Portfolio Diversification
Range
Most Diversified
17 instruments
May 3, 2025
Least Diversified
1 instruments
September 22, 2024
Average
8.9 instruments
Most Consistent Holdings
Top 5
PG55.59%
SPY55.59%
IAPD.L55.59%
DIV55.59%
GLDM55.59%
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 | 47.63% | 0% | 77.65% | 6/20/2025 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 4.94% | 13.26% | 55.59% | - |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 3.87% | 10.47% | 55.3% | - |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 3.29% | 11.2% | 36.1% | - |
 Vanguard Real Estate ETF (VNQ) | 3.11% | 8.22% | 55.59% | - |
 Realty Income (O) | 2.04% | 6.73% | 55.3% | - |
 iShares EURO STOXX Select Dividend 30 UCITS ETF (SD3EEX.DE) | 1.89% | 5.39% | 55.59% | - |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 1.62% | 5.3% | 55.59% | - |
| Global SuperDividend US ETF (DIV) | 1.52% | 4.63% | 55.59% | - |
| SPDR Gold MiniShares Trust (GLDM) | 1.49% | 4.55% | 55.59% | - |
| SPDR S&P 500 ETF (SPY) | 1.48% | 4.55% | 55.59% | - |
| Procter & Gamble (PG) | 1.41% | 4.45% | 55.59% | - |
 SPDR Gold (GLD) | 1.41% | 4.69% | 36.1% | - |
 National Grid (NG.L) | 1.17% | 4.14% | 37.54% | - |
 AT&T (T) | 1.14% | 3.35% | 55.01% | - |
 Unilever (UL.US) | 1.13% | 3.28% | 55.01% | - |
 TotalEnergies (TTE.PA) | 0.8% | 2.52% | 37.25% | - |
 Robin Energy Ltd (RBNE) | 0% | 0% | 3.44% | 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% |