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Portfolio Diversification
Range
Most Diversified
17 instruments
October 28, 2025
Least Diversified
0 instruments
February 2, 2025
Average
13 instruments
Most Consistent Holdings
Top 5
BRK.B99.82%
ROG.ZU99.82%
NVS99.82%
AGS.BR99.82%
JMT.LSB99.82%
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 |
|---|---|---|---|---|
 Academy Sports (ASO) | 6.33% | 0% | 30.29% | 11/3/2025 |
 Axcelis (ACLS) | 6.24% | 14.36% | 31.1% | - |
 Crocs (CROX) | 5.6% | 7.83% | 34.54% | - |
| Berkshire Hathaway (BRK.B) | 4.7% | 1.9% | 99.82% | - |
 Cognizant (CTSH) | 3.58% | 1.76% | 81.01% | - |
 Alibaba (BABA) | 3.5% | 0% | 88.61% | 9/18/2025 |
| Jeronimo Martins (JMT.LSB) | 3.31% | 1.12% | 99.82% | - |
| Roche (ROG.ZU) | 3.05% | 1.92% | 99.82% | - |
| Novartis (NVS) | 2.72% | 1.26% | 99.82% | - |
| Ageas (AGS.BR) | 2.61% | 1.19% | 99.82% | - |
 SAP (SAP.DE) | 2.48% | 0% | 68.72% | 2/10/2025 |
 AutoNation (AN) | 2.22% | 0% | 55.61% | 12/18/2025 |
 PayPal (PYPL) | 1.93% | 1.19% | 53.44% | - |
 Abercrombie & Fitch (ANF) | 1.88% | 18.55% | 9.31% | - |
 Disney (DIS) | 1.8% | 1.53% | 53.35% | - |
 Brookfield (BAM) | 1.24% | 0.84% | 61.03% | - |
 Deckers (DECK) | 1.22% | 15.29% | 7.5% | - |
 Adidas (ADS.DE) | 1.18% | 0% | 44.58% | 5/16/2024 |
 Fox (FOXF) | 1.11% | 0.68% | 61.21% | - |
 Lululemon (LULU) | 0.92% | 13.39% | 6.24% | - |
 Intel (INTC) | 0.61% | 0% | 31.1% | 12/18/2023 |
 CGI (GIB) | 0.38% | 12.38% | 3.07% | - |
 Sandoz (SDZNY) | 0.15% | 0.13% | 75.32% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Abercrombie & Fitch (ANF) | 15.76% | 21.74% |
| Deckers (DECK) | 15.57% | 15.16% |
| Lululemon (LULU) | 13.5% | 13.83% |
| CGI (GIB) | 14.61% | 12.28% |
| Axcelis (ACLS) | 11.83% | 12.27% |
| Crocs (CROX) | 11.83% | 7.63% |
| Berkshire Hathaway (BRK.B) | 0.79% | 1.85% |
| Roche (ROG.ZU) | 1.58% | 1.71% |
| Cognizant (CTSH) | 1.58% | 1.67% |
| Disney (DIS) | 1.58% | 1.49% |
| PayPal (PYPL) | 1.58% | 1.18% |
| Novartis (NVS) | 0.79% | 1.13% |
| Ageas (AGS.BR) | 0.79% | 1.12% |
| Jeronimo Martins (JMT.LSB) | 0.79% | 1.05% |
| Brookfield (BAM) | 0.79% | 0.82% |
| Fox (FOXF) | 1.58% | 0.57% |
| Sandoz (SDZNY) | 0% | 0.12% |
Cash & Instruments Over Time
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