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 The tilt toward retail and lifestyle leaders such as Costco, Home Depot, Lowe’s, Amazon, and Dick’s Sporting Goods makes the portfolio more sensitive to shifts in consumer spending, while exposure to staples like Coca-Cola, PepsiCo, and Walmart adds stability.

 The portfolio is concentrated in North America (89.5%), with limited exposure to Europe (9.8%) and Asia-Pacific (0.7%). This reflects confidence in the scale and resilience of U.S. consumer markets.

Consumer cyclicals dominate (77.9%), with 21.1% in staples and a small
1.0% allocation to tech-linked consumer businesses, underscoring high sensitivity to economic cycles.

Executive Summary

• Portfolio Summary
• Regional Allocation
• Sector Allocation
• Asset Allocation by Market Cap Fixed
• Portfolio Performance
• Portfolio Performance – Stock Performance
• Portfolio Performance – Valuation
• CrispIdea Consumer Cyclical Portfolio Analysis

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