Portfolio Diversification
Range
Most Diversified
184 instruments
September 12, 2025
Least Diversified
0 instruments
February 2, 2025
Average
109.3 instruments
Most Consistent Holdings
Top 5
ULVR.L99.26%
ALV.DE99.04%
PG98.97%
SHEL.L98.82%
BAS.DE97.42%
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 |
|---|---|---|---|---|
| Shell (SHEL.L) | 2.85% | 0% | 98.82% | 10/19/2025 |
| Unilever (ULVR.L) | 2.83% | 0% | 99.26% | 10/19/2025 |
| Allianz (ALV.DE) | 2.44% | 0% | 99.04% | 10/19/2025 |
| Procter & Gamble (PG) | 2.42% | 0% | 98.97% | 10/19/2025 |
 PepsiCo (PEP) | 2.35% | 0% | 94.4% | 10/19/2025 |
 BAT (BATS.L) | 2.26% | 0% | 96.46% | 10/19/2025 |
 Imperial Brands (IMB.L) | 1.99% | 0% | 95.94% | 10/19/2025 |
 Rio Tinto (RIO.L) | 1.94% | 0% | 95.72% | 10/19/2025 |
 Altria (MO) | 1.82% | 0% | 96.31% | 10/19/2025 |
 3M (MMM) | 1.78% | 0% | 95.72% | 10/19/2025 |
 Rheinmetall (RHM.DE) | 1.68% | 0% | 82.37% | 10/19/2025 |
| BASF (BAS.DE) | 1.67% | 0% | 97.42% | 10/19/2025 |
 Petrobras (PBR) | 1.51% | 0% | 80.38% | 10/19/2025 |
 Cisco (CSCO) | 1.2% | 0% | 94.69% | 10/19/2025 |
 Nestle (NESN.ZU) | 1.07% | 0% | 82.15% | 10/19/2025 |
 IBM (IBM) | 1.05% | 0% | 67.18% | 10/19/2025 |
 ZIM (ZIM) | 1.01% | 0% | 74.85% | 10/19/2025 |
 Realty Income (O) | 0.99% | 0% | 76.25% | 10/19/2025 |
 AbbVie (ABBV) | 0.95% | 0% | 55.75% | 10/19/2025 |
 Walmart (WMT) | 0.95% | 0% | 67.55% | 10/19/2025 |
 Lenovo (0992.HK) | 0.9% | 0% | 3.83% | 2/21/2022 |
 Hapag-Lloyd (HLAG.DE) | 0.88% | 0% | 54.5% | 10/19/2025 |
 Mondelez (MDLZ) | 0.87% | 0% | 77.8% | 10/19/2025 |
 Coca-Cola (KO) | 0.83% | 0% | 71.09% | 10/19/2025 |
 Apple (AAPL) | 0.83% | 0% | 44.99% | 10/19/2025 |
 Caterpillar (CAT) | 0.8% | 0% | 59.44% | 10/19/2025 |
 Waste Management (WM) | 0.78% | 0% | 42.55% | 10/19/2025 |
 American Tower (AMT) | 0.76% | 0% | 43.36% | 10/19/2025 |
 Texas Instruments (TXN.RTH) | 0.73% | 0% | 44.91% | 10/19/2025 |
 Scotiabank (BNS) | 0.7% | 0% | 74.56% | 10/19/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.65% | 0% | 76.77% | 10/19/2025 |
 Colgate (CL) | 0.64% | 0% | 69.25% | 10/19/2025 |
 Kenon (KEN) | 0.63% | 0% | 70.21% | 10/19/2025 |
 MPLX (MPLX) | 0.63% | 0% | 69.62% | 10/19/2025 |
 CVS Health (CVS) | 0.61% | 0% | 60.77% | 10/19/2025 |
 Maersk (MAERSKB.CO) | 0.61% | 0% | 69.47% | 10/19/2025 |
 Mercedes-Benz (MBG.DE) | 0.6% | 0% | 75.66% | 10/19/2025 |
 Energy Transfer (ET) | 0.6% | 0% | 73.75% | 10/19/2025 |
 Disney (DIS) | 0.59% | 0% | 59% | 10/19/2025 |
 JPMorgan (JPM) | 0.59% | 0% | 42.55% | 11/7/2024 |
 AXA (CS.PA) | 0.55% | 0% | 70.94% | 10/19/2025 |
 NRZ (RITM) | 0.55% | 0% | 73.67% | 10/19/2025 |
