Portfolio Diversification
Range
Most Diversified
42 instruments
September 26, 2025
Least Diversified
0 instruments
February 2, 2025
Average
16.6 instruments
Most Consistent Holdings
Top 5
VOW3.DE99.93%
ENI.MI93.66%
ENEL.MI91.08%
G.MI79.59%
BGN.MI79.59%
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 |
|---|---|---|---|---|
 DividendGrowth | 6.46% | 0% | 21.74% | 2/9/2023 |
| Volkswagen (VOW3.DE) | 6.17% | 6.6% | 99.93% | - |
 Ethereum (ETH) | 5.33% | 1.31% | 67.43% | - |
| Eni (ENI.MI) | 4.88% | 0% | 93.66% | 8/7/2025 |
| Enel (ENEL.MI) | 4.07% | 0% | 91.08% | 6/23/2025 |
| Banca Generali (BGN.MI) | 4.04% | 0% | 79.59% | 1/27/2025 |
| Generali (G.MI) | 3.95% | 0% | 79.59% | 1/27/2025 |
 UnipolSai Assicurazioni SPA (US.MI) | 3.67% | 0% | 55.05% | 2/16/2024 |
 Unipol (UNI.MI) | 3.19% | 0% | 48.05% | 11/13/2023 |
 Stellantis (STLAM.MI) | 2.64% | 4.58% | 58.22% | - |
 SPDR S&P 500 ETF (SPY) | 2.5% | 0% | 13.04% | 10/14/2024 |
 Realty Income (O) | 2.41% | 4.81% | 50.11% | - |
 Home Depot (HD) | 2.04% | 0% | 30.36% | 3/13/2023 |
 Poste Italiane (PST.MI) | 2.01% | 0.64% | 60.87% | - |
 Bitcoin (BTC) | 2% | 0% | 33.09% | 2/28/2024 |
 Intesa Sanpaolo (ISP.MI) | 1.94% | 0% | 55.86% | 4/23/2025 |
 Ishares MSCI Australia ETF (EWA) | 1.69% | 0% | 22.03% | 12/11/2023 |
 Pfizer (PFE) | 1.67% | 2.95% | 50.18% | - |
 iShares MSCI India ETF (INDA) | 1.59% | 0% | 19.16% | 11/2/2023 |
 Lowe's (LOW) | 1.57% | 0% | 22.48% | 11/16/2022 |
 Schwab US Dividend Equity ETF (SCHD) | 1.51% | 6.28% | 39.5% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 1.48% | 6.97% | 24.02% | - |
 Coca-Cola (KO) | 1.32% | 2.63% | 49.52% | - |
 PepsiCo (PEP) | 1.26% | 3.99% | 46.43% | - |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 1.19% | 0% | 5.01% | 9/12/2023 |
 Vanguard Dividend Appreciation ETF (VIG) | 1.12% | 4.65% | 38.76% | - |
 iShares TIPS Bond ETF (TIP) | 1.02% | 0% | 30.51% | 8/7/2025 |
 STAG (STAG) | 0.94% | 4.04% | 38.54% | - |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.87% | 4.43% | 22.62% | - |
 LVMH (MC.PA) | 0.58% | 3.72% | 28.22% | - |
 McDonald's (MCD) | 0.56% | 0% | 26.09% | 1/7/2025 |
 AussieEconomy | 0.37% | 0% | 5.6% | 2/9/2023 |
 Ternium (TX) | 0.34% | 1.76% | 22.62% | - |
 UPS (UPS) | 0.31% | 2.32% | 19.16% | - |
 iShares EUR High Yield Corp Bond UCITS ETF (EUNW.DE) | 0.29% | 6.28% | 5.08% | - |
 iShares MSCI EM Latin America UCITS ETF (IUSC.DE) | 0.28% | 5.69% | 5.08% | - |
 Hera (HER.MI) | 0.22% | 0% | 26.75% | 4/23/2025 |
 Philip Morris (PM) | 0.16% | 1.23% | 13.12% | - |
 Cardano (ADA) | 0.13% | 0% | 1.77% | 2/10/2022 |
 Global X Uranium ETF (URA) | 0.13% | 0% | 11.86% | 10/4/2024 |
 iShares USD Treasury Bond 7-10yr UCITS ETF (IUSM.DE) | 0.12% | 0% | 4.64% | 4/4/2025 |
 EDP (EDP.LSB) | 0.07% | 1.29% | 5.53% | - |
 Afry AB (AFRY.ST) | 0.07% | 2.09% | 3.91% | - |
 Vonovia (VNA.DE) | 0.06% | 1.26% | 5.53% | - |
 Engie (ENGI.PA) | 0.06% | 1.11% | 5.53% | - |
 PLDT (PHI) | 0.06% | 1.29% | 5.53% | - |
 iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 0.06% | 2.21% | 4.13% | - |
 Snam (SRG.MI) | 0.05% | 1.1% | 5.53% | - |
 Iren (IRE.MI) | 0.05% | 0.92% | 5.53% | - |
 Telstra (TLS.ASX) | 0.04% | 0.63% | 5.45% | - |
 Verizon (VZ) | 0.03% | 1.03% | 8.62% | - |
 Chevron (CVX) | 0.02% | 0.23% | 8.62% | - |
 Allianz (ALV.DE) | 0.02% | 0.22% | 8.55% | - |
 Rio Tinto (RIO) | 0.02% | 0.69% | 5.53% | - |
 Xtrackers MSCI World Energy UCITS ETF (XDW0.DE) | 0.02% | 0% | 0.37% | 8/13/2025 |
 Rai Way (RWAY.MI) | 0.02% | 0.64% | 5.53% | - |
 KT (KT) | 0.02% | 0.64% | 5.53% | - |
 Ping An (2318.HK) | 0.02% | 0.43% | 5.45% | - |
 Enbridge (ENB) | 0.02% | 0.64% | 5.53% | - |
 TELUS (TU) | 0.02% | 0.63% | 5.53% | - |
 Itau Unibanco (ITUB) | 0.02% | 0.45% | 5.53% | - |
 Johnson & Johnson (JNJ) | 0.01% | 0.24% | 5.53% | - |
 Mapfre (MAP.MC) | 0.01% | 0.23% | 5.53% | - |
 Eurazeo (RF.PA) | 0.01% | 0.23% | 5.53% | - |
 Terra Classic (LUNC) | 0.01% | 0% | 8.4% | 9/9/2022 |
 China Railway (0390.HK) | 0.01% | 0% | 4.64% | 10/10/2025 |
 MFE (MFEB.MI) | 0% | 1.07% | 0.29% | - |
 Banco BPM (BAMI.MI) | 0% | 0% | 1.69% | 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% |