Portfolio Diversification
Range
Most Diversified
66 instruments
June 2, 2023
Least Diversified
0 instruments
January 1, 2022
Average
25.7 instruments
Most Consistent Holdings
Top 5
PGX72.81%
QYLD71.78%
TLT60.95%
IEF56.92%
BNDX50.99%
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 |
|---|---|---|---|---|
| Invesco Preferred ETF (PGX) | 8.89% | 18.11% | 72.81% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 6.4% | 8.94% | 45.45% | - |
| Vanguard Total International Bond ETF (BNDX) | 4.64% | 16.41% | 50.99% | - |
 VanEck Global Real Estate UCITS ETF (TRET.DE) | 4.29% | 9.42% | 43.72% | - |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 3.68% | 4.23% | 71.78% | - |
 iShares MSCI World Quality Dividend ESG UCITS ETF (QDVW.DE) | 3.04% | 8.59% | 40.08% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 3.03% | 2.66% | 60.95% | - |
 Vanguard Total Stock Market ETF (VTI) | 2.68% | 0% | 35.26% | 5/21/2025 |
 iShares China Large-Cap ETF (FXI) | 2.22% | 5.18% | 40% | - |
 iShares EURO STOXX Select Dividend 30 UCITS ETF (SD3EEX.DE) | 2.13% | 7.47% | 40% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 2.1% | 5.35% | 43.08% | - |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 2.05% | 3.96% | 56.92% | - |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 1.97% | 4.71% | 40% | - |
 Microsoft (MSFT) | 1.42% | 0% | 32.09% | 11/16/2023 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 1.4% | 4.78% | 40.55% | - |
 Deckers (DECK) | 1.18% | 0% | 15.18% | 12/30/2022 |
 Alibaba (BABA) | 1.18% | 0% | 24.98% | 12/30/2022 |
 Pfizer (PFE) | 1.1% | 0% | 33.83% | 11/16/2023 |
 SEI (SEIC) | 1.06% | 0% | 15.49% | 1/4/2023 |
 Meta (META) | 1.06% | 0% | 15.97% | 12/30/2022 |
 Alphabet (GOOGL) | 1.04% | 0% | 15.49% | 1/4/2023 |
 Robert Half (RHI) | 1% | 0% | 32.65% | 11/16/2023 |
 Cirrus Logic (CRUS) | 0.98% | 0% | 16.6% | 12/30/2022 |
 Medifast (MED.US) | 0.9% | 0% | 26.64% | 11/16/2023 |
 iShares 0-5 Year TIPS Bond ETF (STIP) | 0.87% | 0% | 8.38% | 4/28/2023 |
 iShares Intermediate Credit Bond UCITS ETF (SXRF.DE) | 0.87% | 0% | 11.78% | 2/26/2024 |
 Inmode (INMD) | 0.83% | 0% | 22.37% | 12/30/2022 |
 Louisiana-Pacific (LPX) | 0.81% | 0% | 22.37% | 12/30/2022 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.75% | 0% | 12.33% | 4/28/2023 |
 WisdomTree Broad Commodities UCITS ETF (PCOM.DE) | 0.71% | 0% | 11.78% | 2/26/2024 |
 Fastenal (FAST) | 0.71% | 0% | 12.02% | 2/26/2024 |
 NVR (NVR) | 0.69% | 0% | 9.09% | 12/30/2022 |
 iShares Treasury Bond 0-1yr UCITS ETF (IBCC.DE) | 0.68% | 0% | 11.78% | 2/26/2024 |
 Old Dominion (ODFL) | 0.67% | 0% | 9.09% | 12/30/2022 |
