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Portfolio Diversification
Range
Most Diversified
13 instruments
April 4, 2024
Least Diversified
0 instruments
February 2, 2025
Average
9.9 instruments
Most Consistent Holdings
Top 5
DVY99.8%
UDVD.L97.57%
SDIV89.56%
SPYD73.87%
PKG70.91%
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) | 26.28% | 27.55% | 97.57% | - |
| iShares Select Dividend ETF (DVY) | 14.81% | 14.8% | 99.8% | - |
| Global X SuperDividend ETF (SDIV) | 8.69% | 0% | 89.56% | 10/29/2025 |
 Invesco QQQ (QQQ) | 6.46% | 17.27% | 57.06% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 5.69% | 0% | 37.49% | 8/20/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 5% | 0% | 52.59% | 3/10/2025 |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 4.91% | 18.83% | 73.87% | - |
 Flow Traders (FLOW.NV) | 4.22% | 0% | 60.28% | 8/7/2024 |
 Berkshire Hathaway (BRK.B) | 3.24% | 5.25% | 49.31% | - |
 Alerian MLP ETF (AMLP) | 3.15% | 0% | 30.2% | 11/13/2025 |
 AI-Revolution | 2.98% | 0% | 23.37% | 8/7/2024 |
| PCA (PKG) | 2.59% | 0% | 70.91% | 10/29/2025 |
 iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 1.42% | 0% | 28.96% | 5/17/2023 |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 1.24% | 0% | 9.13% | 5/20/2022 |
 NVIDIA (NVDA) | 1.21% | 0% | 43.6% | 3/6/2025 |
 Microsoft (MSFT) | 1% | 0% | 44.12% | 4/3/2025 |
 Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF (XS6R.L) | 0.91% | 11.2% | 8.86% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.88% | 0% | 9.91% | 6/1/2022 |
 Vale (VALE) | 0.83% | 0% | 33.88% | 8/11/2023 |
 Icahn Enterprises (IEP) | 0.8% | 0% | 12.67% | 12/20/2022 |
 Lumen (LUMN) | 0.49% | 0% | 8.73% | 10/12/2022 |
 LVMH (MC.PA) | 0.33% | 0% | 20.88% | 11/13/2023 |
 SPDR Gold (GLD) | 0.2% | 2.29% | 8.86% | - |
 ARK Artificial Intelligence & Robotics UCITS ETF (ARKI.L) | 0.18% | 1.79% | 8.86% | - |
 Enbridge (ENB) | 0.11% | 0% | 0.92% | 1/14/2022 |
 GE Vernova (GEV) | 0% | 0% | 8.14% | 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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