 Kraft Heinz (KHC.RTH) | 0.55% | 0% | 71.09% | 10/19/2025 |
 Engie (ENGI.PA) | 0.54% | 0% | 60.25% | 10/19/2025 |
 Omega Healthcare (OHI) | 0.53% | 0% | 67.4% | 10/19/2025 |
 Clorox (CLX) | 0.53% | 0% | 43.36% | 10/19/2025 |
 Volkswagen (VOW3.DE) | 0.53% | 0% | 50.96% | 10/19/2025 |
 Danone (BN.PA) | 0.52% | 0% | 70.35% | 10/19/2025 |
 Hercules Capital (HTGC) | 0.52% | 0% | 68.95% | 10/19/2025 |
 Novo-Nordisk (NVO) | 0.51% | 0% | 47.79% | 10/19/2025 |
 Star Bulk (SBLK) | 0.51% | 0% | 73.82% | 10/19/2025 |
 Chevron (CVX) | 0.51% | 0% | 74.78% | 10/19/2025 |
 Helvetia (HELN.ZU) | 0.49% | 0% | 31.05% | 11/7/2024 |
 Merck (MRK) | 0.49% | 0% | 50.52% | 10/19/2025 |
 Barclays (BARC.L) | 0.48% | 0% | 70.21% | 10/19/2025 |
 Rio Tinto (RIO) | 0.48% | 0% | 73.89% | 10/19/2025 |
 AT&T (T) | 0.48% | 0% | 71.02% | 10/19/2025 |
 Ares Capital (ARCC) | 0.48% | 0% | 69.91% | 10/19/2025 |
 Kinder Morgan (KMI) | 0.47% | 0% | 69.62% | 10/19/2025 |
 BHP (BHP) | 0.47% | 0% | 73.89% | 10/19/2025 |
 Pembina (PBA) | 0.47% | 0% | 63.94% | 10/19/2025 |
 STAG (STAG) | 0.47% | 0% | 62.91% | 10/19/2025 |
 Kellanova (K) | 0.47% | 0% | 65.41% | 10/19/2025 |
 General Mills (GIS) | 0.46% | 0% | 65.71% | 10/19/2025 |
 Starwood Property Trust (STWD) | 0.45% | 0% | 69.62% | 10/19/2025 |
 Annaly (NLY) | 0.45% | 0% | 69.62% | 10/19/2025 |
 BlackRock (BLK) | 0.45% | 0% | 43.81% | 10/19/2025 |
 Philip Morris (PM.RTH) | 0.44% | 0% | 68.88% | 10/19/2025 |
 McDonald's (MCD) | 0.44% | 0% | 71.09% | 10/19/2025 |
 Novartis (NVS) | 0.44% | 0% | 45.94% | 10/19/2025 |
 Enterprise Products (EPD) | 0.44% | 0% | 69.47% | 10/19/2025 |
 Fastenal (FAST) | 0.43% | 0% | 58.41% | 10/19/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.42% | 0% | 49.04% | 10/19/2025 |
 Arbor Realty (ABR) | 0.42% | 0% | 71.31% | 10/19/2025 |
 Thales (HO.PA) | 0.41% | 0% | 61.5% | 7/1/2025 |
 NYMT (ADAM) | 0.41% | 0% | 72.64% | 10/19/2025 |
 Main Street Capital (MAIN) | 0.4% | 0% | 71.31% | 10/19/2025 |
 LyondellBasell (LYB) | 0.4% | 0% | 52.06% | 10/19/2025 |
 Johnson & Johnson (JNJ) | 0.4% | 0% | 69.47% | 10/19/2025 |
 AGNC (AGNC) | 0.4% | 0% | 74.93% | 10/19/2025 |
 MFA Financial (MFA) | 0.4% | 0% | 68.44% | 10/19/2025 |
 Starbucks (SBUX.RTH) | 0.39% | 0% | 48.01% | 10/19/2025 |
 ExxonMobil (XOM) | 0.39% | 0% | 69.54% | 10/19/2025 |
 Deere (DE) | 0.39% | 0% | 66.15% | 10/19/2025 |
 Citi (C) | 0.38% | 0% | 61.28% | 10/19/2025 |
 freenet (FNTN.DE) | 0.38% | 0% | 58.63% | 10/19/2025 |
 Tele2 (TEL2B.ST) | 0.38% | 0% | 69.32% | 10/19/2025 |
 Two Harbors (TWO) | 0.38% | 0% | 68.29% | 10/19/2025 |
 Crown Castle (CCI) | 0.38% | 0% | 43.36% | 10/19/2025 |
 Iron Mountain (IRM) | 0.37% | 0% | 43.58% | 10/19/2025 |
