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Portfolio Diversification
Range
Most Diversified
21 instruments
November 3, 2023
Least Diversified
0 instruments
February 2, 2025
Average
13.2 instruments
Most Consistent Holdings
Top 5
SPG58.57%
AMT58.57%
MAA58.57%
AVB58.57%
EQR58.57%
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 |
|---|---|---|---|---|
 VanEck Global Real Estate UCITS ETF (TRET.DE) | 27.37% | 66.25% | 43.07% | - |
 Xtrackers II Global Inflation-Linked Bond UCITS ETF (XGIN.DE) | 6.97% | 16.33% | 40.71% | - |
 Iron Mountain (IRM) | 6.36% | 0% | 58.57% | 7/12/2024 |
 WP Carey (WPC) | 4.74% | 0% | 58.57% | 7/12/2024 |
 STAG (STAG) | 4.64% | 0% | 58.57% | 7/12/2024 |
 Realty Income (O) | 4.45% | 0% | 58.57% | 7/12/2024 |
 Omega Healthcare (OHI) | 3.5% | 0% | 58.57% | 7/12/2024 |
 iShares Global Govt Bond UCITS ETF (EUN3.DE) | 3.45% | 7.7% | 40.84% | - |
 Digital Realty (DLR) | 3.3% | 0% | 58.57% | 7/12/2024 |
 Boston Properties (BXP) | 3.05% | 0% | 58.57% | 7/12/2024 |
 Healthcare Realty (HR) | 3.03% | 0% | 58.57% | 7/12/2024 |
 Federal Realty (FRT) | 3% | 0% | 58.57% | 7/12/2024 |
| AvalonBay (AVB) | 2.75% | 0% | 58.57% | 7/12/2024 |
| Equity Residential (EQR) | 2.58% | 0% | 58.57% | 7/12/2024 |
 Regency Centers (REG) | 2.33% | 0% | 58.57% | 7/12/2024 |
| MAA (MAA) | 2.32% | 0% | 58.57% | 7/12/2024 |
 Medical Properties Trust (MPT) | 2.28% | 0% | 58.57% | 7/12/2024 |
| American Tower (AMT) | 2.19% | 0% | 58.57% | 7/12/2024 |
 UDR (UDR) | 2.15% | 0% | 58.57% | 7/12/2024 |
 Essex Property Trust (ESS) | 2.01% | 0% | 58.57% | 7/12/2024 |
| Simon (SPG) | 1.99% | 0% | 58.57% | 7/12/2024 |
 iShares Core MSCI EM IMI UCITS ETF (IS3N.DE) | 1.46% | 3.96% | 40.77% | - |
 Hannon Armstrong (HASI) | 1.25% | 0% | 58.57% | 7/12/2024 |
 Ethereum (ETH) | 0.05% | 0% | 37.95% | 4/20/2024 |
 Apple (AAPL.RTH) | 0% | 0% | 0.46% | 4/21/2025 |
 Net Lease Office Properties (NLOP) | 0% | 0% | 0.85% | 11/15/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| VanEck Global Real Estate UCITS ETF (TRET.DE) | 67.62% | 62.65% |
| Xtrackers II Global Inflation-Linked Bond UCITS ETF (XGIN.DE) | 17.64% | 16.42% |
| iShares Global Govt Bond UCITS ETF (EUN3.DE) | 9.1% | 7.86% |
| iShares Core MSCI EM IMI UCITS ETF (IS3N.DE) | 3.46% | 3.84% |
Cash & Instruments Over Time
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