Portfolio Diversification
Range
Most Diversified
124 instruments
January 5, 2023
Least Diversified
36 instruments
April 5, 2025
Average
64.5 instruments
Most Consistent Holdings
Top 5
JNJ100%
VZ100%
VALE100%
AGNC100%
DHL.DE100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares MSCI India ETF (INDA) | 3.89% | 4.59% | 100% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 3.87% | 9.57% | 63.42% | - |
 iShares Core High Dividend ETF (HDV) | 3.27% | 1.84% | 63.42% | - |
| Johnson & Johnson (JNJ) | 3.08% | 2.94% | 100% | - |
 iShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE) | 2.9% | 0% | 55.09% | 6/10/2025 |
 CCB (0939.HK) | 2.86% | 1.9% | 100% | - |
 Realty Income (O) | 2.75% | 2.5% | 100% | - |
 Rio Tinto (RIO) | 2.48% | 2.2% | 100% | - |
 Weyerhaeuser (WY) | 2.39% | 1.65% | 100% | - |
 MercadoLibre (MELI) | 2.28% | 0% | 63.1% | 8/15/2024 |
 Roche (ROG.ZU) | 2.24% | 1.84% | 100% | - |
| Verizon (VZ) | 2.22% | 2.16% | 100% | - |
| Vale (VALE) | 2.2% | 1.66% | 100% | - |
 IBM (IBM) | 2.09% | 0% | 85.93% | 3/20/2025 |
 BASF (BAS.DE) | 1.98% | 0% | 87.66% | 3/31/2025 |
 Covestro (1COV.DE) | 1.93% | 0% | 79.65% | 1/16/2025 |
 Simon (SPG) | 1.91% | 2.65% | 100% | - |
 Anglo American (AAL.L) | 1.89% | 0% | 87.99% | 4/3/2025 |
| AGNC (AGNC) | 1.78% | 1.55% | 100% | - |
 Poste Italiane (PST.MI) | 1.63% | 1.41% | 98.92% | - |
 Sartorius (SRT.DE) | 1.55% | 0% | 83.33% | 2/19/2025 |
 Cummins (CMI) | 1.46% | 0% | 85.71% | 3/13/2025 |
 Societe Generale (GLE.PA) | 1.39% | 0% | 87.66% | 3/31/2025 |
 QIAGEN (QIA.DE) | 1.33% | 1.16% | 100% | - |
| Deutsche Post (DHL.DE) | 1.33% | 0.99% | 100% | - |
 Vodafone (VOD) | 1.32% | 0% | 81.71% | 2/4/2025 |
 Blackstone Mortgage Trust (BXMT) | 1.22% | 1.19% | 100% | - |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 1.2% | 0% | 31.93% | 6/11/2025 |
 Medtronic (MDT.US) | 1.11% | 1.08% | 100% | - |
 TSMC (TSM) | 1.09% | 0% | 42.75% | 2/7/2024 |
 Global X SuperDividend ETF (SDIV) | 1.07% | 9.78% | 19.05% | - |
 Sea (SE) | 1.02% | 1.23% | 100% | - |
 iShares US Aerospace & Defense ETF (ITA) | 0.98% | 3.65% | 34.52% | - |
 T. Rowe Price (TROW) | 0.93% | 1.42% | 58.01% | - |
 Coca-Cola (KO) | 0.92% | 0% | 50.76% | 3/12/2025 |
 Intel (INTC) | 0.84% | 0% | 83.44% | 2/20/2025 |
 iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) | 0.84% | 3.16% | 34.52% | - |
 Pfizer (PFE) | 0.82% | 0% | 88.42% | 4/7/2025 |
