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Portfolio Diversification
Range
Most Diversified
24 instruments
May 12, 2026
Least Diversified
0 instruments
April 4, 2026
Average
17.8 instruments
Most Consistent Holdings
Top 5
XLV99.76%
LHA.DE99.52%
SEDG99.52%
0968.HK99.45%
QCLN99.45%
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 | 15.15% | 0% | 64.34% | 4/2/2025 |
 Invesco QQQ (QQQ) | 14.95% | 0% | 59.11% | 4/7/2025 |
 DividendGrowth | 9.51% | 5.84% | 99.13% | - |
 iShares Core High Dividend ETF (HDV) | 6.92% | 0% | 64.74% | 4/7/2025 |
 RenewableEnergy | 6% | 0% | 64.34% | 4/2/2025 |
 EuropeTech | 5.77% | 17.48% | 33.12% | - |
| State Street Health Care Select Sector SPDR ETF (XLV) | 4.21% | 3.88% | 99.76% | - |
 State Street SPDR S&P 500 ETF (SPY) | 3.78% | 0% | 64.74% | 4/7/2025 |
 Rheinmetall (RHM.DE) | 3.34% | 4.19% | 38.35% | - |
| 2.61% | 0% | 46.28% | 8/16/2024 | |
 iShares MSCI India ETF (INDA) | 2.39% | 2.63% | 59.03% | - |
 Dynatrace (DT) | 2.27% | 9.87% | 18.38% | - |
 ReturnInvest | 1.85% | 0.94% | 99.13% | - |
 Rolls-Royce (RR.L) | 1.8% | 4.83% | 38.35% | - |
 Saab (SAABB.ST) | 1.56% | 2.89% | 37.64% | - |
 Leonardo (LDO.MI) | 1.35% | 2.7% | 32.57% | - |
 Dassault Aviation (AM.PA) | 1.3% | 2.85% | 32.81% | - |
 Core-Equity | 0.93% | 0% | 15.45% | 4/7/2025 |
 Bitcoin (BTC) | 0.77% | 7.85% | 7.92% | - |
 Thales (HO.PA) | 0.7% | 1.4% | 32.81% | - |
 PureMomentum | 0.69% | 9.8% | 7.61% | - |
| First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 0.63% | 0.35% | 99.45% | - |
| Lufthansa (LHA.DE) | 0.58% | 0.28% | 99.52% | - |
 Tesla (TSLA) | 0.5% | 0% | 61.65% | 2/27/2025 |
 TUI AG (TUI.L) | 0.27% | 0% | 43.82% | 7/16/2024 |
 Ethereum (ETH) | 0.24% | 3.37% | 5.63% | - |
| SolarEdge (SEDG) | 0.14% | 0.02% | 99.52% | - |
| Xinyi Solar (0968.HK) | 0.14% | 0.02% | 99.45% | - |
 Oil (Non Expiry) (OIL) | 0.09% | 0% | 2.14% | 5/21/2026 |
| 0.03% | 1.01% | 3.25% | - | |
 Liberty Media (LLYVK) | 0.02% | 0.02% | 82.96% | - |
 Liberty Media (LLYVA) | 0.01% | 0.01% | 82.96% | - |
 Dormant Stock15558 (Drm.15558) | 0% | 0.04% | 1.74% | - |
 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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