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Portfolio Diversification
Range
Most Diversified
13 instruments
April 4, 2024
Least Diversified
0 instruments
February 2, 2025
Average
9.6 instruments
Most Consistent Holdings
Top 5
DVY99.19%
UDVD.L97.5%
SDIV79.16%
SPYD76.38%
PKG62.68%
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) | 26.26% | 27.35% | 97.5% | - |
| iShares Select Dividend ETF (DVY) | 14.69% | 16.41% | 99.19% | - |
 Invesco QQQ (QQQ) | 7.91% | 21.75% | 61.69% | - |
| Global X SuperDividend ETF (SDIV) | 7.68% | 0% | 79.16% | 10/29/2025 |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 6.38% | 18.23% | 76.38% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 5.03% | 0% | 33.14% | 8/20/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 4.42% | 0% | 46.49% | 3/10/2025 |
 Flow Traders (FLOW.NV) | 3.73% | 0% | 53.28% | 8/7/2024 |
 Berkshire Hathaway (BRK.B) | 3.29% | 0% | 52% | 9/1/2026 |
 Alerian MLP ETF (AMLP) | 2.79% | 0% | 26.7% | 11/13/2025 |
 AI-Revolution | 2.64% | 0% | 20.66% | 8/7/2024 |
| PCA (PKG) | 2.29% | 0% | 62.68% | 10/29/2025 |
 Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF (XS6R.L) | 1.93% | 9.95% | 18.8% | - |
 iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 1.25% | 0% | 25.59% | 5/17/2023 |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 1.1% | 0% | 8.07% | 5/20/2022 |
 NVIDIA (NVDA) | 1.07% | 0% | 38.54% | 3/6/2025 |
 Microsoft (MSFT) | 0.89% | 0% | 39% | 4/3/2025 |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.78% | 0% | 8.76% | 6/1/2022 |
 Vale (VALE) | 0.73% | 0% | 29.95% | 8/11/2023 |
 Icahn Enterprises (IEP) | 0.71% | 0% | 11.2% | 12/20/2022 |
 Lumen (LUMN) | 0.43% | 0% | 7.72% | 10/12/2022 |
 SPDR Gold (GLD) | 0.4% | 1.88% | 18.8% | - |
 ARK Artificial Intelligence & Robotics UCITS ETF (ARKI.L) | 0.38% | 2.02% | 19.09% | - |
 LVMH (MC.PA) | 0.29% | 0% | 18.46% | 11/13/2023 |
 Enbridge (ENB) | 0.1% | 0% | 0.81% | 1/14/2022 |
 Bitcoin (BTC) | 0.02% | 2.13% | 0.75% | - |
 GE Vernova (GEV) | 0% | 0% | 7.2% | 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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