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Portfolio Diversification
Range
Most Diversified
44 instruments
October 25, 2025
Least Diversified
0 instruments
February 2, 2025
Average
17.8 instruments
Most Consistent Holdings
Top 5
VOW3.DE99.72%
ENI.MI87.72%
ENEL.MI85.3%
G.MI74.53%
BGN.MI74.53%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Volkswagen (VOW3.DE) | 6.17% | 5.78% | 99.72% | - |
 DividendGrowth | 6.05% | 0% | 20.36% | 2/9/2023 |
 Ethereum (ETH) | 5.2% | 0% | 68.81% | 1/14/2026 |
| Eni (ENI.MI) | 4.57% | 0% | 87.72% | 8/7/2025 |
| Enel (ENEL.MI) | 3.81% | 0% | 85.3% | 6/23/2025 |
| Banca Generali (BGN.MI) | 3.79% | 0% | 74.53% | 1/27/2025 |
| Generali (G.MI) | 3.7% | 0% | 74.53% | 1/27/2025 |
 UnipolSai Assicurazioni SPA (US.MI) | 3.44% | 0% | 51.55% | 2/16/2024 |
 Unipol (UNI.MI) | 2.98% | 0% | 45% | 11/13/2023 |
 Stellantis (STLAM.MI) | 2.76% | 3.89% | 60.66% | - |
 Realty Income (O) | 2.53% | 3.11% | 53.07% | - |
 SPDR S&P 500 ETF (SPY) | 2.34% | 0% | 12.22% | 10/14/2024 |
 Home Depot (HD) | 1.91% | 0% | 28.43% | 3/13/2023 |
 Poste Italiane (PST.MI) | 1.9% | 0% | 58.45% | 11/11/2025 |
 Bitcoin (BTC) | 1.87% | 0% | 30.99% | 2/28/2024 |
 Intesa Sanpaolo (ISP.MI) | 1.82% | 0% | 52.31% | 4/23/2025 |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 1.76% | 5.32% | 28.64% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.76% | 5.68% | 43.13% | - |
 Pfizer (PFE) | 1.74% | 2.78% | 53.14% | - |
 Ishares MSCI Australia ETF (EWA) | 1.58% | 0% | 20.63% | 12/11/2023 |
 iShares MSCI India ETF (INDA) | 1.49% | 0% | 17.94% | 11/2/2023 |
 Lowe's (LOW) | 1.47% | 0% | 21.05% | 11/16/2022 |
 PepsiCo (PEP) | 1.41% | 3.79% | 49.62% | - |
 Coca-Cola (KO) | 1.4% | 2.89% | 52.52% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 1.28% | 0% | 41.96% | 1/14/2026 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 1.12% | 0% | 4.69% | 9/12/2023 |
 STAG (STAG) | 1.09% | 3.31% | 42.24% | - |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 1.06% | 3.99% | 27.19% | - |
 iShares TIPS Bond ETF (TIP) | 0.96% | 0% | 28.57% | 8/7/2025 |
 LVMH (MC.PA) | 0.74% | 2.15% | 32.57% | - |
 iShares EUR High Yield Corp Bond UCITS ETF (EUNW.DE) | 0.61% | 5.38% | 10.9% | - |
 iShares MSCI EM Latin America UCITS ETF (IUSC.DE) | 0.59% | 5.58% | 10.9% | - |
 McDonald's (MCD) | 0.53% | 0% | 24.43% | 1/7/2025 |
 Ternium (TX) | 0.45% | 0% | 27.26% | 1/20/2026 |
 UPS (UPS) | 0.38% | 0% | 21.6% | 12/16/2025 |
 AussieEconomy | 0.35% | 0% | 5.24% | 2/9/2023 |
 Philip Morris (PM) | 0.26% | 2.1% | 18.43% | - |
 iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 0.24% | 3.18% | 10.01% | - |
 Hera (HER.MI) | 0.21% | 0% | 25.05% | 4/23/2025 |
 Afry AB (AFRY.ST) | 0.17% | 1.73% | 9.8% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.17% | 5.28% | 6% | - |
 PLDT (PHI) | 0.17% | 1.9% | 11.32% | - |
 Vonovia (VNA.DE) | 0.16% | 2.53% | 11.32% | - |
 Alerian MLP ETF (AMLP) | 0.14% | 5.51% | 5.87% | - |
 EDP (EDP.LSB) | 0.14% | 0% | 10.49% | 1/9/2026 |
 Cardano (ADA) | 0.12% | 0% | 1.66% | 2/10/2022 |
 Global X Uranium ETF (URA) | 0.12% | 0% | 11.11% | 10/4/2024 |
 MFE (MFEB.MI) | 0.12% | 1.97% | 6.42% | - |