 LVMH (MC.PA) | 0.37% | 0% | 71.09% | 10/19/2025 |
 Legal & General (LGEN.L) | 0.37% | 0% | 70.28% | 10/19/2025 |
 Glencore (GLEN.L) | 0.37% | 0% | 70.72% | 10/19/2025 |
 Gerdau (GGB) | 0.37% | 0% | 73.97% | 10/19/2025 |
 Agnico Eagle (AEM) | 0.36% | 0% | 46.09% | 10/19/2025 |
 Stanley Black & Decker (SWK) | 0.36% | 0% | 48.01% | 10/19/2025 |
 Chesapeake (EXE.RTH) | 0.36% | 0% | 44.76% | 10/19/2025 |
 TotalEnergies (TTE.PA) | 0.36% | 0% | 55.31% | 10/19/2025 |
 Ford (F) | 0.36% | 0% | 66.89% | 10/19/2025 |
 UPS (UPS.RTH) | 0.35% | 0% | 36.73% | 10/19/2025 |
 Redwood Trust (RWT) | 0.35% | 0% | 73.38% | 10/19/2025 |
 Bank of America (BAC) | 0.35% | 0% | 47.71% | 10/19/2025 |
 Enbridge (ENB) | 0.35% | 0% | 48.01% | 10/19/2025 |
 Whitehaven Coal (WHC.ASX) | 0.35% | 0% | 69.32% | 10/19/2025 |
 Blackstone Mortgage Trust (BXMT) | 0.35% | 0% | 67.7% | 10/19/2025 |
 EPR (EPR) | 0.34% | 0% | 68.95% | 10/19/2025 |
 Apple Hospitality (APLE) | 0.34% | 0% | 69.54% | 10/19/2025 |
 Porsche (PAH3.DE) | 0.34% | 0% | 65.63% | 10/19/2025 |
 Dominion Energy (D) | 0.34% | 0% | 62.98% | 10/19/2025 |
 Henkel (HEN3.DE) | 0.34% | 0% | 44.76% | 10/19/2025 |
 Chimera (CIM) | 0.33% | 0% | 68.44% | 10/19/2025 |
 Norsk Hydro (NHY.OL) | 0.33% | 0% | 69.4% | 10/19/2025 |
 Vinci (DG.PA) | 0.32% | 0% | 32.67% | 10/19/2025 |
 Himax (HIMX) | 0.31% | 0% | 69.4% | 10/19/2025 |
 Voestalpine (VOE.DE) | 0.31% | 0% | 58.7% | 10/19/2025 |
 SL Green (SLG) | 0.31% | 0% | 46.46% | 10/19/2025 |
 OCI (OCI.NV) | 0.31% | 0% | 66.37% | 10/19/2025 |
 Emerson (EMR) | 0.3% | 0% | 31.12% | 10/19/2025 |
 Tate & Lyle (TATE.L) | 0.3% | 0% | 69.62% | 10/19/2025 |
 FS KKR (FSK) | 0.3% | 0% | 68.88% | 10/19/2025 |
 Verizon (VZ) | 0.3% | 0% | 69.4% | 10/19/2025 |
 Persimmon (PSN.L) | 0.29% | 0% | 9.96% | 5/4/2023 |
 Swiss Re (SREN.ZU) | 0.29% | 0% | 23.3% | 10/19/2025 |
 Bayer (BAYN.DE) | 0.29% | 0% | 69.62% | 10/19/2025 |
 Vale (VALE) | 0.29% | 0% | 69.47% | 10/19/2025 |
 Sibanye Stillwater (SBSW) | 0.27% | 0% | 69.54% | 10/19/2025 |
 VF Corp (VFC) | 0.27% | 0% | 69.62% | 10/19/2025 |
 NVIDIA (NVDA) | 0.27% | 0% | 24.41% | 8/20/2024 |
 Yara (YAR.OL) | 0.27% | 0% | 69.47% | 10/19/2025 |
 HSBC (HSBC) | 0.26% | 0% | 34.37% | 10/19/2025 |
 Brandywine (BDN) | 0.25% | 0% | 67.33% | 10/19/2025 |
 Deutsche Telekom (DTE.DE) | 0.25% | 0% | 47.64% | 10/19/2025 |
 Petrobras (PBR.A) | 0.25% | 0% | 25.74% | 2/28/2024 |
 Covestro (1COV.DE) | 0.24% | 0% | 25.81% | 1/16/2025 |
 Medical Properties Trust (MPW) | 0.24% | 0% | 70.35% | 10/19/2025 |
 Clearway Energy (CWEN) | 0.24% | 0% | 48.97% | 10/19/2025 |
 Kimberly-Clark (KMB) | 0.24% | 0% | 23.08% | 10/19/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.24% | 0% | 8.55% | 1/4/2024 |
