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Portfolio Diversification
Range
Most Diversified
12 instruments
October 7, 2025
Least Diversified
0 instruments
December 19, 2023
Average
5.7 instruments
Most Consistent Holdings
Top 5
PGR68.66%
DIS47.05%
NA9.DE36.11%
TEP.PA35.07%
PDD33.16%
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 |
|---|---|---|---|---|
| Disney (DIS) | 15.72% | 0% | 47.05% | 3/7/2025 |
| Progressive (PGR) | 9.91% | 15.58% | 68.66% | - |
| Teleperformance (TEP.PA) | 4.91% | 12.61% | 35.07% | - |
 Tesla (TSLA) | 4.56% | 0% | 26.48% | 12/31/2024 |
| PDD Holdings (PDD) | 4.52% | 4.54% | 33.16% | - |
| Nagarro (NA9.DE) | 4.25% | 9.73% | 36.11% | - |
 Autozone (AZO) | 3.96% | 0% | 27.78% | 1/21/2025 |
 Airbnb (ABNB) | 3.25% | 0% | 29.86% | 12/18/2023 |
 Occidental (OXY) | 2.22% | 0% | 30.9% | 2/19/2026 |
 Meta (META) | 2% | 6.71% | 23% | - |
 ASML (ASML) | 1.77% | 0% | 11.37% | 7/16/2025 |
 Adobe (ADBE) | 1.52% | 10.68% | 17.88% | - |
 Alibaba (BABA) | 1.52% | 0% | 17.45% | 9/18/2025 |
 Klarna Group plc (KLAR) | 1.47% | 7.36% | 15.54% | - |
 Intel (INTC) | 1.44% | 0% | 11.46% | 3/6/2025 |
 Apple (AAPL) | 1.39% | 0% | 8.94% | 8/12/2025 |
 UnitedHealth (UNH) | 1.31% | 5.89% | 17.53% | - |
 Five Below (FIVE) | 1.22% | 0% | 16.75% | 5/13/2025 |
 LVMH (MC.PA) | 1.2% | 13.87% | 14.5% | - |
 Alphabet (GOOG) | 1.16% | 0% | 13.63% | 1/21/2025 |
 Microsoft (MSFT) | 1.12% | 0% | 7.2% | 10/29/2024 |
 Altria (MO) | 0.91% | 0% | 8.59% | 4/30/2025 |
 SAP (SAP) | 0.69% | 3.75% | 14.84% | - |
 Nio (NIO) | 0.39% | 0% | 16.58% | 3/5/2026 |
 Bitcoin (BTC) | 0.34% | 0% | 4.69% | 1/27/2025 |
 Volkswagen (VOW3.DE) | 0.24% | 0% | 3.65% | 2/28/2025 |
 O'Reilly Auto (ORLY) | 0.22% | 0% | 2.69% | 3/13/2023 |
 Spotify (SPOT) | 0.18% | 0% | 2.69% | 2/2/2023 |
 Dollar General (DG.US) | 0.14% | 0% | 2.43% | 2/18/2025 |
 Coca-Cola (KO) | 0.14% | 0% | 1.04% | 1/29/2025 |
 Netflix (NFLX) | 0.1% | 0% | 1.65% | 1/20/2023 |
 Amazon (AMZN) | 0.02% | 4.65% | 0.35% | - |
 Xiaomi (1810.HK) | 0.01% | 3.97% | 0.17% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Progressive (PGR) | 16.39% | 16.46% |
| Nagarro (NA9.DE) | 9.31% | 13.59% |
| Teleperformance (TEP.PA) | 15.58% | 13.37% |
| Adobe (ADBE) | 9.03% | 9.24% |
| Klarna Group plc (KLAR) | 12.3% | 8.51% |
| LVMH (MC.PA) | 6.34% | 8.09% |
| Meta (META) | 6.93% | 6.71% |
| UnitedHealth (UNH) | 6.06% | 6.64% |
| Occidental (OXY) | 5.59% | 5.06% |
| PDD Holdings (PDD) | 5.28% | 4.93% |
| SAP (SAP) | 4.75% | 4.4% |
| Nio (NIO) | 2.34% | 1.85% |
Cash & Instruments Over Time
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