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Portfolio Diversification
Range
Most Diversified
17 instruments
October 28, 2025
Least Diversified
0 instruments
February 2, 2025
Average
13.2 instruments
Most Consistent Holdings
Top 5
BRK.B99.67%
ROG.ZU99.67%
NVS99.67%
AGS.BR99.67%
JMT.LSB99.67%
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 |
|---|---|---|---|---|
 Axcelis (ACLS) | 6.34% | 0% | 32.78% | 3/11/2026 |
 Academy Sports (ASO) | 5.84% | 0% | 27.94% | 11/3/2025 |
 Crocs (CROX) | 5.83% | 10.42% | 39.45% | - |
| Berkshire Hathaway (BRK.B) | 4.48% | 1.94% | 99.67% | - |
 Cognizant (CTSH) | 3.41% | 1.24% | 82.32% | - |
 Alibaba (BABA) | 3.23% | 0% | 81.73% | 9/18/2025 |
| Jeronimo Martins (JMT.LSB) | 3.14% | 1.2% | 99.67% | - |
 Abercrombie & Fitch (ANF) | 3.03% | 17.28% | 15.93% | - |
| Roche (ROG.ZU) | 2.96% | 1.89% | 99.67% | - |
| Novartis (NVS) | 2.61% | 1.36% | 99.67% | - |
| Ageas (AGS.BR) | 2.51% | 1.42% | 99.67% | - |
 Deckers (DECK) | 2.4% | 17.55% | 14.26% | - |
 SAP (SAP.DE) | 2.28% | 0% | 63.39% | 2/10/2025 |
 AutoNation (AN) | 2.05% | 0% | 51.29% | 12/18/2025 |
 PayPal (PYPL) | 1.86% | 1.13% | 56.88% | - |
 Lululemon (LULU) | 1.79% | 10.61% | 13.34% | - |
 Disney (DIS) | 1.77% | 1.52% | 56.71% | - |
 Brookfield (BAM) | 1.21% | 0.84% | 63.89% | - |
 CGI (GIB) | 1.19% | 10.86% | 10.43% | - |
 Adidas (ADS.DE) | 1.08% | 0% | 41.12% | 5/16/2024 |
 Fox (FOXF) | 1.07% | 0.64% | 64.05% | - |
 Intel (INTC) | 0.57% | 0% | 28.69% | 12/18/2023 |
 Sandoz (SDZNY) | 0.15% | 0.15% | 76.98% | - |
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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