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Portfolio Diversification
Range
Most Diversified
13 instruments
June 30, 2023
Least Diversified
0 instruments
March 29, 2026
Average
5.8 instruments
Most Consistent Holdings
Top 5
T99.75%
WBD85.7%
LTH69.57%
BHC46.74%
PSKY38.04%
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 |
|---|---|---|---|---|
| Life Time (LTH) | 30.55% | 51.81% | 69.57% | - |
| AT&T (T) | 28.62% | 41.55% | 99.75% | - |
| Warner Bros Discovery (WBD) | 10.87% | 0% | 85.7% | 12/15/2025 |
| Bausch Health (BHC) | 4.26% | 0% | 46.74% | 7/24/2024 |
 Lincoln National (LNC) | 3.49% | 0% | 27.34% | 12/1/2023 |
| Paramount (PSKY) | 3.45% | 0% | 38.04% | 4/8/2024 |
 Inmode (INMD) | 3.43% | 0% | 33.78% | 3/11/2024 |
 Intel (INTC) | 2.67% | 0% | 31.94% | 1/29/2024 |
 Teradyne (TER) | 2.47% | 0% | 29.01% | 12/21/2023 |
 SkyWest (SKYW) | 2.46% | 0% | 22.99% | 11/14/2023 |
 Philips (PHG) | 2.37% | 0% | 30.27% | 1/5/2024 |
 Meta (META) | 1.36% | 0% | 24.08% | 10/23/2023 |
 Allegiant (ALGT) | 1.01% | 0% | 8.86% | 2/28/2024 |
 Black Hills (BKH) | 0.72% | 0% | 5.77% | 2/8/2024 |
 LG Display (LPL) | 0.53% | 0% | 16.22% | 7/17/2023 |
 SPDR S&P Regional Banking ETF (KRE) | 0.31% | 0% | 11.2% | 11/14/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Life Time (LTH) | 44.88% | 51.31% |
| AT&T (T) | 44.58% | 42.08% |
Cash & Instruments Over Time
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