 HeidelbergCement (HEI.DE) | 0.82% | 0% | 36.04% | 12/7/2023 |
 Kimberly-Clark (KMB) | 0.81% | 0% | 46.54% | 4/9/2025 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.81% | 0% | 84.74% | 3/4/2025 |
 Ford (F) | 0.8% | 0% | 88.1% | 4/4/2025 |
 STAG (STAG) | 0.76% | 0% | 48.16% | 4/4/2025 |
 ThyssenKrupp (TKA.DE) | 0.74% | 0% | 81.6% | 2/3/2025 |
 Skyworks (SWKS) | 0.73% | 0% | 81.93% | 2/6/2025 |
 Lumentum (LITE) | 0.69% | 0% | 75.11% | 12/5/2024 |
 PayPal (PYPL) | 0.67% | 0% | 87.34% | 3/28/2025 |
 Alphabet (GOOG) | 0.66% | 0% | 39.83% | 1/11/2024 |
 Qualcomm (QCOM) | 0.66% | 0% | 52.27% | 5/6/2024 |
 Orsted (ORSTED.CO) | 0.63% | 0% | 88.1% | 4/4/2025 |
 Xiaomi (1810.HK) | 0.63% | 0% | 76.73% | 12/20/2024 |
 iShares Automation & Robotics UCITS ETF (2B76.DE) | 0.62% | 1.33% | 34.74% | - |
 Umicore (UMI.BR) | 0.59% | 0% | 81.28% | 1/31/2025 |
 Baidu (BIDU) | 0.58% | 0% | 84.31% | 2/28/2025 |
 DuPont (DD) | 0.58% | 0% | 38.31% | 12/28/2023 |
 Nel (NEL.OL) | 0.55% | 0% | 80.41% | 1/23/2025 |
 Maersk (MAERSKB.CO) | 0.54% | 0% | 86.47% | 3/20/2025 |
 Toyota (TM) | 0.54% | 0% | 40.58% | 1/18/2024 |
 Porsche (PAH3.DE) | 0.54% | 0% | 87.66% | 3/31/2025 |
 Amazon (AMZN) | 0.53% | 0% | 42.97% | 2/9/2024 |
 Coherent (COHR) | 0.51% | 0% | 55.19% | 6/3/2024 |
 Nintendo (NTDOY) | 0.51% | 0% | 39.94% | 1/12/2024 |
 Block Inc. (XYZ) | 0.48% | 0% | 80.3% | 1/22/2025 |
 Micron (MU) | 0.46% | 0% | 33.87% | 11/17/2023 |
 Adobe (ADBE) | 0.44% | 0% | 33.87% | 11/17/2023 |
 Country Garden (2007.HK) | 0.44% | 0% | 83.98% | 2/28/2025 |
 SpartanNash (SPTN) | 0.42% | 0% | 95.56% | 6/12/2025 |
 AMD (AMD) | 0.33% | 0% | 36.47% | 12/11/2023 |
 Bank of America (BAC) | 0.3% | 0% | 59.85% | 7/16/2024 |
 iShares EURO STOXX Select Dividend 30 UCITS ETF (SD3EEX.DE) | 0.27% | 1.44% | 11.04% | - |
 Allianz (ALV.DE) | 0.26% | 1.41% | 17.97% | - |
 American Tower (AMT) | 0.24% | 0.25% | 100% | - |
 Citi (C) | 0.24% | 0% | 47.08% | 3/19/2024 |
 Bitcoin (BTC) | 0.24% | 0% | 15.15% | 5/9/2025 |
 China Citic Bank (0998.HK) | 0.23% | 1.7% | 15.37% | - |
 British Land (BLND.L) | 0.23% | 1.46% | 13.74% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.23% | 0% | 6.71% | 4/1/2024 |
 HSBC (HSBA.L) | 0.21% | 1.56% | 13.74% | - |
 GM (GM) | 0.2% | 0% | 16.88% | 6/9/2023 |
 Bank of China (3988.HK) | 0.2% | 0% | 11.15% | 4/17/2023 |
 Itau Unibanco (ITUB) | 0.2% | 1.67% | 10.82% | - |