 Wells Fargo (WFC) | 0.23% | 0% | 40.63% | 10/19/2025 |
 M&G (MNG.L) | 0.23% | 0% | 47.64% | 10/19/2025 |
 NatWest (NWG.L) | 0.23% | 0% | 37.61% | 8/28/2024 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.23% | 0% | 23.23% | 10/19/2025 |
 Kroger (KR) | 0.23% | 0% | 43.81% | 10/19/2025 |
 Vonovia (VNA.DE) | 0.22% | 0% | 21.61% | 1/3/2024 |
 ARMOUR Residential REIT (ARR) | 0.22% | 0% | 72.57% | 10/19/2025 |
 Cameco (CCJ) | 0.21% | 0% | 44.84% | 10/19/2025 |
 ING (INGA.NV) | 0.21% | 0% | 38.86% | 10/19/2025 |
 Bristol-Myers Squibb (BMY) | 0.21% | 0% | 47.42% | 10/19/2025 |
 Enel (ENEL.MI) | 0.21% | 0% | 22.94% | 1/25/2024 |
 BP (BP.L) | 0.21% | 0% | 47.57% | 10/19/2025 |
 Amundi (AMUN.PA) | 0.2% | 0% | 34.29% | 10/19/2025 |
 Intel (INTC) | 0.2% | 0% | 41.37% | 10/19/2025 |
 Infineon (IFX.DE) | 0.2% | 0% | 17.63% | 1/3/2024 |
 SQM (SQM) | 0.2% | 0% | 51.18% | 10/19/2025 |
 Universal Corp (UVV) | 0.2% | 0% | 39.82% | 10/19/2025 |
 Direct Line Group (DLG.L) | 0.2% | 0% | 25.96% | 4/5/2024 |
 NextEra Energy Partners (XIFR) | 0.2% | 0% | 50.07% | 10/19/2025 |
 Jefferies (JEF) | 0.19% | 0% | 40.71% | 10/19/2025 |
 Capital Southwest (CSWC) | 0.19% | 0% | 46.39% | 10/19/2025 |
 Magellan (MFG.ASX) | 0.19% | 0% | 24.78% | 2/16/2024 |
 Dow (DOW) | 0.19% | 0% | 47.94% | 10/19/2025 |
 Kohl's (KSS) | 0.19% | 0% | 51.47% | 10/19/2025 |
 National Grid (NGG) | 0.19% | 0% | 34.37% | 10/19/2025 |
 Old Republic (ORI) | 0.19% | 0% | 22.49% | 1/25/2024 |
 EOG Resources (EOG) | 0.18% | 0% | 14.16% | 8/19/2024 |
 BW LPG (BWLPG.OL) | 0.18% | 0% | 47.64% | 10/19/2025 |
 Devon Energy (DVN) | 0.18% | 0% | 48.97% | 10/19/2025 |
 Taylor Wimpey (TW.L) | 0.18% | 0% | 22.64% | 1/17/2024 |
 Deutsche Post (DHL.DE) | 0.18% | 0% | 46.53% | 10/19/2025 |
 PBF Energy (PBF) | 0.17% | 0% | 2.06% | 4/5/2022 |
 Highwoods (HIW) | 0.17% | 0% | 35.32% | 10/19/2025 |
 Golden Ocean (GOGL.US) | 0.17% | 0% | 25.59% | 2/26/2024 |
 Swedbank (SWED-A.ST) | 0.16% | 0% | 18.81% | 10/19/2025 |
 Marvell (MRVL) | 0.16% | 0% | 23.01% | 12/5/2024 |
 VICI Properties (VICI) | 0.16% | 0% | 32.08% | 10/19/2025 |
 Sinopec (02386.HK) | 0.16% | 0% | 25.81% | 2/29/2024 |
 IIPR (IIPR) | 0.16% | 0% | 13.57% | 11/9/2023 |
 Vornado (VNO) | 0.15% | 0% | 17.4% | 11/7/2023 |
 Comerica (CMA) | 0.15% | 0% | 21.24% | 1/3/2024 |
 Coterra (CTRA) | 0.15% | 0% | 17.33% | 11/6/2023 |
 SuRo Capital (SSSS) | 0.14% | 0% | 20.87% | 3/7/2024 |
 Union Pacific (UNP) | 0.14% | 0% | 8.85% | 10/19/2025 |
 KeyCorp (KEY) | 0.14% | 0% | 20.28% | 1/3/2024 |
 Icahn Enterprises (IEP) | 0.14% | 0% | 67.92% | 10/19/2025 |