 Copart (CPRT) | 0.65% | 0% | 9.09% | 12/30/2022 |
 Cisco (CSCO) | 0.61% | 0% | 32.81% | 2/26/2024 |
 Coinbase (COIN) | 0.53% | 0% | 14.7% | 12/30/2022 |
 Ternium (TX) | 0.52% | 0% | 13.6% | 8/19/2022 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.48% | 0% | 4.27% | 1/13/2023 |
 iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 0.48% | 0% | 11.78% | 2/26/2024 |
 JB Hi-Fi (JBH.ASX) | 0.4% | 0% | 23.48% | 2/26/2024 |
 iShares Short Treasury Bond ETF (SHV) | 0.39% | 0% | 8.14% | 9/28/2023 |
 Paramount (PARA) | 0.36% | 0% | 8.46% | 5/26/2022 |
 Foot Locker (FL) | 0.34% | 0% | 8.77% | 5/27/2022 |
 iShares Global REIT ETF (REET) | 0.34% | 0% | 4.19% | 9/28/2023 |
 Unilever (ULVR.L) | 0.33% | 0% | 22.21% | 2/7/2024 |
 AGNC (AGNC) | 0.32% | 0% | 23.4% | 11/16/2023 |
 Sonic Healthcare (SHL.ASX) | 0.32% | 0% | 21.9% | 2/6/2024 |
 Realty Income (O) | 0.32% | 0% | 23.4% | 11/16/2023 |
 PCA (PKG) | 0.31% | 0% | 17.15% | 2/26/2024 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.3% | 0% | 10.91% | 9/28/2023 |
 WP Carey (WPC) | 0.3% | 0% | 23.16% | 11/16/2023 |
 D.R. Horton (DHI) | 0.29% | 0% | 8.85% | 5/31/2022 |
 Resolute Forest Products Inc (RFP) | 0.28% | 0% | 7.19% | 5/27/2022 |
 Nintendo (NTDOY) | 0.27% | 0% | 18.34% | 11/16/2023 |
 Matson (MATX) | 0.27% | 0% | 18.34% | 11/16/2023 |
 Qualcomm (QCOM) | 0.27% | 0% | 17.15% | 11/16/2023 |
 Brenntag (BNR.DE) | 0.27% | 0% | 16.76% | 2/26/2024 |
 Plus500 (PLUS.L) | 0.27% | 0% | 8.38% | 6/17/2022 |
 Johnson Outdoors (JOUT) | 0.26% | 0% | 17% | 11/16/2023 |
 Medtronic (MDT.US) | 0.26% | 0% | 17.08% | 2/26/2024 |
 Snap-on (SNA) | 0.26% | 0% | 17.23% | 2/26/2024 |
 Emerson (EMR) | 0.25% | 0% | 15.65% | 11/16/2023 |
 Bucher (BUCN.ZU) | 0.25% | 0% | 16.76% | 11/16/2023 |
 Sanofi (SAN.PA) | 0.24% | 0% | 15.65% | 11/16/2023 |
 Fresenius (FRE.DE) | 0.24% | 0% | 15.65% | 11/16/2023 |
 Smurfit Kappa (SWR.L) | 0.24% | 0% | 16.76% | 11/16/2023 |
 Victrex (VCT.L) | 0.23% | 0% | 16.76% | 11/16/2023 |
 Terreno Realty (TRNO) | 0.23% | 0% | 17% | 2/26/2024 |
 Equity Residential (EQR) | 0.23% | 0% | 17% | 2/26/2024 |
 Verizon (VZ) | 0.23% | 0% | 15.42% | 11/16/2023 |
 Roche (ROG.ZU) | 0.23% | 0% | 15.34% | 11/16/2023 |
 Spirent (SPT.L) | 0.22% | 0% | 16.76% | 11/16/2023 |
 Texas Instruments (TXN) | 0.22% | 0% | 11.94% | 11/16/2023 |
 iShares Preferred & Income Sec (PFF) | 0.22% | 0% | 3.56% | 4/19/2022 |
 Healthcare Realty (HR) | 0.21% | 0% | 15.42% | 8/3/2023 |
 FCPT (FCPT) | 0.21% | 0% | 15.42% | 8/3/2023 |
 Williams-Sonoma (WSM) | 0.21% | 0% | 8.85% | 11/16/2023 |