 Microsoft (MSFT) | 0.19% | 0% | 15.37% | 5/26/2023 |
 Applied Materials (AMAT) | 0.19% | 0% | 17.21% | 6/12/2023 |
 Petrobras (PBR.A) | 0.17% | 1.49% | 10.82% | - |
 Fortescue (FMG.ASX) | 0.17% | 1.69% | 10.61% | - |
 SAP (SAP.DE) | 0.17% | 1.44% | 11.26% | - |
 AbbVie (ABBV) | 0.16% | 0% | 12.99% | 3/28/2024 |
 Ishares MSCI Australia ETF (EWA) | 0.16% | 2.98% | 5.95% | - |
 Aviva (AV.L) | 0.16% | 1.66% | 9.2% | - |
 Cisco (CSCO) | 0.14% | 0% | 24.68% | 9/17/2024 |
 China Minsheng Bank (1988.HK) | 0.14% | 1.97% | 9.09% | - |
 Nio (NIO) | 0.14% | 0% | 81.6% | 2/3/2025 |
 HOCHTIEF (HOT.DE) | 0.14% | 0% | 9.85% | 4/4/2023 |
 Holcim (HOLN.ZU) | 0.13% | 0% | 8.33% | 3/21/2023 |
 Danske Bank (DANSKE.CO) | 0.13% | 1.75% | 10.5% | - |
 PepsiCo (PEP) | 0.13% | 0% | 6.28% | 3/1/2023 |
 Kellanova (K) | 0.13% | 0% | 9.42% | 3/31/2023 |
 NN Group (NN.NV) | 0.13% | 1.52% | 10.5% | - |
 UPM (UPM.HE) | 0.13% | 0% | 7.68% | 3/15/2023 |
 China Mobile (0941.HK) | 0.13% | 0% | 6.93% | 3/7/2023 |
 ABC (1288.HK) | 0.13% | 1.58% | 9.09% | - |
 NVIDIA (NVDA) | 0.12% | 0% | 14.29% | 5/16/2023 |
 BoCom (3328.HK) | 0.12% | 1.53% | 9.09% | - |
 Plug Power (PLUG) | 0.12% | 0% | 80.3% | 1/22/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.12% | 0% | 9.09% | 3/28/2023 |
 Colgate (CL) | 0.1% | 0% | 10.61% | 4/11/2023 |
 Deutsche Telekom (DTE.DE) | 0.1% | 0% | 9.09% | 3/28/2023 |
 Air Liquide (AI.PA) | 0.09% | 0% | 12.77% | 5/2/2023 |
 T-Mobile (TMUS) | 0.09% | 0% | 9.42% | 3/31/2023 |
 Iberdrola (IBE.MC) | 0.09% | 0% | 9.09% | 3/28/2023 |
 Mondelez (MDLZ) | 0.09% | 0% | 9.09% | 3/28/2023 |
 Raytheon (RTX) | 0.09% | 0% | 9.09% | 3/28/2023 |
 Dow (DOW) | 0.09% | 1.49% | 5.95% | - |
 McDonald's (MCD) | 0.09% | 0% | 9.09% | 3/28/2023 |
 Walmart (WMT) | 0.09% | 0% | 9.42% | 3/31/2023 |
 Target (TGT) | 0.08% | 0% | 11.58% | 3/4/2024 |
 Apple (AAPL) | 0.08% | 0% | 12.66% | 5/1/2023 |
 Carrefour (CA.PA) | 0.08% | 1.53% | 5.95% | - |
 Novartis (NVS) | 0.08% | 0% | 9.09% | 3/28/2023 |
 Chicago Atlantic (REFI) | 0.08% | 1.36% | 5.84% | - |
 FuelCell Energy (FCEL) | 0.08% | 0% | 80.3% | 1/22/2025 |
 iShares MSCI Australia UCITS ETF (IBC6.DE) | 0.08% | 0% | 5.19% | 7/16/2025 |
 Ballard Power (BLDP) | 0.07% | 0% | 84.63% | 3/3/2025 |
 Swedbank (SWED-A.ST) | 0.07% | 0% | 4% | 2/8/2023 |
 Nestle (NESN.ZU) | 0.07% | 0% | 7.68% | 3/15/2023 |
