | 0% | 28.71% | 6/24/2025 |
 UNITE Group (UTG.L) | 0.65% | 0% | 9.3% | 6/12/2026 |
 NRG Energy (NRG) | 0.37% | 0% | 5.15% | 3/31/2022 |
 Discover (DFS) | 0.36% | 0% | 4.71% | 3/31/2022 |
 Stride (LRN) | 0.2% | 0% | 9.11% | 6/12/2026 |
 HF Sinclair (DINO) | 0.16% | 0% | 1.13% | 1/18/2022 |
 Athene Holding Ltd (ATH) | 0.03% | 0% | 0.25% | 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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