 MAA (MAA) | 0.2% | 0% | 15.42% | 8/3/2023 |
 Apple Hospitality (APLE) | 0.2% | 0% | 15.42% | 8/3/2023 |
 Physicians Realty Trust (DOC.Acquired) | 0.2% | 0% | 15.42% | 8/3/2023 |
 Novartis (NVS) | 0.2% | 0% | 15.81% | 2/26/2024 |
 Merck (MRK) | 0.2% | 0% | 11.78% | 8/4/2023 |
 Kilroy Realty (KRC) | 0.19% | 0% | 15.42% | 8/3/2023 |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 0.18% | 0% | 3.56% | 4/19/2022 |
 Aflac (AFL) | 0.18% | 0% | 14.15% | 2/6/2024 |
 Johnson & Johnson (JNJ) | 0.18% | 0% | 10.43% | 2/26/2024 |
 Gilead Sciences (GILD) | 0.17% | 0% | 6.72% | 4/28/2023 |
 Flow Traders (FLOW.NV) | 0.16% | 0% | 1.19% | 2/10/2022 |
 Moderna (MRNA) | 0.16% | 0% | 5.61% | 5/27/2022 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 0.15% | 0% | 10.83% | 9/28/2023 |
 Garmin (GRMN) | 0.15% | 0% | 9.41% | 2/26/2024 |
 Regeneron (REGN) | 0.15% | 0% | 6.88% | 5/27/2022 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.15% | 0% | 3.87% | 5/31/2022 |
 Teucrium Wheat Fund (WEAT) | 0.13% | 0% | 10.91% | 9/28/2023 |
 CF Industries (CF) | 0.13% | 0% | 7.91% | 11/16/2023 |
 Flowers Foods (FLO) | 0.13% | 0% | 7.75% | 4/28/2023 |
 EastGroup (EGP.US) | 0.13% | 0% | 9.25% | 2/26/2024 |
 International Paper (IP.US) | 0.13% | 0% | 7.75% | 4/28/2023 |
 Ingredion (INGR) | 0.13% | 0% | 9.33% | 2/26/2024 |
 Seritage (SRG.US) | 0.13% | 0% | 8.77% | 5/31/2022 |
 Prospect Capital (PSEC) | 0.12% | 0% | 7.75% | 4/28/2023 |
 Brookfield Infrastructure (BIP) | 0.12% | 0% | 7.75% | 4/28/2023 |
 Enterprise Products (EPD) | 0.12% | 0% | 7.75% | 4/28/2023 |
 ICL Group (ICL) | 0.12% | 0% | 7.91% | 11/16/2023 |
 CRH (CRH.L) | 0.12% | 0% | 7.75% | 8/4/2023 |
 Kering (KER.PA) | 0.12% | 0% | 7.91% | 11/16/2023 |
 UPS (UPS) | 0.12% | 0% | 7.91% | 11/16/2023 |
 Ares Capital (ARCC) | 0.11% | 0% | 7.75% | 4/28/2023 |
 Unum (UNM) | 0.11% | 0% | 7.67% | 8/3/2023 |
 American Express (AXP) | 0.11% | 0% | 7.27% | 8/3/2023 |
 Cummins (CMI) | 0.11% | 0% | 7.75% | 8/4/2023 |
 Air Products (APD) | 0.11% | 0% | 7.75% | 8/4/2023 |
 Dillard's (DDS) | 0.11% | 0% | 4.74% | 5/27/2022 |
 Intertek (ITRK.L) | 0.11% | 0% | 7.75% | 8/4/2023 |
 Henkel (HEN3.DE) | 0.11% | 0% | 7.75% | 8/4/2023 |
 Fidelity National Financial (FNF) | 0.11% | 0% | 7.67% | 8/3/2023 |
 Hormel (HRL) | 0.11% | 0% | 7.75% | 8/4/2023 |
 VICI Properties (VICI) | 0.11% | 0% | 7.75% | 4/28/2023 |
 SES (SESG.PA) | 0.1% | 0% | 7.75% | 8/4/2023 |
 Principal Financial (PFG) | 0.1% | 0% | 7.67% | 8/3/2023 |
 Partners Group (PGHN.ZU) | 0.1% | 0% | 7.35% | 8/3/2023 |
 Quidel (QDEL) | 0.1% | 0% | 4.74% | 5/27/2022 |
 3M (MMM) | 0.1% | 0% | 7.51% | 8/4/2023 |
