Portfolio Diversification
Range
Most Diversified
4 instruments
January 2, 2023
Least Diversified
0 instruments
November 7, 2023
Average
1.5 instruments
Most Consistent Holdings
Top 5
UNM60.71%
DISH34.4%
GPN20.73%
LBTYA19.25%
BRK.B13.33%
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) | 57.41% | 100% | 60.71% | - |
| Global Payments (GPN) | 17.38% | 0% | 20.73% | 7/5/2023 |
| DISH Network Corp (DISH) | 16.17% | 0% | 34.4% | 11/6/2023 |
| Berkshire Hathaway (BRK.B) | 3.5% | 0% | 13.33% | 3/4/2024 |
| Liberty Global (LBTYA) | 0.8% | 0% | 19.25% | 6/22/2023 |
 Lincoln National (LNC) | 0.04% | 0% | 1.37% | 1/13/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Unum (UNM) | 100% | 100% |