 Newmont (NEM) | 0.14% | 0% | 32.08% | 10/19/2025 |
 OneMain (OMF) | 0.14% | 0% | 21.76% | 1/5/2024 |
 Celsius (CELH) | 0.12% | 0% | 36.65% | 10/19/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.12% | 0% | 23.38% | 10/19/2025 |
 Walgreens (WBA) | 0.11% | 0% | 44.47% | 9/1/2025 |
 Airbus (AIR.PA) | 0.11% | 0% | 1.99% | 3/30/2022 |
 Target (TGT.RTH) | 0.1% | 0% | 14.23% | 10/19/2025 |
 Pfizer (PFE) | 0.1% | 0% | 25.44% | 10/19/2025 |
 Stellantis (STLA.US) | 0.1% | 0% | 40.71% | 10/19/2025 |
 DWS (DWS.DE) | 0.09% | 0% | 23.53% | 10/19/2025 |
 US Bancorp (USB) | 0.09% | 0% | 25.44% | 10/19/2025 |
 Covivio (COV.PA) | 0.08% | 0% | 20.21% | 10/19/2025 |
 Estee Lauder (EL) | 0.08% | 0% | 14.31% | 10/19/2025 |
 Citizens (CFG) | 0.08% | 0% | 19.54% | 2/15/2024 |
 DEUTZ (DEZ.DE) | 0.08% | 0% | 15.71% | 10/19/2025 |
 Saab (SAABB.ST) | 0.08% | 0% | 11.14% | 10/19/2025 |
 Stellantis (STLAM.MI) | 0.07% | 0% | 8.55% | 4/3/2024 |
 DHT Holdings (DHT) | 0.07% | 0% | 9.73% | 2/16/2024 |
 Leonardo (LDO.MI) | 0.06% | 0% | 16.67% | 10/19/2025 |
 Global SuperDividend US ETF (DIV) | 0.06% | 0% | 23.08% | 10/19/2025 |
 Global X SuperDividend ETF (SDIV) | 0.06% | 0% | 1.33% | 1/9/2023 |
 Entegris (ENTG) | 0.06% | 0% | 9.73% | 10/19/2025 |
 Simon (SPG) | 0.06% | 0% | 3.24% | 12/21/2023 |
 Polestar (PSNY) | 0.06% | 0% | 23.08% | 10/19/2025 |
 Danske Bank (DANSKE.CO) | 0.06% | 0% | 9.66% | 10/19/2025 |
 Silicon Motion (SIMO) | 0.05% | 0% | 9.73% | 10/19/2025 |
 Barratt (BTRW.L) | 0.05% | 0% | 5.31% | 5/23/2023 |
 BAE Systems (BA.L) | 0.05% | 0% | 15.63% | 10/19/2025 |
 Pegasystems (PEGA) | 0.05% | 0% | 7.89% | 12/5/2024 |
 Alphabet (GOOG) | 0.05% | 0% | 1.47% | 1/20/2022 |
 Brookfield Infrastructure (BIP) | 0.05% | 0% | 6.56% | 2/16/2024 |
 Gold (Non Expiry) (GOLD) | 0.05% | 0% | 0.81% | 12/20/2022 |
 eToro Group LTD (ETOR) | 0.04% | 0% | 11.5% | 10/19/2025 |
 PostNL (PNL.NV) | 0.04% | 0% | 15.41% | 8/10/2023 |
 WP Carey (WPC) | 0.04% | 0% | 4.94% | 1/22/2024 |
 China Shenhua (1088.HK) | 0.04% | 0% | 1.62% | 3/16/2023 |
 RWE (RWE.DE) | 0.04% | 0% | 14.31% | 10/19/2025 |
 Braskem (BAK) | 0.04% | 0% | 3.91% | 5/8/2023 |
 NextEra (NEE) | 0.04% | 0% | 5.75% | 5/23/2024 |
 MPC (MPCC.OL) | 0.04% | 0% | 7.52% | 10/19/2025 |
 Seagate (STX.US) | 0.04% | 0% | 4.65% | 6/10/2025 |
 First Republic Bank (FRCB) | 0.03% | 0% | 4.94% | 5/22/2023 |
 Truist (TFC) | 0.03% | 0% | 3.1% | 1/3/2024 |
 PacWest Bancorp (PACW) | 0.03% | 0% | 3.1% | 4/26/2023 |
 Kongsberg Gruppen ASA (KOG.OL) | 0.03% | 0% | 9.66% | 10/19/2025 |
 Tesla (TSLA) | 0.03% | 0% | 5.09% | 1/16/2025 |
 Stryker (SYK) | 0.03% | 0% | 1.47% | 1/20/2022 |
 Mowi (MOWI.OL) | 0.03% | 0% | 1.47% | 1/20/2022 |
