Portfolio Diversification
Range
Most Diversified
17 instruments
September 12, 2023
Least Diversified
0 instruments
February 2, 2025
Average
11.3 instruments
Most Consistent Holdings
Top 5
PYPL60.84%
ZTO48.32%
VIPS45.79%
FDM.L43.36%
NFLX42.62%
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 |
|---|---|---|---|---|
 Cousins Properties (CUZ) | 10.36% | 0% | 34.3% | 1/10/2024 |
| Vipshop (VIPS) | 7.55% | 0% | 45.79% | 5/13/2024 |
| PayPal (PYPL) | 5.56% | 0% | 60.84% | 11/17/2025 |
| ZTO Express (ZTO) | 5.52% | 0% | 48.32% | 6/23/2025 |
 Aptiv (APTV) | 4.02% | 0% | 40.84% | 6/23/2025 |
 Paycom (PAYC) | 4.01% | 0% | 36.73% | 6/23/2025 |
 Telkom Indonesia (TLK) | 3.94% | 0% | 37.66% | 6/23/2025 |
 Intel (INTC) | 3.53% | 0% | 42.52% | 9/25/2025 |
 Autohome (ATHM.CH) | 3.53% | 0% | 42.62% | 4/9/2024 |
 Activision Blizzard, Inc. (ATVI) | 3.41% | 0% | 25.7% | 10/10/2023 |
 Vale (VALE) | 3.36% | 0% | 34.21% | 1/9/2024 |
| FDM Group (FDM.L) | 3.33% | 0% | 43.36% | 6/23/2025 |
 Alibaba (BABA) | 2.85% | 0% | 42.62% | 4/9/2024 |
 IDP (IEL.ASX) | 2.72% | 0% | 40.75% | 6/23/2025 |
 Shutterstock (SSTK) | 2.35% | 0% | 27.38% | 7/31/2024 |
 ResMed (RMD) | 2.06% | 0% | 32.52% | 8/27/2024 |
 Evolution (EVO.ST) | 2.05% | 0% | 29.81% | 6/23/2025 |
 Visteon (VC) | 1.94% | 0% | 29.81% | 6/23/2025 |
 Amedisys (AMED) | 1.86% | 0% | 34.21% | 1/9/2024 |
 Genpact (G) | 1.56% | 0% | 27.38% | 1/29/2025 |
 Zoom (ZM) | 1.23% | 0% | 35.14% | 1/19/2024 |
 Lululemon (LULU) | 1.18% | 0% | 29.81% | 6/23/2025 |
 Logitech (LOGI) | 0.82% | 0% | 20.75% | 6/23/2025 |
 NOV (NOV) | 0.56% | 0% | 23.08% | 6/23/2025 |
 Eli Lilly (LLY) | 0.46% | 17.91% | 2.71% | - |
 Signature Bank (SBNY) | 0.35% | 0% | 28.13% | 4/9/2024 |
| Netflix (NFLX) | 0.33% | 0% | 42.62% | 4/9/2024 |
 NextEra Energy Partners (XIFR) | 0.32% | 0% | 30% | 1/31/2024 |
 Vistra (VST) | 0.3% | 11.05% | 2.71% | - |
 NVIDIA (NVDA) | 0.3% | 10.98% | 2.71% | - |
 Broadcom (AVGO) | 0.26% | 8.98% | 2.71% | - |
 Albemarle (ALB) | 0.26% | 0% | 2.52% | 3/11/2024 |
 Adobe (ADBE) | 0.26% | 0% | 6.36% | 6/23/2025 |
 Quanta Services (PWR) | 0.26% | 9.26% | 2.71% | - |
 Comfort Systems USA (FIX) | 0.22% | 8.41% | 2.71% | - |
 Credo (CRDO) | 0.2% | 6.78% | 2.71% | - |
 Qualcomm (QCOM) | 0.2% | 0% | 6.82% | 6/23/2025 |
 T. Rowe Price (TROW) | 0.19% | 0% | 6.82% | 6/23/2025 |
 Rheinmetall (RHM.DE) | 0.19% | 7.33% | 2.71% | - |
 Palantir (PLTR) | 0.18% | 7.31% | 2.71% | - |
 Howmet Aerospace (HWM) | 0.18% | 6.69% | 2.71% | - |
 Merck (MRK) | 0.18% | 0% | 6.36% | 6/23/2025 |
 Globe Life (GL) | 0.17% | 0% | 7.66% | 9/25/2024 |
 Direxion Daily Tech Bull 3X (TECL) | 0.15% | 5.19% | 2.71% | - |
 Meta (META) | 0.1% | 0% | 25.61% | 10/9/2023 |
 Tyson Foods (TSN) | 0.09% | 0% | 34.86% | 1/16/2024 |
 Pfizer (PFE) | 0.06% | 0% | 17.76% | 1/31/2024 |
 Southern Copper (SCCO) | 0.01% | 0% | 1.03% | 1/12/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Paycom (PAYC) | 9.31% | 11.37% |
| ZTO Express (ZTO) | 9.42% | 11.06% |
| Telkom Indonesia (TLK) | 11.27% | 10.68% |
| Aptiv (APTV) | 11.29% | 9.38% |
| FDM Group (FDM.L) | 9.33% | 7.55% |
| Visteon (VC) | 7.37% | 7.27% |
| IDP (IEL.ASX) | 8.59% | 6.76% |
| Evolution (EVO.ST) | 7.34% | 6.74% |
| Genpact (G) | 4.69% | 6.58% |
| Lululemon (LULU) | 2.39% | 4.01% |
| Logitech (LOGI) | 2.5% | 2.78% |
| NOV (NOV) | 2.47% | 2.45% |