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Portfolio Diversification
Range
Most Diversified
7 instruments
April 5, 2025
Least Diversified
0 instruments
November 16, 2025
Average
6 instruments
Most Consistent Holdings
Top 5
DG.US99.41%
NKE95.29%
OXY95.29%
ULTA95.29%
LULU76.08%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 6, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Dollar General (DG.US) | 11.66% | 16.31% | 99.41% | - |
| Lululemon (LULU) | 7.49% | 11.34% | 76.08% | - |
| Nike (NKE) | 7.45% | 9.67% | 95.29% | - |
 Sprouts (SFM) | 4.17% | 14.76% | 34.9% | - |
| Ulta (ULTA) | 4.07% | 4.95% | 95.29% | - |
 ASML (ASML.NV) | 3.27% | 0% | 67.06% | 1/21/2026 |
| Occidental (OXY) | 3.13% | 4.45% | 95.29% | - |
 Lam Research (LRCX) | 1.73% | 0% | 34.9% | 9/29/2025 |
 Salesforce (CRM) | 0.01% | 6.72% | 0.2% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Dollar General (DG.US) | 13.02% | 17.11% |
| Lululemon (LULU) | 15.81% | 15.09% |
| Sprouts (SFM) | 10.22% | 9.6% |
| Nike (NKE) | 10.26% | 9.32% |
| Ulta (ULTA) | 4.06% | 5.11% |
| ASML (ASML.NV) | 2.06% | 3.09% |
| Occidental (OXY) | 3.63% | 2.85% |
Cash & Instruments Over Time
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