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Portfolio Diversification
Range
Most Diversified
8 instruments
January 6, 2026
Least Diversified
0 instruments
January 2, 2023
Average
1.9 instruments
Most Consistent Holdings
Top 5
CVX5.3%
HAL5.3%
SLB5.3%
ITA5.21%
ZPDE.DE5.21%
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 |
|---|---|---|---|---|
 WarrenBuffet-CF | 23.43% | 16.38% | 51.35% | - |
 rubymza | 13.9% | 34.03% | 51.35% | - |
 GreenbullInvest | 12.03% | 11.76% | 51.35% | - |
 Tesla (TSLA) | 0.88% | 0% | 3.48% | 2/14/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.76% | 0% | 1.39% | 7/19/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.48% | 0% | 0.7% | 1/26/2023 |
| Chevron (CVX) | 0.4% | 7.99% | 5.3% | - |
| Schlumberger (SLB) | 0.35% | 6.19% | 5.3% | - |
| SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.DE) | 0.3% | 6.23% | 5.21% | - |
| Halliburton (HAL) | 0.25% | 4.73% | 5.3% | - |
| iShares US Aerospace & Defense ETF (ITA) | 0.18% | 3.55% | 5.21% | - |
 GER40 Index (Non Expiry) (GER40) | 0.14% | 0% | 0.26% | 7/7/2023 |
 Bed Bath & Beyond Inc (BBBYQ) | 0.04% | 0% | 0.43% | 1/17/2023 |
 Oil (Non Expiry) (OIL) | 0.02% | 0% | 0.09% | 4/4/2023 |
 AMC (AMC) | 0.02% | 0% | 0.09% | 4/5/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| WarrenBuffet-CF | 46.54% | 48.11% |
| rubymza | 29.43% | 27.29% |
| GreenbullInvest | 24% | 24.46% |
Cash & Instruments Over Time
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