One portfolio. Six ways to actually understand it.
A real 14-holding portfolio, tracked with the analytics your broker does not have: an at-a-glance dashboard, performance against a real benchmark, forward income, sector and country allocation with ETF look-through, a combined Dividend Health score, and an honest valuation verdict.
Everything about your portfolio, at a glance
One view of value, yield, and every upcoming dividend and earnings date across all 14 holdings, always converted to EUR.
Upcoming dividends
Next payments, in EUR
| Ticker | Pay date | Est. total | Status |
|---|---|---|---|
| O.US | 15 Jul 26 | €18.97 | Declared |
| JPM.US | 31 Jul 26 | €19.68 | Declared |
| ASML.AS | 10 Aug 26 | €12.80 | Estimated |
| ABBV.US | 14 Aug 26 | €30.27 | Announced |
Upcoming earnings
Next reports
| Ticker | Expected | EPS est. |
|---|---|---|
| ASML.AS | 15 Jul 26 | n/a |
| JNJ.US | 15 Jul 26 | $2.85 |
| KO.US | 21 Jul 26 | $0.93 |
| ADP.US | 29 Jul 26 | $2.60 |
| MSFT.US | 29 Jul 26 | $4.24 |
| SHEL.LSE | 30 Jul 26 | n/a |
| ABBV.US | 30 Jul 26 | $3.77 |
| O.US | 03 Aug 26 | $0.40 |
| PG.US | 04 Aug 26 | $1.44 |
| ALV.XETRA | 07 Aug 26 | n/a |
Real returns, benchmarked against STOXX Europe 600 (Amundi)
Time-weighted and money-weighted returns, volatility-adjusted with the Sharpe ratio, and an honest comparison against a real benchmark, not a cherry-picked one.
Every euro landing in the next 12 months
Forward-looking income built from real ex-dates, not a frequency guess: monthly payers like O.US, quarterly names like JPM.US and ABBV.US, and semi-annual payers like ASML.AS all land on the month they actually pay.
Upcoming dividend payments
next 35 days, EURIncome totals, this fiscal year
See through your ETFs
Sector, country, and currency exposure across every holding, with a look-through into fund holdings like VWRL so their real weights count where they actually sit, not as one opaque line.
Look-through into VWRL
VWRL is one holding line in this portfolio, but its own published sector weights are pulled apart and folded into the right sector bucket rather than left opaque. In the sector view alone, that is 11 sector buckets VWRL contributes to; across sector and country views combined, that is 44 look-through rows built from one ETF holding, not 44 separate underlying companies.
VWRL's own sector weights (top 4)
One score for the whole portfolio's dividend health
Every holding's Dividend Health Score rolled into a single income-weighted view, with a full month by month history and exactly which holdings moved it.
Score history
What changed
2026-06 to 2026-07: 0.0 pts
- 0.0ABBV.USscore 67 to 67, income weight 8.4%
- 0.0ADP.USscore 78 to 78, income weight 4.0%
- 0.0ALV.XETRAscore 69 to 69, income weight 14.2%
- 0.0ASML.ASscore 87 to 87, income weight 4.1%
- 0.0JNJ.USscore 82 to 82, income weight 9.6%
- 0.0weight shiftincome-weight changes across holdings
- 0.0coveragerated coverage 96.7% to 96.7%
- 0.0roundingSmaller moves and rounding
Drivers sum to the total change: 0.0 pts
Cheap, fair, or rich right now?
The portfolio's combined value against its expected value from five years of its own holdings' history. An honest verdict, even when it is not the rosy one.
May be overvalued
13 of 14 holdings rated
Your dividend income, mapped.
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