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Portfolio Diversification
Range
Most Diversified
18 instruments
December 3, 2025
Least Diversified
0 instruments
January 2, 2023
Average
6.2 instruments
Most Consistent Holdings
Top 5
KEYS38.49%
FRPT28.32%
SCCO19.29%
ITUB17.29%
ELV10.86%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Keysight Technologies (KEYS) | 26.17% | 0% | 38.49% | 11/24/2025 |
 CaridinaCapital | 16.51% | 0% | 49.44% | 7/24/2025 |
 rubymza | 6.41% | 11.88% | 58.82% | - |
 AmitKup | 5.63% | 3.05% | 58.82% | - |
 thomaspj | 3.81% | 11.65% | 37.27% | - |
 Jenelleb123 | 3.57% | 9.46% | 58.82% | - |
 jaynemesis | 3.52% | 1.22% | 58.82% | - |
 CPHequities | 3.34% | 7.98% | 58.82% | - |
 triangulacapital | 3.3% | 10.84% | 37.27% | - |
 Doctorgino | 1.99% | 0% | 25.54% | 10/23/2025 |
 Autozone (AZO) | 1.22% | 5.82% | 6.52% | - |
| Freshpet (FRPT) | 0.49% | 0% | 28.32% | 2/24/2026 |
| Elevance Health (ELV) | 0.39% | 0% | 10.86% | 1/5/2026 |
 Gartner (IT) | 0.35% | 0% | 9.21% | 12/17/2025 |
 YETI (YETI) | 0.25% | 0% | 9.04% | 7/17/2025 |
 Crown (CCK) | 0.17% | 1.78% | 9.56% | - |
 Lululemon (LULU) | 0.15% | 0% | 9.04% | 12/15/2025 |
 UnitedHealth (UNH) | 0.14% | 0% | 2.69% | 10/3/2025 |
 Microsoft (MSFT) | 0.14% | 0% | 1.82% | 12/18/2025 |
 Boeing (BA) | 0.1% | 0% | 5.56% | 1/20/2026 |
 Carrier (CARR) | 0.08% | 0% | 2.35% | 5/1/2025 |
 Meta (META) | 0.06% | 0% | 0.7% | 12/4/2025 |
 NVIDIA (NVDA) | 0.05% | 0% | 1.13% | 12/16/2025 |
 Broadcom (AVGO) | 0.03% | 0% | 0.52% | 12/18/2025 |
 MGM (MGM) | 0.03% | 0% | 1.39% | 12/3/2025 |
 Amazon (AMZN) | 0.02% | 0% | 0.61% | 12/10/2025 |
 AMD (AMD) | 0.01% | 0% | 0.43% | 12/11/2025 |
 Oracle (ORCL) | 0.01% | 0% | 0.35% | 12/15/2025 |
| Itau Unibanco (ITUB) | 0.01% | 0.01% | 17.29% | - |
 Alphabet (GOOGL) | 0% | 0% | 0.09% | 12/9/2025 |
 Uber (UBER) | 0% | 0% | 0.09% | 12/3/2025 |
 Coca-Cola (KO) | 0% | 0% | 0.09% | 12/12/2025 |
| Southern Copper (SCCO) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| rubymza | 4.16% | 4.19% |
| thomaspj | 3.94% | 4.15% |
| triangulacapital | 3.02% | 3.59% |
| AmitKup | 3.14% | 2.89% |
| Boeing (BA) | 1.61% | 1.8% |
| Elevance Health (ELV) | 1.61% | 1.73% |
| Crown (CCK) | 1.61% | 1.7% |
| jaynemesis | 1.03% | 1.25% |
| Jenelleb123 | 1.1% | 1.16% |
| CPHequities | 0.82% | 1.02% |
| Freshpet (FRPT) | 0.81% | 0.62% |
| Itau Unibanco (ITUB) | 0% | 0.01% |
Cash & Instruments Over Time
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