 NNN (NNN) | 0.1% | 0% | 7.75% | 4/28/2023 |
 AvalonBay (AVB) | 0.1% | 0% | 7.75% | 4/28/2023 |
 IBM (IBM) | 0.1% | 0% | 8.06% | 2/26/2024 |
 Novo-Nordisk (NVO) | 0.09% | 0% | 8.06% | 2/26/2024 |
 Annaly (NLY) | 0.09% | 0% | 7.75% | 4/28/2023 |
 iShares MSCI Eurozone ETF (EZU) | 0.09% | 0% | 1.82% | 3/28/2022 |
 Paychex (PAYX) | 0.09% | 0% | 4.03% | 4/28/2023 |
 SPDR Gold (GLD) | 0.09% | 0% | 4.19% | 5/24/2022 |
 Alexandria (ARE) | 0.09% | 0% | 7.75% | 4/28/2023 |
 Fox (FOXA) | 0.09% | 0% | 7.91% | 2/6/2024 |
 Cousins Properties (CUZ) | 0.09% | 0% | 7.75% | 4/28/2023 |
 PostNL (PNL.NV) | 0.09% | 0% | 4.82% | 5/25/2022 |
 MDU Resources (MDU) | 0.09% | 0% | 7.75% | 8/4/2023 |
 United States Oil Fund (USO) | 0.08% | 0% | 3.56% | 4/19/2022 |
 Nordic American Tankers (NAT) | 0.08% | 0% | 8.06% | 2/26/2024 |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 0.08% | 0% | 2.77% | 6/14/2023 |
 Blackstone Mortgage Trust (BXMT) | 0.08% | 0% | 7.75% | 4/28/2023 |
 UBS (UBS) | 0.08% | 0% | 6.48% | 2/6/2024 |
 Paccar (PCAR) | 0.08% | 0% | 6.48% | 2/6/2024 |
 Star Bulk (SBLK) | 0.08% | 0% | 6.48% | 2/6/2024 |
 Popular (BPOP) | 0.08% | 0% | 6.48% | 2/6/2024 |
 GlaxoSmithKline (GSK) | 0.08% | 0% | 6.48% | 2/6/2024 |
 Vistra (VST) | 0.08% | 0% | 6.48% | 2/6/2024 |
 Omnicom (OMC) | 0.08% | 0% | 6.48% | 2/6/2024 |
 Iron Mountain (IRM) | 0.08% | 0% | 6.48% | 2/6/2024 |
 Expeditors (EXPD) | 0.08% | 0% | 3.24% | 5/31/2022 |
 Procter & Gamble (PG) | 0.08% | 0% | 2.92% | 2/26/2024 |
 RB Global (RBA) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Fresenius Medical Care (FME.DE) | 0.07% | 0% | 6.56% | 2/7/2024 |
 Logitech (LOGI) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Lennox (LII) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Dell (DELL) | 0.07% | 0% | 6.48% | 2/6/2024 |
 BHP (BHP) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Loews (L) | 0.07% | 0% | 6.48% | 2/6/2024 |
 McKesson (MCK) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Edison (EIX) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Ecopetrol (EC) | 0.07% | 0% | 6.48% | 2/6/2024 |
 HSBC (HSBC) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Assurant (AIZ) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Old Republic (ORI) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Meta (CASH) | 0.07% | 0% | 6.48% | 2/6/2024 |
 H&R Block (HRB) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Columbia (COLM) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Telefônica Brasil (VIV.US) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Telefonica (TEF) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Cardinal Health (CAH) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Frontline (FRO) | 0.07% | 0% | 6.48% | 2/6/2024 |
