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defense_investor
🇮🇪 Tech, ETF, and Financial Services Investor.
3,255 copiers.

Cash Allocation

Range

Highest Cash
April 24, 2024
Lowest Cash
December 22, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
33 instruments
April 11, 2024
Least Diversified
10 instruments
February 3, 2023
Average
18.4 instruments

Most Consistent Holdings

Top 5

avatarRHM.DE
99.59%
avatarGD
98.63%
avatarBA.L
98.35%
avatarSAABB.ST
91.9%
avatarLMT
91.48%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
December 22, 2023
Lowest Exposure
April 24, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
55.58%
Finance
10.91%
ETFs
9.86%
Technology Services
6.36%
Cryptocurrencies
4.84%

Top Countries

Top 5

🇺🇸United States
43.44%
🇬🇧United Kingdom
9.15%
🇫🇷France
6.38%
🇸🇪Sweden
5.98%
🇩🇪Germany
5.55%

Number of Instruments

Holdings over time

(Since February 3, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
BAE SystemsBAE Systems (BA.L)
6.37%2.19%98.35%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
5.54%4.67%47.94%-
RheinmetallRheinmetall (RHM.DE)
5.53%2.75%99.59%-
General DynamicsGeneral Dynamics (GD)
5.24%0%98.63%1/27/2025
BitcoinBitcoin (BTC)
4.58%7.66%71.02%-
SaabSaab (SAABB.ST)
4.56%0%91.9%12/9/2024
Northrop GrummanNorthrop Grumman (NOC)
4.48%0%60.3%4/23/2024
Lockheed MartinLockheed Martin (LMT)
4.46%0%91.48%12/6/2024
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (SXR8.DE)
4.37%12.38%38.46%-
iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD AcciShares S&P 500 Consumer Discretionary Sector UCITS ETF USD Acc (QDVK.DE)
4.1%12.66%39.7%-
BoeingBoeing (BA)
3.81%0%73.49%9/20/2024
AirbusAirbus (AIR.PA)
3.81%0%80.22%9/16/2024
ThalesThales (HO.PA)
3.34%0%61.54%5/2/2024
RaytheonRaytheon (RTX)
3.19%0%45.6%4/18/2024
Dassault AviationDassault Aviation (AM.PA)
3.04%0%49.73%4/29/2024
AeroVironmentAeroVironment (AVAV)
2.49%0%71.7%10/3/2024
MicrosoftMicrosoft (MSFT)
1.96%5.66%39.29%-
JPMorganJPMorgan (JPM)
1.64%2.55%40.38%-
Scottish MortgageScottish Mortgage (SMT.L)
1.6%0%28.16%4/12/2024
PalantirPalantir (PLTR)
1.57%0%54.95%9/16/2024
Kinnevik ABKinnevik AB (KINVB.ST)
1.42%0%37.64%4/29/2024
LeonardoLeonardo (LDO.MI)
1.33%0%30.36%5/8/2024
Rolls-RoyceRolls-Royce (RR.L)
1.18%2.75%46.15%-
American ExpressAmerican Express (AXP)
1.18%3.25%35.99%-
AlphabetAlphabet (GOOG)
1.07%4.69%38.87%-
CRHCRH (CRH.L)
1.06%4.57%40.8%-
Archer AviationArcher Aviation (ACHR)
0.98%0%33.79%9/20/2024
Planet LabsPlanet Labs (PL)
0.89%0%22.25%4/26/2024
KBRKBR (KBR)
0.81%0%22.66%4/29/2024
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
0.8%0%26.24%11/25/2024
Northeast BankNortheast Bank (NBN)
0.77%3.78%19.78%-
NVIDIANVIDIA (NVDA)
0.72%4.95%28.43%-
EatonEaton (ETN)
0.71%4.5%19.78%-
SPDR S&P 500 UCITS ETFSPDR S&P 500 UCITS ETF (SPY5.L)
0.57%0%7.83%5/8/2024
ABBABB (ABBN.ZU)
0.51%0%28.02%10/25/2024
AmbarellaAmbarella (AMBA)
0.43%0%22.25%4/26/2024
CitiCiti (C)
0.33%4.45%7.83%-
Norsk HydroNorsk Hydro (NHY.OL)
0.33%0%10.99%5/13/2024
AppleApple (AAPL)
0.27%0%8.65%1/24/2025
MastercardMastercard (MA)
0.26%3.03%11.4%-
EthereumEthereum (ETH)
0.25%0%24.59%9/16/2024
ASMLASML (ASML.NV)
0.21%0%9.62%9/23/2024
BarrickBarrick (GOLD.BARRICK)
0.09%0%5.22%5/13/2024
Rocket LabRocket Lab (RKLB)
0.08%0%4.81%4/26/2024
Palo Alto NetworksPalo Alto Networks (PANW)
0.06%3.25%2.2%-
FordFord (F)
0.04%0%2.47%4/26/2024
L3HarrisL3Harris (LHX)
0.04%2.72%1.37%-
Medical Properties TrustMedical Properties Trust (MPW)
0.04%0%2.47%4/26/2024
IntelIntel (INTC)
0.03%0%2.34%5/13/2024
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.02%0%0.69%3/12/2024
BayerBayer (BAYN.DE)
0.02%0%2.88%4/29/2024
McDonald'sMcDonald's (MCD)
0.01%0%1.1%4/18/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD AcciShares S&P 500 Consumer Discretionary Sector UCITS ETF USD Acc (QDVK.DE)
      11.96%13.71%
      iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (SXR8.DE)
      13.01%13.34%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      9.86%9.06%
      BitcoinBitcoin (BTC)
      6.06%7.89%
      MicrosoftMicrosoft (MSFT)
      7.04%6.34%
      CRHCRH (CRH.L)
      4.43%4.32%
      AlphabetAlphabet (GOOG)
      3.87%4.02%
      CitiCiti (C)
      4.22%3.9%
      Northeast BankNortheast Bank (NBN)
      3.16%3.88%
      American ExpressAmerican Express (AXP)
      3.19%3.48%
      EatonEaton (ETN)
      3.52%3.34%
      AppleApple (AAPL)
      3.17%3.25%
      NVIDIANVIDIA (NVDA)
      2.81%2.73%
      General DynamicsGeneral Dynamics (GD)
      3.12%2.64%
      MastercardMastercard (MA)
      2.81%2.63%
      RheinmetallRheinmetall (RHM.DE)
      2.81%2.62%
      JPMorganJPMorgan (JPM)
      2.58%2.62%
      BAE SystemsBAE Systems (BA.L)
      2.81%2.41%
      Rolls-RoyceRolls-Royce (RR.L)
      2.32%2.35%

      Cash Exposure Over Time

      Cash Exposure % Over Time