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Portfolio Diversification
Range
Most Diversified
36 instruments
January 12, 2025
Least Diversified
0 instruments
January 1, 2024
Average
18.4 instruments
Most Consistent Holdings
Top 5
T52.9%
VZ52.9%
ALV.DE52.9%
VOW3.DE52.9%
CS.PA52.9%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Intesa Sanpaolo (ISP.MI) | 8.98% | 14.86% | 52.9% | - |
 Enel (ENEL.MI) | 5.14% | 10.13% | 52.9% | - |
 Poste Italiane (PST.MI) | 4.93% | 9.51% | 52.9% | - |
 BMPS (BMPS.MI) | 4.62% | 9.49% | 45.47% | - |
 UniCredit (UCG.MI) | 3.66% | 6.8% | 52.9% | - |
 Unipol (UNI.MI) | 3.33% | 6.29% | 52.9% | - |
| AT&T (T) | 1.26% | 1.22% | 52.9% | - |
 Hera (HER.MI) | 1.2% | 2.1% | 52.9% | - |
 Saipem (SPM.MI) | 1.16% | 4.7% | 35.26% | - |
 Banco BPM (BAMI.MI) | 0.94% | 1.65% | 52.9% | - |
 Dongfeng (0489.HK) | 0.91% | 2.35% | 52.9% | - |
 A2A (A2A.MI) | 0.89% | 1.84% | 52.9% | - |
 Vanguard S&P 500 ETF (VOO) | 0.89% | 1.35% | 52.9% | - |
 British American Tobacco (BTI) | 0.82% | 1.59% | 52.9% | - |
 Medical Properties Trust (MPT) | 0.81% | 1.47% | 52.9% | - |
 CIBC (CM) | 0.78% | 1.74% | 52.64% | - |
 Iberdrola (IBE.MC) | 0.73% | 1.46% | 52.9% | - |
 Tesco (TSCO.L) | 0.64% | 1.23% | 52.9% | - |
 Engie (ENGI.PA) | 0.61% | 1.38% | 52.9% | - |
| Allianz (ALV.DE) | 0.61% | 0.99% | 52.9% | - |
| AXA (CS.PA) | 0.61% | 0.96% | 52.9% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.6% | 0% | 10.45% | 4/4/2025 |
 AbbVie (ABBV) | 0.59% | 1.1% | 52.9% | - |
 Snam (SRG.MI) | 0.59% | 1.24% | 52.9% | - |
 Realty Income (O) | 0.57% | 1.05% | 52.9% | - |
 Pembina (PBA) | 0.56% | 1.08% | 52.9% | - |
 Enterprise Products (EPD) | 0.56% | 1.09% | 52.52% | - |
 Ares Capital (ARCC) | 0.56% | 0.81% | 52.9% | - |
| Verizon (VZ) | 0.55% | 1.09% | 52.9% | - |
 Piaggio (PIA.MI) | 0.5% | 0.7% | 52.77% | - |
 Enbridge (ENB) | 0.45% | 0.88% | 52.9% | - |
 JinkoSolar (JKS) | 0.42% | 1.07% | 35.77% | - |
| Volkswagen (VOW3.DE) | 0.39% | 0.59% | 52.9% | - |
 Rio Tinto (RIO) | 0.25% | 0% | 41.81% | 12/9/2025 |
 Inwit (INW.MI) | 0.22% | 3.11% | 11.21% | - |
 PayPal (PYPL) | 0.18% | 0% | 29.97% | 11/18/2025 |
 Terra Classic (LUNC) | 0.17% | 0% | 38.54% | 11/13/2025 |
 iShares Core High Dividend ETF (HDV) | 0.12% | 0% | 10.45% | 4/4/2025 |
 ACEA (ACE.MI) | 0.09% | 0% | 6.93% | 3/7/2025 |
 Novo-Nordisk (NVO) | 0.09% | 0% | 7.3% | 3/10/2025 |
 Terra 2.0 (LUNA2) | 0% | 0% | 1.01% | 1/19/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Intesa Sanpaolo (ISP.MI) | 14.18% | 16.73% |
| BMPS (BMPS.MI) | 12.99% | 11.83% |
| Enel (ENEL.MI) | 10.24% | 9.23% |
| Poste Italiane (PST.MI) | 7.79% | 9.2% |
| UniCredit (UCG.MI) | 5.2% | 7.17% |
| Unipol (UNI.MI) | 3.9% | 6.62% |
| Saipem (SPM.MI) | 5.2% | 3.4% |
| Dongfeng (0489.HK) | 1.3% | 2.08% |
| Hera (HER.MI) | 2.56% | 1.98% |
| AT&T (T) | 2.6% | 1.95% |
| Banco BPM (BAMI.MI) | 1.3% | 1.84% |
| A2A (A2A.MI) | 2.6% | 1.78% |
| CIBC (CM) | 1.3% | 1.53% |
| British American Tobacco (BTI) | 1.3% | 1.5% |
| Inwit (INW.MI) | 2.34% | 1.5% |
| Iberdrola (IBE.MC) | 1.3% | 1.36% |
| Vanguard S&P 500 ETF (VOO) | 1.3% | 1.32% |
| Medical Properties Trust (MPT) | 3.03% | 1.3% |
| JinkoSolar (JKS) | 1.3% | 1.14% |
| Engie (ENGI.PA) | 1.23% | 1.13% |
| Tesco (TSCO.L) | 1.17% | 1.12% |
| Allianz (ALV.DE) | 1.27% | 1.09% |
| AbbVie (ABBV) | 1.3% | 1.05% |
| Snam (SRG.MI) | 1.3% | 1.04% |
| AXA (CS.PA) | 1.3% | 1.01% |
| Pembina (PBA) | 1.3% | 0.89% |
| Realty Income (O) | 1.3% | 0.89% |
| Enterprise Products (EPD) | 1.3% | 0.89% |
| Ares Capital (ARCC) | 1.3% | 0.84% |
| Verizon (VZ) | 1.3% | 0.84% |
| Piaggio (PIA.MI) | 1.3% | 0.76% |
| Enbridge (ENB) | 1% | 0.75% |
| Volkswagen (VOW3.DE) | 1.3% | 0.67% |
Cash & Instruments Over Time
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