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Portfolio Diversification
Range
Most Diversified
13 instruments
April 4, 2024
Least Diversified
0 instruments
February 2, 2025
Average
9.8 instruments
Most Consistent Holdings
Top 5
DVY99.68%
UDVD.L97.59%
SDIV86.33%
SPYD74.68%
PKG68.35%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 26.29% | 26.72% | 97.59% | - |
| iShares Select Dividend ETF (DVY) | 14.77% | 14.33% | 99.68% | - |
| Global X SuperDividend ETF (SDIV) | 8.38% | 0% | 86.33% | 10/29/2025 |
 Invesco QQQ (QQQ) | 6.9% | 20.68% | 58.54% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 5.48% | 0% | 36.14% | 8/20/2023 |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 5.37% | 18.6% | 74.68% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 4.82% | 0% | 50.7% | 3/10/2025 |
 Flow Traders (FLOW.NV) | 4.06% | 0% | 58.1% | 8/7/2024 |
 Berkshire Hathaway (BRK.B) | 3.3% | 4.95% | 51.08% | - |
 Alerian MLP ETF (AMLP) | 3.04% | 0% | 29.11% | 11/13/2025 |
 AI-Revolution | 2.88% | 0% | 22.53% | 8/7/2024 |
| PCA (PKG) | 2.5% | 0% | 68.35% | 10/29/2025 |
 iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 1.36% | 0% | 27.91% | 5/17/2023 |
 Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF (XS6R.L) | 1.25% | 10.17% | 12.03% | - |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 1.2% | 0% | 8.8% | 5/20/2022 |
 NVIDIA (NVDA) | 1.17% | 0% | 42.03% | 3/6/2025 |
 Microsoft (MSFT) | 0.97% | 0% | 42.53% | 4/3/2025 |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.85% | 0% | 9.56% | 6/1/2022 |
 Vale (VALE) | 0.8% | 0% | 32.66% | 8/11/2023 |
 Icahn Enterprises (IEP) | 0.77% | 0% | 12.22% | 12/20/2022 |
 Lumen (LUMN) | 0.47% | 0% | 8.42% | 10/12/2022 |
 LVMH (MC.PA) | 0.32% | 0% | 20.13% | 11/13/2023 |
 SPDR Gold (GLD) | 0.27% | 2.11% | 12.03% | - |
 ARK Artificial Intelligence & Robotics UCITS ETF (ARKI.L) | 0.24% | 2.15% | 12.09% | - |
 Enbridge (ENB) | 0.1% | 0% | 0.89% | 1/14/2022 |
 GE Vernova (GEV) | 0% | 0% | 7.85% | 8/6/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 27.71% | 27.49% |
| Invesco QQQ (QQQ) | 15.26% | 18.84% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 20.65% | 18.53% |
| iShares Select Dividend ETF (DVY) | 13.63% | 14.31% |
| Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF (XS6R.L) | 11.11% | 9.99% |
| Berkshire Hathaway (BRK.B) | 6.43% | 5.74% |
| SPDR Gold (GLD) | 2.34% | 2.2% |
| ARK Artificial Intelligence & Robotics UCITS ETF (ARKI.L) | 2.26% | 2.06% |
Cash & Instruments Over Time
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