Portfolio Diversification
Range
Most Diversified
17 instruments
May 3, 2025
Least Diversified
0 instruments
October 20, 2025
Average
10.5 instruments
Most Consistent Holdings
Top 5
PG65.33%
SPY65.33%
IAPD.L65.33%
DIV65.33%
GLDM65.33%
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 | 36.94% | 0% | 60.22% | 6/20/2025 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 6.54% | 12.31% | 65.33% | - |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 5.22% | 10.29% | 65.11% | - |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 4.91% | 10.67% | 50.22% | - |
 Vanguard Real Estate ETF (VNQ) | 4.14% | 8.02% | 65.33% | - |
 Realty Income (O) | 3.07% | 6.93% | 65.11% | - |
 iShares EURO STOXX Select Dividend 30 UCITS ETF (SD3EEX.DE) | 2.65% | 5.76% | 65.33% | - |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 2.49% | 5.95% | 65.33% | - |
| Global SuperDividend US ETF (DIV) | 2.27% | 5.31% | 65.33% | - |
| SPDR S&P 500 ETF (SPY) | 2.2% | 5.04% | 65.33% | - |
| Procter & Gamble (PG) | 2.05% | 4.42% | 65.33% | - |
| SPDR Gold MiniShares Trust (GLDM) | 2.05% | 4.11% | 65.33% | - |
 SPDR Gold (GLD) | 2.01% | 4.23% | 50.22% | - |
 National Grid (NG.L) | 1.89% | 4.68% | 51.33% | - |
 AT&T (T) | 1.62% | 3.39% | 64.89% | - |
 Unilever (UL.US) | 1.62% | 3.43% | 64.89% | - |
 TotalEnergies (TTE.PA) | 1.31% | 3.59% | 51.11% | - |
 Dormant Stock15206 (Drm.15206) | 0% | 0.19% | 1.11% | - |
 Robin Energy Ltd (RBNE) | 0% | 0% | 2.67% | 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% |