 Procter & Gamble (PG) | 0.07% | 0% | 8.23% | 3/20/2023 |
 Mercedes-Benz (MBG.DE) | 0.07% | 0% | 7.47% | 3/13/2023 |
 Linde (LIN) | 0.07% | 0% | 7.79% | 3/16/2023 |
 Wheaton Precious Metals (WPM) | 0.07% | 0% | 8.23% | 3/20/2023 |
 China Railway Construction (1186.HK) | 0.06% | 0% | 7.9% | 3/17/2023 |
 MCC (1618.HK) | 0.06% | 0% | 7.9% | 3/17/2023 |
 Southern Copper (SCCO) | 0.06% | 0% | 6.93% | 3/7/2023 |
 Merck (MRK) | 0.06% | 0% | 2.81% | 1/27/2023 |
 General Dynamics (GD) | 0.06% | 0% | 6.82% | 3/6/2023 |
 Starbucks (SBUX) | 0.05% | 0% | 12.34% | 4/28/2023 |
 China Communications Construction (1800.HK) | 0.05% | 0% | 6.93% | 3/7/2023 |
 Fortis (FTS) | 0.05% | 0% | 7.58% | 3/14/2023 |
 BW LPG (BWLPG.OL) | 0.05% | 0% | 6.28% | 3/1/2023 |
 Nordea (NDA_SE.ST) | 0.05% | 1.72% | 4.44% | - |
 NNN (NNN) | 0.04% | 0% | 6.39% | 3/2/2023 |
 MMC Norilsk Nickel OJSC-ADR (MNODL.L) | 0.04% | 0.03% | 100% | - |
 Eli Lilly (LLY) | 0.03% | 0% | 3.25% | 2/1/2023 |
 WP Carey (WPC) | 0.03% | 0% | 4.11% | 2/9/2023 |
 LVMH (MC.PA) | 0.03% | 0.25% | 10.82% | - |
 BHP (BHP) | 0.03% | 0% | 3.35% | 2/2/2023 |
 Altria (MO) | 0.03% | 0% | 7.79% | 3/16/2023 |
 Air Products (APD) | 0.03% | 0% | 3.35% | 2/2/2023 |
 Hapag-Lloyd (HLAG.DE) | 0.03% | 0% | 6.93% | 3/7/2023 |
 ASML (ASML) | 0.02% | 0% | 3.03% | 1/30/2023 |
 Sanofi (SAN.PA) | 0.02% | 0% | 7.03% | 3/8/2023 |
 Scotiabank (BNS) | 0.02% | 0% | 6.82% | 3/6/2023 |
 JPMorgan (JPM) | 0.02% | 0% | 6.39% | 3/2/2023 |
 Leonardo (LDO.MI) | 0.02% | 0% | 3.79% | 5/12/2025 |
 Kongsberg Gruppen ASA (KOG.OL) | 0.01% | 0% | 3.9% | 5/13/2025 |
 Zijin Mining (2899.HK) | 0.01% | 0% | 2.06% | 1/20/2023 |
 Dassault Aviation (AM.PA) | 0.01% | 0% | 1.73% | 4/23/2025 |
 Lockheed Martin (LMT) | 0.01% | 0% | 1.3% | 1/13/2023 |
 Norsk Hydro (NHY.OL) | 0.01% | 0% | 1.84% | 1/18/2023 |
 Home Depot (HD) | 0.01% | 0% | 6.82% | 3/6/2023 |
 Crypto 10 Index (Crypto10) | 0.01% | 2.16% | 0.54% | - |
 Rheinmetall (RHM.DE) | 0.01% | 0% | 0.87% | 4/15/2025 |
 Aurubis (NDA.DE) | 0.01% | 0% | 0.87% | 1/9/2023 |
 Varta (VAR1.DE) | 0% | 0% | 0.22% | 7/24/2024 |
 Nucor (NUE) | 0% | 0% | 0.76% | 4/15/2025 |
 Autozone (AZO) | 0% | 0% | 0.65% | 4/14/2025 |
 Merck (MRK.DE) | 0% | 0% | 0.22% | 12/8/2023 |
 Sberbank Moscow (SBER.MOEX) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core High Dividend ETF (HDV) | 4.07% | 6.15% |