 Meta (META) | 0.03% | 0% | 1.47% | 1/20/2022 |
 SAP (SAP.DE) | 0.03% | 0% | 1.47% | 1/20/2022 |
 Franklin Resources (BEN) | 0.03% | 0% | 1.47% | 1/20/2022 |
 Boyd Gaming (BYD) | 0.03% | 0% | 1.47% | 1/20/2022 |
 Microsoft (MSFT) | 0.03% | 0% | 1.47% | 1/20/2022 |
 Amazon (AMZN) | 0.02% | 0% | 1.47% | 1/20/2022 |
 XPeng (XPEV) | 0.02% | 0% | 1.47% | 1/20/2022 |
 Orsted (ORSTED.CO) | 0.02% | 0% | 1.47% | 1/20/2022 |
 Hermes (RMS.PA) | 0.02% | 0% | 1.47% | 1/20/2022 |
 Enviva (EVVAQ) | 0.02% | 0% | 7.08% | 5/15/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0.02% | 0% | 1.47% | 1/20/2022 |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 0.02% | 0% | 1.47% | 1/20/2022 |
 RENK Group AG (R3NK.DE) | 0.02% | 0% | 3.54% | 10/19/2025 |
 PayPal (PYPL) | 0.02% | 0% | 1.47% | 1/20/2022 |
 Repligen (RGEN) | 0.02% | 0% | 1.47% | 1/20/2022 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.02% | 0% | 1.47% | 1/20/2022 |
 GeoPark (GPRK) | 0.01% | 0% | 10.1% | 10/19/2025 |
 Schaeffler (SHA0.DE) | 0.01% | 0% | 2.8% | 10/19/2025 |
 Align (ALGN) | 0.01% | 0% | 1.47% | 1/20/2022 |
 Ethereum (ETH) | 0.01% | 0% | 1.47% | 1/20/2022 |
 Western Alliance (WAL) | 0.01% | 0% | 0.74% | 3/27/2023 |
 Klarna Group plc (KLAR) | 0.01% | 0% | 2.88% | 10/19/2025 |
 Bitcoin (BTC) | 0.01% | 0% | 0.81% | 3/30/2023 |
 Saras (SRS.MI) | 0.01% | 0% | 3.32% | 2/22/2024 |
 UBS (UBS) | 0.01% | 0% | 0.66% | 3/29/2023 |
 Matador (MTDR) | 0.01% | 0% | 0.74% | 3/27/2023 |
 Metropolitan Bank (MCB) | 0.01% | 0% | 0.44% | 3/21/2023 |
 Cardano (ADA) | 0% | 0% | 0.37% | 3/29/2023 |
 Kellogg's (KLG) | 0% | 0% | 2.14% | 11/1/2023 |
 Solventum (SOLV) | 0% | 0% | 0.07% | 4/3/2024 |
 Svitzer (SVITZR.CO) | 0% | 0% | 0.07% | 5/1/2024 |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 1.81% | 2.21% |
| IBM (IBM) | 1.64% | 1.94% |
| Waste Management (WM) | 1.79% | 1.78% |
| PepsiCo (PEP) | 1.81% | 1.73% |
| Texas Instruments (TXN.RTH) | 1.48% | 1.65% |
| American Tower (AMT) | 1.75% | 1.62% |
| Walmart (WMT) | 0.9% | 1.6% |
| Caterpillar (CAT) | 1.57% | 1.6% |
| AbbVie (ABBV) | 1.37% | 1.57% |
| Hapag-Lloyd (HLAG.DE) | 1.55% | 1.49% |
| Clorox (CLX) | 1.27% | 1.43% |
| Swiss Re (SREN.ZU) | 1.27% | 1.32% |
| Kimberly-Clark (KMB) | 1.16% | 1.15% |
| BlackRock (BLK) | 0.85% | 1.12% |
| UPS (UPS.RTH) | 1.16% | 1.11% |
| Covestro (1COV.DE) | 1.09% | 1.1% |
| Coca-Cola (KO) | 0.99% | 1.1% |
| Emerson (EMR) | 0.88% | 1.09% |
| Unilever (ULVR.L) | 0.95% | 1.04% |
| Disney (DIS) | 0.93% | 0.98% |
| Scotiabank (BNS) | 0.84% | 0.96% |
| ZIM (ZIM) | 0.78% | 0.95% |
| Vinci (DG.PA) | 0.97% | 0.95% |
| Realty Income (O) | 1.03% | 0.94% |
| Iron Mountain (IRM) | 0.93% | 0.93% |
