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Portfolio Diversification
Range
Most Diversified
20 instruments
February 25, 2025
Least Diversified
14 instruments
January 2, 2023
Average
17.5 instruments
Most Consistent Holdings
Top 5
LHA.DE100%
SEDG100%
XLV100%
0968.HK99.91%
QCLN99.91%
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 | 16.61% | 0% | 70.55% | 4/2/2025 |
 Invesco QQQ (QQQ) | 16.39% | 0% | 64.81% | 4/7/2025 |
 DividendGrowth | 9.88% | 9% | 99.91% | - |
 iShares Core High Dividend ETF (HDV) | 7.59% | 0% | 70.98% | 4/7/2025 |
 RenewableEnergy | 6.58% | 0% | 70.55% | 4/2/2025 |
 EuropeTech | 4.94% | 18.39% | 27.54% | - |
| State Street Health Care Select Sector SPDR ETF (XLV) | 4.26% | 5.56% | 100% | - |
 State Street SPDR S&P 500 ETF (SPY) | 4.15% | 0% | 70.98% | 4/7/2025 |
 Rheinmetall (RHM.DE) | 3.07% | 10.41% | 32.67% | - |
| 2.86% | 0% | 50.74% | 8/16/2024 | |
 iShares MSCI India ETF (INDA) | 2.37% | 3.88% | 55.52% | - |
 ReturnInvest | 1.94% | 1.36% | 99.91% | - |
 Dynatrace (DT) | 1.58% | 14.03% | 10.77% | - |
 Rolls-Royce (RR.L) | 1.56% | 6.26% | 32.67% | - |
 Saab (SAABB.ST) | 1.36% | 5.74% | 31.89% | - |
 Leonardo (LDO.MI) | 1.16% | 5.04% | 26.59% | - |
 Dassault Aviation (AM.PA) | 1.13% | 4.79% | 26.59% | - |
 Core-Equity | 1.02% | 0% | 16.94% | 4/7/2025 |
| First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 0.66% | 0.38% | 99.91% | - |
| Lufthansa (LHA.DE) | 0.62% | 0.34% | 100% | - |
 Thales (HO.PA) | 0.61% | 2.24% | 26.59% | - |
 Tesla (TSLA) | 0.55% | 0% | 67.59% | 2/27/2025 |
 TUI AG (TUI.L) | 0.3% | 0% | 48.05% | 7/16/2024 |
| SolarEdge (SEDG) | 0.15% | 0.02% | 100% | - |
| Xinyi Solar (0968.HK) | 0.15% | 0.04% | 99.91% | - |
 Liberty Media (LLYVK) | 0.02% | 0.03% | 81.58% | - |
 Liberty Media (LLYVA) | 0.01% | 0.01% | 81.58% | - |
 Atlanta Braves (BATRK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| EuropeTech | 18.58% | 18.76% |
| Dynatrace (DT) | 18.71% | 15.86% |
| Rheinmetall (RHM.DE) | 10.91% | 10.39% |
| DividendGrowth | 8.43% | 8.5% |
| Rolls-Royce (RR.L) | 3.58% | 5.85% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 5.63% | 5.76% |
| Saab (SAABB.ST) | 3.71% | 4.82% |
| Leonardo (LDO.MI) | 4.37% | 4.3% |
| iShares MSCI India ETF (INDA) | 4.5% | 4.29% |
| Dassault Aviation (AM.PA) | 4.99% | 3.99% |
| Thales (HO.PA) | 2.49% | 2.17% |
| ReturnInvest | 1.18% | 1.42% |
| First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 0.5% | 0.39% |
| Lufthansa (LHA.DE) | 0.31% | 0.36% |
| Xinyi Solar (0968.HK) | 0.19% | 0.04% |
| Liberty Media (LLYVK) | 0% | 0.03% |
| SolarEdge (SEDG) | 0.19% | 0.02% |
| Liberty Media (LLYVA) | 0% | 0.01% |
| Atlanta Braves (BATRK) | 0% | 0% |
Cash & Instruments Over Time
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