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Portfolio Diversification
Range
Most Diversified
10 instruments
January 14, 2025
Least Diversified
0 instruments
April 4, 2026
Average
6.4 instruments
Most Consistent Holdings
Top 5
NIO99.88%
MSFT68.64%
SDGPEX.DE57.75%
O56.42%
FGEQ.DE55.57%
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) | 18.46% | 0% | 43.95% | 12/31/2024 |
| iShares STOXX Global Select Dividend 100 UCITS ETF (SDGPEX.DE) | 13.68% | 27.91% | 57.75% | - |
 Amazon (AMZN) | 13.19% | 0% | 50.24% | 2/21/2025 |
| Realty Income (O) | 12.56% | 14.6% | 56.42% | - |
| Fidelity Global Quality Income ETF (FGEQ.DE) | 11.89% | 22.45% | 55.57% | - |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 11.03% | 24.85% | 54.36% | - |
| Microsoft (MSFT) | 4.64% | 0% | 68.64% | 11/5/2025 |
| Nio (NIO) | 1.53% | 0.06% | 99.88% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 0.89% | 0% | 5.81% | 1/30/2025 |
 BrainChip (BRN.ASX) | 0.64% | 0.81% | 55.33% | - |
 Alibaba (BABA) | 0.6% | 0% | 13.08% | 4/3/2025 |
 Atai (ATAI) | 0.58% | 3.66% | 14.41% | - |
 Invesco QQQ (QQQ) | 0.52% | 0.58% | 33.17% | - |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.46% | 0% | 2.18% | 1/3/2025 |
 ARMOUR Residential REIT (ARR) | 0.33% | 0% | 19.73% | 12/19/2025 |
 Scout24 (G24.DE) | 0.16% | 0.97% | 13.2% | - |
 D-Wave (QBTS) | 0.01% | 0% | 0.12% | 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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