| iShares MSCI India ETF (INDA) | 4.33% | 6.14% |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 4.07% | 5.96% |
| iShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE) | 4.07% | 5.78% |
| CCB (0939.HK) | 2.39% | 3.66% |
| iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) | 2.39% | 3.27% |
| SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 2.39% | 3.22% |
| Johnson & Johnson (JNJ) | 2.39% | 2.87% |
| Realty Income (O) | 2.39% | 2.62% |
| Simon (SPG) | 1.2% | 2.37% |
| Rio Tinto (RIO) | 2.39% | 2.28% |
| Verizon (VZ) | 2.39% | 2.28% |
| Anglo American (AAL.L) | 2.39% | 2.25% |
| Roche (ROG.ZU) | 2.39% | 2.25% |
| Cummins (CMI) | 1.2% | 2.19% |
| BASF (BAS.DE) | 2.39% | 2.18% |
| Poste Italiane (PST.MI) | 1.2% | 2.01% |
| Weyerhaeuser (WY) | 1.91% | 2.01% |
| IBM (IBM) | 1.2% | 1.92% |
| iShares Automation & Robotics UCITS ETF (2B76.DE) | 1.2% | 1.88% |
| Kimberly-Clark (KMB) | 1.2% | 1.77% |
| Bitcoin (BTC) | 1.48% | 1.76% |
| Societe Generale (GLE.PA) | 1.2% | 1.74% |
| AGNC (AGNC) | 2.39% | 1.72% |
| Coca-Cola (KO) | 1.2% | 1.72% |
| iShares US Aerospace & Defense ETF (ITA) | 1.2% | 1.71% |
| T. Rowe Price (TROW) | 1.2% | 1.71% |
| Vale (VALE) | 2.87% | 1.61% |
| Covestro (1COV.DE) | 1.2% | 1.53% |
| Sea (SE) | 1.68% | 1.52% |
| Sartorius (SRT.DE) | 2.39% | 1.47% |
| Vodafone (VOD) | 2.39% | 1.47% |
| STAG (STAG) | 1.2% | 1.45% |
| QIAGEN (QIA.DE) | 1.2% | 1.43% |
| Blackstone Mortgage Trust (BXMT) | 1.2% | 1.21% |
| Medtronic (MDT.US) | 1.2% | 1.07% |
| Deutsche Post (DHL.DE) | 1.2% | 1.06% |
| PayPal (PYPL) | 2.39% | 0.96% |
| Pfizer (PFE) | 1.2% | 0.8% |
| Skyworks (SWKS) | 1.2% | 0.79% |
| Global X Lithium & Battery Tech ETF (LIT) | 1.2% | 0.79% |
| Ford (F) | 1.2% | 0.78% |
| Block Inc. (XYZ) | 1.44% | 0.76% |
| ThyssenKrupp (TKA.DE) | 1.2% | 0.74% |
| Maersk (MAERSKB.CO) | 0.72% | 0.65% |
| Orsted (ORSTED.CO) | 1.2% | 0.63% |
| Intel (INTC) | 1.2% | 0.63% |
| Nel (NEL.OL) | 1.2% | 0.53% |
| Baidu (BIDU) | 1.2% | 0.52% |
| Porsche (PAH3.DE) | 0.72% | 0.51% |
| Umicore (UMI.BR) | 1.2% | 0.48% |
| SpartanNash (SPTN) | 0.48% | 0.45% |
| Country Garden (2007.HK) | 1.2% | 0.27% |
| American Tower (AMT) | 0.24% | 0.23% |
| Nio (NIO) | 0.48% | 0.11% |
| Plug Power (PLUG) | 1.2% | 0.06% |
| Ballard Power (BLDP) | 0.72% | 0.04% |
| MMC Norilsk Nickel OJSC-ADR (MNODL.L) | 2.39% | 0.04% |
| FuelCell Energy (FCEL) | 1.2% | 0.02% |
| Sberbank Moscow (SBER.MOEX) | 0% | 0% |