| Kenon (KEN) | 0.69% | 0.89% |
| Chesapeake (EXE.RTH) | 0.67% | 0.88% |
| Volkswagen (VOW3.DE) | 1.07% | 0.88% |
| Merck (MRK) | 1.04% | 0.88% |
| HSBC (HSBC) | 0.77% | 0.87% |
| Novartis (NVS) | 0.89% | 0.86% |
| MPLX (MPLX) | 0.59% | 0.84% |
| Starbucks (SBUX.RTH) | 0.79% | 0.81% |
| Crown Castle (CCI) | 0.94% | 0.8% |
| Henkel (HEN3.DE) | 0.64% | 0.8% |
| Colgate (CL) | 0.68% | 0.8% |
| CVS Health (CVS) | 1.14% | 0.79% |
| Bank of America (BAC) | 0.57% | 0.78% |
| Novo-Nordisk (NVO) | 0.89% | 0.76% |
| Engie (ENGI.PA) | 0.71% | 0.76% |
| Enbridge (ENB) | 0.62% | 0.75% |
| Maersk (MAERSKB.CO) | 0.85% | 0.73% |
| Kinder Morgan (KMI) | 0.43% | 0.72% |
| Hercules Capital (HTGC) | 0.59% | 0.71% |
| Stanley Black & Decker (SWK) | 0.8% | 0.71% |
| Kellanova (K) | 0.6% | 0.71% |
| Jefferies (JEF) | 0.66% | 0.69% |
| Energy Transfer (ET) | 0.43% | 0.69% |
| Omega Healthcare (OHI) | 0.68% | 0.67% |
| LyondellBasell (LYB) | 0.78% | 0.66% |
| Pembina (PBA) | 0.52% | 0.65% |
| AXA (CS.PA) | 0.53% | 0.64% |
| Fastenal (FAST) | 0.56% | 0.63% |
| Amundi (AMUN.PA) | 0.59% | 0.62% |
| Wells Fargo (WFC) | 0.48% | 0.62% |
| Citi (C) | 0.54% | 0.62% |
| SL Green (SLG) | 0.57% | 0.6% |
| STAG (STAG) | 0.61% | 0.6% |
| Danone (BN.PA) | 0.48% | 0.6% |
| AT&T (T) | 0.47% | 0.6% |
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.59% | 0.59% |
| Barclays (BARC.L) | 0.39% | 0.59% |
| Ares Capital (ARCC) | 0.45% | 0.58% |
| Petrobras (PBR) | 0.71% | 0.57% |
| General Mills (GIS) | 0.75% | 0.56% |
| Allianz (ALV.DE) | 0.42% | 0.56% |
| Shell (SHEL.L) | 0.51% | 0.55% |
| Imperial Brands (IMB.L) | 0.42% | 0.55% |
| Enterprise Products (EPD) | 0.44% | 0.55% |
| Philip Morris (PM.RTH) | 0.42% | 0.55% |
| Deutsche Telekom (DTE.DE) | 0.41% | 0.55% |
| Kraft Heinz (KHC.RTH) | 0.64% | 0.54% |
| Kroger (KR) | 0.41% | 0.54% |
| freenet (FNTN.DE) | 0.47% | 0.53% |
| Intel (INTC) | 0.68% | 0.53% |
| National Grid (NGG) | 0.51% | 0.52% |
| Main Street Capital (MAIN) | 0.34% | 0.52% |
| Vanguard S&P 500 ETF (VOO) | 0.42% | 0.52% |
| Tesla (TSLA) | 0.42% | 0.52% |
| VICI Properties (VICI) | 0.54% | 0.51% |
| Starwood Property Trust (STWD) | 0.47% | 0.5% |
| Bristol-Myers Squibb (BMY) | 0.43% | 0.5% |
| Deere (DE) | 0.42% | 0.5% |
| TotalEnergies (TTE.PA) | 0.56% | 0.5% |
| Arbor Realty (ABR) | 0.46% | 0.49% |
| Universal Corp (UVV) | 0.46% | 0.48% |
| NRZ (RITM) | 0.43% | 0.48% |
| Annaly (NLY) | 0.48% | 0.48% |
| Dominion Energy (D) | 0.44% | 0.48% |
| McDonald's (MCD) | 0.42% | 0.48% |
| Cameco (CCJ) | 0.37% | 0.47% |
| Pfizer (PFE) | 0.46% | 0.47% |
| Clearway Energy (CWEN) | 0.46% | 0.46% |
