Portfolio Diversification
Range
Most Diversified
16 instruments
January 3, 2025
Least Diversified
0 instruments
February 2, 2025
Average
12.5 instruments
Most Consistent Holdings
Top 5
BRK.B99.9%
BABA99.9%
ROG.ZU99.9%
NVS99.9%
AGS.BR99.9%
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) | 6.12% | 20.33% | 28.51% | - |
| Berkshire Hathaway (BRK.B) | 4.99% | 3.76% | 99.9% | - |
 Crocs (CROX) | 4.88% | 15.98% | 25.31% | - |
 Axcelis (ACLS) | 4.41% | 24.21% | 21.38% | - |
| Alibaba (BABA) | 3.95% | 3.38% | 99.9% | - |
 Cognizant (CTSH) | 3.78% | 2.9% | 78.41% | - |
 Jeronimo Martins (JMT.LSB) | 3.56% | 2.27% | 99.9% | - |
| Roche (ROG.ZU) | 3.18% | 2.83% | 99.9% | - |
| Novartis (NVS) | 2.88% | 2.13% | 99.9% | - |
 SAP (SAP.DE) | 2.83% | 0% | 78.51% | 2/10/2025 |
| Ageas (AGS.BR) | 2.76% | 2.21% | 99.9% | - |
 AutoNation (AN) | 2.24% | 3.77% | 52.89% | - |
 PayPal (PYPL) | 1.93% | 2.79% | 46.9% | - |
 Disney (DIS) | 1.76% | 3.11% | 46.9% | - |
 Adidas (ADS.DE) | 1.34% | 0% | 50.93% | 5/16/2024 |
 Brookfield (BAM) | 1.24% | 1.86% | 55.58% | - |
 Fox (FOXF) | 1.12% | 1.89% | 55.79% | - |
 Intel (INTC) | 0.7% | 0% | 35.54% | 12/18/2023 |
 Sandoz (SDZNY) | 0.15% | 0.2% | 72% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Academy Sports (ASO) | 28.3% | 29.8% |
| PayPal (PYPL) | 3.77% | 4.43% |
| Berkshire Hathaway (BRK.B) | 1.89% | 4.29% |
| Cognizant (CTSH) | 3.77% | 3.98% |
| Disney (DIS) | 3.77% | 3.74% |
| AutoNation (AN) | 3.77% | 3.62% |
| SAP (SAP.DE) | 1.89% | 3.54% |
| Roche (ROG.ZU) | 3.77% | 3.31% |
| Alibaba (BABA) | 5.66% | 2.78% |
| Fox (FOXF) | 3.77% | 2.58% |
| Jeronimo Martins (JMT.LSB) | 1.89% | 2.37% |
| Brookfield (BAM) | 1.89% | 2.18% |
| Ageas (AGS.BR) | 1.89% | 2.18% |
| Novartis (NVS) | 1.89% | 2.05% |
| Sandoz (SDZNY) | 0% | 0.17% |