Portfolio Diversification
Range
Most Diversified
24 instruments
December 18, 2024
Least Diversified
0 instruments
February 2, 2025
Average
14.3 instruments
Most Consistent Holdings
Top 5
VOW3.DE99.91%
ENEL.MI99.91%
ENI.MI99%
G.MI98.54%
BGN.MI98.54%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 DividendGrowth | 7.99% | 0% | 26.92% | 2/9/2023 |
| Volkswagen (VOW3.DE) | 5.77% | 0% | 99.91% | 2/1/2025 |
| Eni (ENI.MI) | 5.31% | 0% | 99% | 2/1/2025 |
| Banca Generali (BGN.MI) | 5.01% | 0% | 98.54% | 1/27/2025 |
| Generali (G.MI) | 4.89% | 0% | 98.54% | 1/27/2025 |
| Enel (ENEL.MI) | 4.68% | 0% | 99.91% | 2/1/2025 |
 UnipolSai Assicurazioni SPA (US.MI) | 4.55% | 0% | 68.16% | 2/16/2024 |
 Ethereum (ETH) | 4.38% | 0% | 63.69% | 2/1/2025 |
 Unipol (UNI.MI) | 3.94% | 0% | 59.49% | 11/13/2023 |
 SPDR S&P 500 ETF (SPY) | 3.1% | 0% | 16.15% | 10/14/2024 |
 Home Depot (HD) | 2.52% | 0% | 37.59% | 3/13/2023 |
 Bitcoin (BTC) | 2.47% | 0% | 40.97% | 2/28/2024 |
 Poste Italiane (PST.MI) | 2.3% | 0% | 61.86% | 2/1/2025 |
 Intesa Sanpaolo (ISP.MI) | 2.26% | 0% | 61.86% | 2/1/2025 |
 Stellantis (STLAM.MI) | 2.24% | 0% | 48.27% | 2/1/2025 |
 Ishares MSCI Australia ETF (EWA) | 2.09% | 0% | 27.28% | 12/11/2023 |
 iShares MSCI India ETF (INDA) | 1.96% | 0% | 23.72% | 11/2/2023 |
 Lowe's (LOW) | 1.94% | 0% | 27.83% | 11/16/2022 |
 Realty Income (O) | 1.84% | 0% | 38.23% | 2/1/2025 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 1.48% | 0% | 6.2% | 9/12/2023 |
 Pfizer (PFE) | 1.4% | 0% | 38.32% | 2/1/2025 |
 Coca-Cola (KO) | 0.86% | 0% | 37.5% | 2/1/2025 |
 PepsiCo (PEP) | 0.76% | 0% | 33.67% | 2/1/2025 |
 McDonald's (MCD) | 0.69% | 0% | 32.3% | 1/7/2025 |
 AussieEconomy | 0.46% | 0% | 6.93% | 2/9/2023 |
 iShares TIPS Bond ETF (TIP) | 0.38% | 0% | 20.8% | 2/1/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.35% | 0% | 25.09% | 2/1/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.34% | 0% | 24.18% | 2/1/2025 |
 STAG (STAG) | 0.27% | 0% | 23.91% | 2/1/2025 |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.17% | 0% | 5.93% | 2/1/2025 |
 Cardano (ADA) | 0.16% | 0% | 2.19% | 2/10/2022 |
 Hera (HER.MI) | 0.16% | 0% | 25.82% | 2/1/2025 |
 Global X Uranium ETF (URA) | 0.16% | 0% | 14.69% | 10/4/2024 |
 LVMH (MC.PA) | 0.13% | 0% | 11.31% | 1/16/2025 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.08% | 0% | 4.2% | 2/1/2025 |
 Philip Morris (PM) | 0.04% | 0% | 4.2% | 2/1/2025 |
 Ternium (TX) | 0.04% | 0% | 4.2% | 2/1/2025 |
 Terra Classic (LUNC) | 0.02% | 0% | 10.4% | 9/9/2022 |
 iShares USD Treasury Bond 7-10yr UCITS ETF (IUSM.DE) | 0% | 0% | 0.18% | 2/1/2025 |
 Banco BPM (BAMI.MI) | 0% | 0% | 2.1% | 5/15/2024 |
 Terra 2.0 (LUNA2) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Ethereum (ETH) | 5.58% | 6.91% |
| Volkswagen (VOW3.DE) | 6.48% | 5.15% |
| Stellantis (STLAM.MI) | 3.15% | 3.07% |
| Vanguard Dividend Appreciation ETF (VIG) | 2.78% | 2.83% |
| Schwab US Dividend Equity ETF (SCHD) | 2.78% | 2.79% |
| iShares TIPS Bond ETF (TIP) | 2.78% | 2.77% |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 2.78% | 2.76% |
| Eni (ENI.MI) | 2.78% | 2.69% |
| Realty Income (O) | 2.78% | 2.51% |
| Poste Italiane (PST.MI) | 1.85% | 2.07% |
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 1.85% | 1.86% |
| STAG (STAG) | 2.04% | 1.83% |
| Coca-Cola (KO) | 1.85% | 1.74% |
| PepsiCo (PEP) | 1.85% | 1.73% |
| Intesa Sanpaolo (ISP.MI) | 1.48% | 1.61% |
| Hera (HER.MI) | 1.48% | 1.52% |
| Pfizer (PFE) | 1.48% | 1.43% |
| LVMH (MC.PA) | 1.3% | 1.4% |
| Enel (ENEL.MI) | 1.3% | 1.36% |
| Philip Morris (PM) | 0.93% | 0.9% |
| Banca Generali (BGN.MI) | 0.74% | 0.86% |
| Ternium (TX) | 0.74% | 0.73% |
| Generali (G.MI) | 0.56% | 0.64% |
| McDonald's (MCD) | 0.37% | 0.41% |