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Portfolio Diversification
Range
Most Diversified
10 instruments
January 14, 2025
Least Diversified
0 instruments
April 4, 2026
Average
6.5 instruments
Most Consistent Holdings
Top 5
NIO98.89%
MSFT62.93%
SDGPEX.DE60.71%
O59.49%
FGEQ.DE58.71%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Apple (AAPL) | 16.92% | 0% | 40.29% | 12/31/2024 |
| iShares STOXX Global Select Dividend 100 UCITS ETF (SDGPEX.DE) | 14.54% | 0% | 60.71% | 6/21/2026 |
| Fidelity Global Quality Income ETF (FGEQ.DE) | 13.1% | 0% | 58.71% | 6/21/2026 |
| Realty Income (O) | 12.49% | 0% | 59.49% | 6/21/2026 |
 Amazon (AMZN) | 12.09% | 0% | 46.06% | 2/21/2025 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 11.97% | 0% | 57.6% | 6/21/2026 |
| Microsoft (MSFT) | 4.25% | 0% | 62.93% | 11/5/2025 |
| Nio (NIO) | 1.41% | 0% | 98.89% | 6/21/2026 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.81% | 0% | 5.33% | 1/30/2025 |
 BrainChip (BRN.ASX) | 0.64% | 0% | 58.49% | 6/21/2026 |
 Atai (ATAI) | 0.59% | 0% | 14.76% | 4/23/2026 |
 Alibaba (BABA) | 0.55% | 0% | 11.99% | 4/3/2025 |
 Invesco QQQ (QQQ) | 0.54% | 0% | 38.18% | 6/21/2026 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.42% | 0% | 2% | 1/3/2025 |
 ARMOUR Residential REIT (ARR) | 0.3% | 0% | 18.09% | 12/19/2025 |
 Scout24 (G24.DE) | 0.22% | 0% | 19.76% | 6/21/2026 |
 D-Wave (QBTS) | 0.01% | 0% | 0.11% | 12/24/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares STOXX Global Select Dividend 100 UCITS ETF (SDGPEX.DE) | 25.53% | 25.63% |
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 23.6% | 22.8% |
| Fidelity Global Quality Income ETF (FGEQ.DE) | 21.86% | 20.92% |
| Realty Income (O) | 15.82% | 15.28% |
| Atai (ATAI) | 5.51% | 4.6% |
| Invesco QQQ (QQQ) | 2.4% | 2.28% |
| Scout24 (G24.DE) | 1.62% | 1.47% |
| BrainChip (BRN.ASX) | 2.35% | 1.25% |
| Nio (NIO) | 0.55% | 0.06% |
Cash & Instruments Over Time
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