 DHT Holdings (DHT) | 0.07% | 0% | 6.48% | 2/6/2024 |
 RenaissanceRe (RNR) | 0.07% | 0% | 6.48% | 2/6/2024 |
 BP (BP.L) | 0.07% | 0% | 6.56% | 2/7/2024 |
 Sanderson Farms Inc (SAFM) | 0.07% | 0% | 3.24% | 5/31/2022 |
 Omega Healthcare (OHI) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Vale (VALE) | 0.07% | 0% | 6.48% | 2/6/2024 |
 CME Group (CME) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Murphy USA (MUSA) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Banco Santander Brasil (BSBR) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Teucrium Corn Fund (CORN.US) | 0.07% | 0% | 6.72% | 8/3/2023 |
 Qifu Technology (QFIN) | 0.07% | 0% | 6.48% | 2/6/2024 |
 Hello Group (MOMO) | 0.06% | 0% | 6.48% | 2/6/2024 |
 JOYY (JOYY) | 0.06% | 0% | 6.48% | 2/6/2024 |
 Cemig (CIG) | 0.06% | 0% | 6.48% | 2/6/2024 |
 Steve Madden (SHOO) | 0.06% | 0% | 1.34% | 1/17/2023 |
 Abrdn Platinum ETF Trust (PPLT) | 0.06% | 0% | 6.72% | 8/3/2023 |
 GBP/USD (GBPUSD) | 0.06% | 0% | 1.11% | 5/27/2022 |
 Sage (SAGE) | 0.06% | 0% | 0.55% | 2/2/2022 |
 Crocs (CROX) | 0.05% | 0% | 2.92% | 5/27/2022 |
 Consumer Staples Select Sector SPDR (XLP) | 0.03% | 0% | 0.63% | 4/19/2022 |
 iShares Core Conservative Allocation ETF (AOK) | 0.03% | 0% | 0.55% | 4/19/2022 |
 WDP (WDP.BR) | 0.03% | 0% | 0.4% | 2/7/2022 |
 Kuehne + Nagel (KNIN.ZU) | 0.02% | 0% | 2.61% | 2/26/2024 |
 Stellantis (STLA.US) | 0.02% | 0% | 1.58% | 2/26/2024 |
 InterDigital (IDCC) | 0.02% | 0% | 1.58% | 2/26/2024 |
 iShares Silver Trust (SLV) | 0.02% | 0% | 0.95% | 4/19/2022 |
 Patria (PAX) | 0.02% | 0% | 1.58% | 2/26/2024 |
 Thomson Reuters (TRI) | 0.02% | 0% | 1.58% | 2/26/2024 |
 La-Z-Boy (LZB) | 0.02% | 0% | 1.58% | 2/26/2024 |
 Houlihan Lokey (HLI) | 0.02% | 0% | 1.58% | 2/26/2024 |
 Kontoor Brands (KTB) | 0.02% | 0% | 1.58% | 2/26/2024 |
 NewMarket (NEU) | 0.02% | 0% | 1.58% | 2/26/2024 |
 Hamilton Lane (HLNE) | 0.02% | 0% | 1.58% | 2/26/2024 |
 Broadcom (AVGO) | 0.02% | 0% | 1.58% | 2/26/2024 |
 NVE (NVEC) | 0.02% | 0% | 1.58% | 2/26/2024 |
 Black Hills (BKH) | 0.02% | 0% | 1.58% | 2/26/2024 |
 RELX (RELX) | 0.02% | 0% | 1.58% | 2/26/2024 |
 LyondellBasell (LYB) | 0.02% | 0% | 1.58% | 2/26/2024 |
 Costco (COST) | 0.02% | 0% | 1.58% | 2/26/2024 |
 Mueller Industries (MLI) | 0.02% | 0% | 1.58% | 2/26/2024 |
 Public Storage (PSA) | 0.02% | 0% | 1.58% | 2/26/2024 |
 PSEG (PEG) | 0.02% | 0% | 1.58% | 2/26/2024 |
 NetApp (NTAP) | 0.02% | 0% | 1.58% | 2/26/2024 |