| Thales (HO.PA) | 0.42% | 0.46% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.42% | 0.46% |
| Procter & Gamble (PG) | 0.42% | 0.46% |
| MFA Financial (MFA) | 0.41% | 0.45% |
| Tele2 (TEL2B.ST) | 0.39% | 0.45% |
| ING (INGA.NV) | 0.45% | 0.45% |
| M&G (MNG.L) | 0.48% | 0.44% |
| Himax (HIMX) | 0.4% | 0.43% |
| ExxonMobil (XOM) | 0.42% | 0.43% |
| Two Harbors (TWO) | 0.47% | 0.42% |
| US Bancorp (USB) | 0.43% | 0.42% |
| Johnson & Johnson (JNJ) | 0.42% | 0.42% |
| Apple Hospitality (APLE) | 0.4% | 0.41% |
| Altria (MO) | 0.42% | 0.41% |
| Mondelez (MDLZ) | 0.42% | 0.41% |
| Brandywine (BDN) | 0.36% | 0.4% |
| Legal & General (LGEN.L) | 0.42% | 0.4% |
| BP (BP.L) | 0.45% | 0.4% |
| BAT (BATS.L) | 0.47% | 0.4% |
| EPR (EPR) | 0.38% | 0.39% |
| Capital Southwest (CSWC) | 0.43% | 0.38% |
| FS KKR (FSK) | 0.31% | 0.38% |
| VF Corp (VFC) | 0.38% | 0.38% |
| 3M (MMM) | 0.42% | 0.38% |
| Whitehaven Coal (WHC.ASX) | 0.41% | 0.37% |
| Chimera (CIM) | 0.42% | 0.37% |
| DWS (DWS.DE) | 0.35% | 0.37% |
| Norsk Hydro (NHY.OL) | 0.44% | 0.37% |
| Porsche (PAH3.DE) | 0.47% | 0.36% |
| Voestalpine (VOE.DE) | 0.54% | 0.36% |
| LVMH (MC.PA) | 0.42% | 0.36% |
| Mercedes-Benz (MBG.DE) | 0.42% | 0.36% |
| Chevron (CVX) | 0.42% | 0.36% |
| Dow (DOW) | 0.46% | 0.35% |
| Rio Tinto (RIO) | 0.42% | 0.35% |
| Ford (F) | 0.43% | 0.35% |
| Verizon (VZ) | 0.31% | 0.35% |
| Tate & Lyle (TATE.L) | 0.4% | 0.34% |
| Rio Tinto (RIO.L) | 0.42% | 0.34% |
| Glencore (GLEN.L) | 0.42% | 0.34% |
| BW LPG (BWLPG.OL) | 0.4% | 0.33% |
| Newmont (NEM) | 0.4% | 0.33% |
| Deutsche Post (DHL.DE) | 0.42% | 0.33% |
| Cisco (CSCO) | 0.3% | 0.33% |
| Star Bulk (SBLK) | 0.42% | 0.32% |
| SQM (SQM) | 0.41% | 0.32% |
| BHP (BHP) | 0.42% | 0.32% |
| Global SuperDividend US ETF (DIV) | 0.32% | 0.32% |
| AGNC (AGNC) | 0.39% | 0.32% |
| Blackstone Mortgage Trust (BXMT) | 0.39% | 0.31% |
| Nestle (NESN.ZU) | 0.42% | 0.31% |
| NextEra Energy Partners (XIFR) | 0.51% | 0.31% |
| Gerdau (GGB) | 0.46% | 0.3% |
| Redwood Trust (RWT) | 0.32% | 0.29% |
| Devon Energy (DVN) | 0.39% | 0.29% |
| BASF (BAS.DE) | 0.42% | 0.29% |
| Polestar (PSNY) | 0.3% | 0.28% |
| NYMT (ADAM) | 0.52% | 0.27% |
| Yara (YAR.OL) | 0.38% | 0.26% |
| Schwab US Dividend Equity ETF (SCHD) | 0.25% | 0.24% |
| Celsius (CELH) | 0.64% | 0.23% |
| Stellantis (STLA.US) | 0.44% | 0.23% |
| OCI (OCI.NV) | 0.47% | 0.23% |
| Vale (VALE) | 0.42% | 0.23% |
| ARMOUR Residential REIT (ARR) | 0.28% | 0.2% |
| Bayer (BAYN.DE) | 0.51% | 0.19% |
| Sibanye Stillwater (SBSW) | 0.42% | 0.17% |
| Medical Properties Trust (MPW) | 0.44% | 0.17% |
| Walgreens (WBA) | 0.44% | 0.16% |
| Kohl's (KSS) | 0.17% | 0.12% |
| Icahn Enterprises (IEP) | 0.44% | 0.08% |