Portfolio Diversification
Range
Most Diversified
60 instruments
July 11, 2023
Least Diversified
36 instruments
July 29, 2025
Average
48.6 instruments
Most Consistent Holdings
Top 5
MMM100%
VZ100%
SAP.DE100%
VOW3.DE100%
BMW.DE100%
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 |
|---|---|---|---|---|
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 24.3% | 23.65% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 17.45% | 25.27% | 100% | - |
 Invesco QQQ (QQQ) | 7.81% | 10.36% | 100% | - |
 Vanguard FTSE Europe ETF (VGK) | 7.53% | 9.2% | 100% | - |
 UniCredit (UCG.MI) | 2.64% | 3.96% | 100% | - |
 Vanguard FTSE Emerging Markets (VWO) | 2.15% | 0% | 45.94% | 4/11/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.79% | 2.2% | 82.45% | - |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 1.69% | 2.13% | 81.75% | - |
 Intesa Sanpaolo (ISP.MI) | 1.47% | 1.72% | 100% | - |
 Poste Italiane (PST.MI) | 1.29% | 1.56% | 100% | - |
 Lloyd's (LLOY.L) | 1.23% | 1.37% | 100% | - |
 Eni (ENI.MI) | 1.22% | 0.87% | 100% | - |
 Realty Income (O) | 1.21% | 0.88% | 100% | - |
 Vanguard Total Bond Market ETF (BND) | 1.18% | 1.69% | 85.36% | - |
 Enel (ENEL.MI) | 1.15% | 1.07% | 100% | - |
 Phoenix (PHNX.L) | 1.13% | 0.93% | 100% | - |
 STAG (STAG) | 1.07% | 0.76% | 100% | - |
| BMW (BMW.DE) | 1.07% | 0.86% | 100% | - |
 Pembina (PBA) | 1.05% | 0.81% | 100% | - |
 Ferrexpo (FXPO.L) | 1.04% | 0.33% | 100% | - |
 Tesco (TSCO.L) | 1.04% | 1.15% | 93.48% | - |
 GSK (GSK.L) | 1.04% | 0.87% | 97.19% | - |
 Shell (SHEL.L) | 1.03% | 0.73% | 100% | - |
 Omega Healthcare (OHI) | 0.97% | 0.83% | 100% | - |
| Verizon (VZ) | 0.96% | 0.8% | 100% | - |
| Volkswagen (VOW3.DE) | 0.94% | 0.59% | 100% | - |
 BAT (BATS.L) | 0.9% | 0.81% | 100% | - |
 Prospect Capital (PSEC) | 0.86% | 0.31% | 100% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.81% | 0% | 24.47% | 9/6/2023 |
 Rio Tinto (RIO.L) | 0.71% | 0.68% | 90.97% | - |
 Bitcoin (BTC) | 0.69% | 0% | 66.7% | 11/6/2024 |
 Diageo (DGE.L) | 0.68% | 0.36% | 90.97% | - |
 Pfizer (PFE) | 0.65% | 0.5% | 94.18% | - |
 Meta (META) | 0.56% | 0% | 56.27% | 7/24/2024 |
 Medical Properties Trust (MPW) | 0.55% | 0.32% | 100% | - |
 Vanguard Growth ETF (VUG) | 0.53% | 0% | 49.85% | 5/20/2024 |
 Ethereum (ETH) | 0.52% | 0% | 92.48% | 7/21/2025 |
| SAP (SAP.DE) | 0.51% | 0.37% | 100% | - |
| 3M (MMM) | 0.49% | 0.55% | 100% | - |
 Citi (C) | 0.37% | 0% | 37.51% | 7/24/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.37% | 0% | 52.86% | 6/20/2024 |
 Bank of America (BAC) | 0.29% | 0% | 37.51% | 7/24/2024 |
 Polaris (PII) | 0.28% | 0.12% | 100% | - |
 Amazon (AMZN) | 0.27% | 0% | 56.37% | 7/25/2024 |
 Texas Instruments (TXN) | 0.26% | 0% | 91.07% | 7/7/2025 |
