How dependent is my income on a few holdings?
An income question asks what a portfolio pays out: dividends, interest and distributions. The answer looks at what was actually received over a period, and at the yield that implies against what the positions cost or are worth now.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here’s how concentrated your dividend income is, and which holdings provide it.
| Asset | Dividend income (€) | Share of dividend income (%) |
|---|---|---|
| Deutsche Lufthansa AG | 330,00 € | 100,00% |
Summary: all dividend payments in the reported period came from Deutsche Lufthansa AG (100,00% of income). In the last 12 months total dividend income is 330,00 €, which is +0,36% yield on current portfolio value and +0,47% yield on cost.
Notes:
- The table shows cash dividends only for the period 13/05/2026; other holdings did not pay dividends in that window.
- If you ask for a different date range I can show concentration for that period.
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See this for your own portfolio
The assistant answers the same question about your own holdings, with your figures and today’s prices. Import from your broker, or open the demo portfolio and ask it there.