 NetEase (NTES) | 0.02% | 0% | 1.58% | 2/26/2024 |
 Darden (DRI) | 0.02% | 0% | 1.58% | 2/26/2024 |
 T. Rowe Price (TROW) | 0.02% | 0% | 1.58% | 2/26/2024 |
 Southern Copper (SCCO) | 0.02% | 0% | 1.58% | 2/26/2024 |
 Broadridge (BR) | 0.02% | 0% | 1.58% | 2/26/2024 |
 Opera (OPRA) | 0.02% | 0% | 1.58% | 2/26/2024 |
 Sanfilippo (JBSS) | 0.02% | 0% | 1.58% | 2/26/2024 |
 Essent (ESNT) | 0.02% | 0% | 1.58% | 2/26/2024 |
 Pershing Square (PSH.L) | 0.02% | 0% | 0.4% | 2/7/2022 |
 Coca-Cola Consolidated (COKE) | 0.02% | 0% | 1.58% | 2/26/2024 |
 Sofina (SOF.BR) | 0.02% | 0% | 0.4% | 2/7/2022 |
 Organon (OGN.US) | 0.02% | 0% | 1.11% | 5/26/2022 |
 eBay (EBAY) | 0.02% | 0% | 1.19% | 5/27/2022 |
 Gold Fields (GFI) | 0.02% | 0% | 1.58% | 2/26/2024 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.02% | 0% | 1.26% | 1/8/2024 |
 Elisa (ELISA.HE) | 0.02% | 0% | 1.5% | 2/26/2024 |
 Recordati (REC.MI) | 0.02% | 0% | 1.5% | 2/26/2024 |
 Man Group (EMG.L) | 0.02% | 0% | 1.5% | 5/3/2023 |
 PVH (PVH) | 0.01% | 0% | 1.03% | 5/26/2022 |
 Acciona EnergÃÂas (ANE.MC) | 0.01% | 0% | 1.5% | 2/26/2024 |
 Knife River (KNF) | 0.01% | 0% | 1.98% | 6/26/2023 |
 Hargreaves Lansdown (HL.L) | 0.01% | 0% | 1.11% | 4/28/2023 |
 OCI (OCI.NV) | 0.01% | 0% | 1.11% | 4/28/2023 |
 Terra Classic (LUNC) | 0.01% | 0% | 3.4% | 6/23/2022 |
 ASML (ASML.NV) | 0.01% | 0% | 0.24% | 1/3/2023 |
 Volvo (VOLV-A.ST) | 0% | 0% | 0.24% | 5/27/2022 |
 Bitcoin (BTC) | 0% | 0% | 0.32% | 5/30/2022 |
 Ethereum (ETH) | 0% | 0% | 0.24% | 5/30/2022 |
 Terra 2.0 (LUNA2) | 0% | 0% | 1.34% | 6/24/2022 |
 Net Lease Office Properties (NLOP) | 0% | 0% | 0.55% | 11/9/2023 |
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) | 14.6% | 15.66% |
| Invesco Preferred ETF (PGX) | 14.69% | 14.05% |
| VanEck Global Real Estate UCITS ETF (TRET.DE) | 9.88% | 9.94% |
| Vanguard Total International Bond ETF (BNDX) | 10.33% | 9.76% |
| Vanguard Total Stock Market ETF (VTI) | 7.32% | 7.91% |
| iShares MSCI World Quality Dividend ESG UCITS ETF (QDVW.DE) | 7.3% | 7.39% |
| iShares China Large-Cap ETF (FXI) | 5.01% | 5.97% |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 5.3% | 5.02% |
| iShares EURO STOXX Select Dividend 30 UCITS ETF (SD3EEX.DE) | 5.06% | 4.85% |
| ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 5.03% | 4.82% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 4.65% | 4.77% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 3.83% | 3.38% |
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 3.53% | 3.3% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 3.46% | 3.2% |