 Cardano (ADA) | 0.19% | 0% | 93.18% | 7/28/2025 |
 International Paper (IP.US) | 0.17% | 0% | 91.07% | 7/7/2025 |
 Evraz PLC (EVR.L) | 0.17% | 0.08% | 100% | - |
 ARK Innovation ETF (ARKK) | 0.12% | 0.13% | 100% | - |
 Bitcoin Cash (BCH) | 0.11% | 0% | 91.07% | 7/7/2025 |
 Cisco (CSCO) | 0.11% | 0% | 56.37% | 7/25/2024 |
 IBM (IBM) | 0.09% | 0% | 25.68% | 9/20/2023 |
 Paramount (PSKY) | 0.09% | 0% | 56.37% | 7/25/2024 |
 China Citic Bank (0998.HK) | 0.09% | 0% | 42.43% | 3/7/2024 |
 Alphabet (GOOGL) | 0.09% | 0% | 49.35% | 5/15/2024 |
 TRON (TRX) | 0.09% | 0% | 29.89% | 11/2/2023 |
 iShares MSCI India ETF (INDA) | 0.08% | 0% | 42.33% | 3/6/2024 |
 PayPal (PYPL) | 0.07% | 0% | 56.27% | 7/24/2024 |
 Polymetal International PLC (POLY.L) | 0.04% | 0% | 17.05% | 6/23/2023 |
 DocuSign (DOCU) | 0.04% | 0% | 18.96% | 7/12/2023 |
 AMC (AMC) | 0.03% | 0% | 23.17% | 8/24/2023 |
 Shiba (in millions) (SHIBxM) | 0.01% | 0% | 16.65% | 6/19/2023 |
 Dogecoin (DOGE) | 0.01% | 0% | 16.65% | 6/19/2023 |
 Solventum (SOLV) | 0% | 0% | 4.41% | 5/16/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 23.93% | 25% |
| Vanguard S&P 500 ETF (VOO) | 18.78% | 21.61% |
| Invesco QQQ (QQQ) | 7.5% | 9.32% |
| Vanguard FTSE Europe ETF (VGK) | 7.56% | 7.22% |
| UniCredit (UCG.MI) | 1.23% | 2.56% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.95% | 2.5% |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 2.67% | 2.45% |
| Vanguard Total Bond Market ETF (BND) | 1.98% | 1.8% |
| Intesa Sanpaolo (ISP.MI) | 0.83% | 1.29% |
| Poste Italiane (PST.MI) | 0.94% | 1.16% |
| Tesco (TSCO.L) | 0.82% | 1.07% |
| Enel (ENEL.MI) | 1.02% | 1.02% |
| Lloyd's (LLOY.L) | 0.89% | 0.99% |
| BMW (BMW.DE) | 1.22% | 0.93% |
| Realty Income (O) | 1.16% | 0.91% |
| Omega Healthcare (OHI) | 0.79% | 0.88% |
| Eni (ENI.MI) | 0.9% | 0.88% |
| Verizon (VZ) | 0.93% | 0.85% |
| Ferrexpo (FXPO.L) | 2.35% | 0.84% |
| STAG (STAG) | 0.92% | 0.83% |
| Phoenix (PHNX.L) | 1.06% | 0.83% |
| GSK (GSK.L) | 0.97% | 0.83% |
| Pembina (PBA) | 0.83% | 0.82% |
| Shell (SHEL.L) | 0.75% | 0.77% |
| Rio Tinto (RIO.L) | 0.88% | 0.75% |
| Volkswagen (VOW3.DE) | 1.25% | 0.71% |
| BAT (BATS.L) | 0.86% | 0.69% |
| Diageo (DGE.L) | 0.97% | 0.64% |
| Ethereum (ETH) | 0.66% | 0.56% |
| Prospect Capital (PSEC) | 1.05% | 0.56% |
| Pfizer (PFE) | 0.89% | 0.56% |
| 3M (MMM) | 0.56% | 0.52% |
| SAP (SAP.DE) | 0.24% | 0.41% |
| Medical Properties Trust (MPW) | 0.88% | 0.26% |
| Cardano (ADA) | 0.7% | 0.25% |
| Texas Instruments (TXN) | 0.22% | 0.2% |
| International Paper (IP.US) | 0.19% | 0.17% |
| Bitcoin Cash (BCH) | 0.23% | 0.13% |
| Evraz PLC (EVR.L) | 0.46% | 0.12% |
| Polaris (PII) | 0.29% | 0.12% |
| ARK Innovation ETF (ARKK) | 0.22% | 0.1% |