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Portfolio Diversification
Range
Most Diversified
4 instruments
January 2, 2023
Least Diversified
0 instruments
November 7, 2023
Average
1.4 instruments
Most Consistent Holdings
Top 5
UNM59.55%
DISH26.1%
GOOG17.8%
GPN15.73%
LBTYA14.61%
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 |
|---|---|---|---|---|
| Unum (UNM) | 49.79% | 0.04% | 59.55% | - |
| Alphabet (GOOG) | 17.8% | 99.96% | 17.8% | - |
| Global Payments (GPN) | 13.19% | 0% | 15.73% | 7/5/2023 |
| DISH Network Corp (DISH) | 12.27% | 0% | 26.1% | 11/6/2023 |
 Berkshire Hathaway (BRK.B) | 2.66% | 0% | 10.11% | 3/4/2024 |
| Liberty Global (LBTYA) | 0.61% | 0% | 14.61% | 6/22/2023 |
 Lincoln National (LNC) | 0.03% | 0% | 1.04% | 1/13/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 99.93% | 99.95% |
| Unum (UNM) | 0.07% | 0.05% |
Cash & Instruments Over Time
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