Portfolio Diversification
Range
Most Diversified
17 instruments
May 3, 2025
Least Diversified
1 instruments
September 22, 2024
Average
7.1 instruments
Most Consistent Holdings
Top 5
PG43.84%
SHYG43.84%
SPY43.84%
IAPD.L43.84%
DIV43.84%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since September 22, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 wolszczak | 60.23% | 0% | 98.19% | 6/20/2025 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 2.73% | 10.22% | 43.84% | - |
| iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 2.11% | 5.19% | 43.84% | - |
 Vanguard Real Estate ETF (VNQ) | 1.78% | 5.59% | 43.84% | - |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 1.24% | 5.62% | 19.57% | - |
 iShares EURO STOXX Select Dividend 30 UCITS ETF (SD3EEX.DE) | 0.94% | 5.48% | 43.84% | - |
 Realty Income (O) | 0.83% | 4% | 43.84% | - |
 SPDR Gold MiniShares Trust (GLDM) | 0.74% | 4.36% | 43.84% | - |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.69% | 2.62% | 43.84% | - |
| Global SuperDividend US ETF (DIV) | 0.69% | 4.8% | 43.84% | - |
| SPDR S&P 500 ETF (SPY) | 0.68% | 3.62% | 43.84% | - |
| Procter & Gamble (PG) | 0.62% | 4.62% | 43.84% | - |
 SPDR Gold (GLD) | 0.61% | 2.83% | 19.57% | - |
 Unilever (UL.US) | 0.6% | 0% | 43.48% | 6/24/2025 |
 AT&T (T) | 0.59% | 0% | 43.48% | 6/24/2025 |
 National Grid (NG.L) | 0.34% | 3.01% | 21.01% | - |
 TotalEnergies (TTE.PA) | 0.32% | 2.64% | 20.65% | - |
 Robin Energy Ltd (RBNE) | 0% | 0% | 4.35% | 4/28/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| wolszczak | 70.64% | 71.3% |