 iShares USD Treasury Bond 7-10yr UCITS ETF (IUSM.DE) | 0.11% | 0% | 4.35% | 4/4/2025 |
 Engie (ENGI.PA) | 0.11% | 0% | 9.73% | 12/29/2025 |
 Iren (IRE.MI) | 0.11% | 1.12% | 11.32% | - |
 Verizon (VZ) | 0.11% | 1.72% | 14.22% | - |
 TELUS (TU) | 0.08% | 1.6% | 11.18% | - |
 Rai Way (RWAY.MI) | 0.08% | 1.39% | 11.32% | - |
 Snam (SRG.MI) | 0.07% | 0% | 6.69% | 11/13/2025 |
 KT (KT) | 0.06% | 0.75% | 11.32% | - |
 Enbridge (ENB) | 0.05% | 0.91% | 11.32% | - |
 Telstra (TLS.ASX) | 0.05% | 0% | 7.87% | 12/4/2025 |
 Eurazeo (RF.PA) | 0.05% | 1.35% | 11.25% | - |
 Rio Tinto (RIO) | 0.04% | 0% | 8.76% | 12/15/2025 |
 Allianz (ALV.DE) | 0.03% | 0% | 9.94% | 11/21/2025 |
 Chevron (CVX) | 0.03% | 0% | 9.94% | 11/20/2025 |
 Itau Unibanco (ITUB) | 0.02% | 0% | 7.52% | 11/28/2025 |
 Johnson & Johnson (JNJ) | 0.02% | 0% | 7.52% | 11/28/2025 |
 Ping An (2318.HK) | 0.02% | 0% | 6% | 11/4/2025 |
 iShares FTSE MIB UCITS ETF (SXRY.DE) | 0.02% | 3.22% | 1.31% | - |
 Xtrackers MSCI World Energy UCITS ETF (XDW0.DE) | 0.02% | 0% | 0.35% | 8/13/2025 |
 Mapfre (MAP.MC) | 0.02% | 0% | 7.45% | 11/27/2025 |
 Terra Classic (LUNC) | 0.01% | 0% | 7.87% | 9/9/2022 |
 China Railway (0390.HK) | 0.01% | 0% | 4.35% | 10/10/2025 |
 TotalEnergies (TTE) | 0.01% | 1.14% | 0.83% | - |
 Main Street Capital (MAIN) | 0% | 0.55% | 0.48% | - |
 Hercules Capital (HTGC) | 0% | 0.54% | 0.48% | - |
 Ares Capital (ARCC) | 0% | 0.55% | 0.48% | - |
 F&G Annuities & Life (FG) | 0% | 0.35% | 0.48% | - |
 Black Stone Minerals (BSM) | 0% | 0.36% | 0.48% | - |
 Banco BPM (BAMI.MI) | 0% | 0% | 1.59% | 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
2026
| Instrument | Invested | Value |
|---|---|---|
| Volkswagen (VOW3.DE) | 7.38% | 6.58% |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 5.68% | 6.26% |
| Schwab US Dividend Equity ETF (SCHD) | 5.68% | 5.56% |
| iShares EUR High Yield Corp Bond UCITS ETF (EUNW.DE) | 5.68% | 5.52% |
| iShares MSCI EM Latin America UCITS ETF (IUSC.DE) | 4.73% | 5.32% |
| Stellantis (STLAM.MI) | 5.68% | 4.73% |
| Ethereum (ETH) | 5.3% | 4.66% |
| Realty Income (O) | 4.73% | 4.47% |
| Vanguard Dividend Appreciation ETF (VIG) | 3.78% | 4.09% |
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 3.78% | 3.99% |
| PepsiCo (PEP) | 4.16% | 3.8% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 3.78% | 3.6% |
| LVMH (MC.PA) | 3.03% | 3.41% |
| STAG (STAG) | 3.41% | 3.33% |
| Pfizer (PFE) | 3.41% | 3.15% |
| iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 2.84% | 3.08% |
| Alerian MLP ETF (AMLP) | 2.84% | 2.77% |
| Coca-Cola (KO) | 2.65% | 2.71% |
| Ternium (TX) | 1.89% | 2.22% |
| PLDT (PHI) | 1.89% | 1.93% |
| Vonovia (VNA.DE) | 2.08% | 1.9% |
| Philip Morris (PM) | 1.89% | 1.9% |
| MFE (MFEB.MI) | 1.89% | 1.88% |
| Afry AB (AFRY.ST) | 1.89% | 1.82% |
| TELUS (TU) | 1.7% | 1.58% |
| EDP (EDP.LSB) | 1.32% | 1.32% |
| Verizon (VZ) | 1.32% | 1.27% |
| Rai Way (RWAY.MI) | 1.32% | 1.25% |
| Iren (IRE.MI) | 0.95% | 0.92% |
| KT (KT) | 0.76% | 0.75% |
| Eurazeo (RF.PA) | 0.76% | 0.73% |
| Enbridge (ENB) | 0.57% | 0.57% |
Cash & Instruments Over Time
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