Portfolio Diversification
Range
Most Diversified
17 instruments
October 28, 2025
Least Diversified
0 instruments
February 2, 2025
Average
12.8 instruments
Most Consistent Holdings
Top 5
BRK.B99.81%
ROG.ZU99.81%
NVS99.81%
AGS.BR99.81%
JMT.LSB99.81%
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) | 6.62% | 0% | 31.66% | 11/3/2025 |
 Axcelis (ACLS) | 5.88% | 16.72% | 27.98% | - |
 Crocs (CROX) | 5.48% | 9.92% | 31.57% | - |
| Berkshire Hathaway (BRK.B) | 4.82% | 2.31% | 99.81% | - |
 Cognizant (CTSH) | 3.66% | 1.99% | 80.15% | - |
 Alibaba (BABA) | 3.66% | 0% | 92.63% | 9/18/2025 |
| Jeronimo Martins (JMT.LSB) | 3.41% | 1.31% | 99.81% | - |
| Roche (ROG.ZU) | 3.11% | 2.01% | 99.81% | - |
| Novartis (NVS) | 2.79% | 1.37% | 99.81% | - |
| Ageas (AGS.BR) | 2.68% | 1.3% | 99.81% | - |
 SAP (SAP.DE) | 2.59% | 0% | 71.83% | 2/10/2025 |
 AutoNation (AN) | 2.3% | 2.21% | 56.81% | - |
 PayPal (PYPL) | 1.96% | 1.54% | 51.32% | - |
 Disney (DIS) | 1.82% | 1.72% | 51.23% | - |
 Brookfield (BAM) | 1.26% | 1.04% | 59.26% | - |
 Adidas (ADS.DE) | 1.23% | 0% | 46.6% | 5/16/2024 |
 Fox (FOXF) | 1.13% | 0.68% | 59.45% | - |
 Abercrombie & Fitch (ANF) | 1.01% | 21.42% | 5.2% | - |
 Intel (INTC) | 0.64% | 0% | 32.51% | 12/18/2023 |
 Deckers (DECK) | 0.56% | 17.2% | 3.31% | - |
 Lululemon (LULU) | 0.31% | 15.06% | 1.98% | - |
 Sandoz (SDZNY) | 0.15% | 0.15% | 74.2% | - |
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% |