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Portfolio Diversification
Range
Most Diversified
12 instruments
March 6, 2024
Least Diversified
0 instruments
October 21, 2025
Average
9.8 instruments
Most Consistent Holdings
Top 5
SPY5.L98.48%
UDVD.L98.48%
SWDA.L98.48%
ISF.L98.48%
IUSA.L98.48%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since September 23, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 21.5% | 22.87% | 98.48% | - |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 14.3% | 10% | 98.48% | - |
| SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 12.82% | 8.31% | 98.48% | - |
| SPDR S&P 500 UCITS ETF (SPY5.L) | 11.57% | 14.54% | 98.48% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 10.23% | 12.07% | 98.48% | - |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 7.47% | 8.3% | 98.48% | - |
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 5.94% | 5.5% | 98.48% | - |
 Xtrackers MSCI India Swap UCITS ETF (XCX5.L) | 5.56% | 4.59% | 98.04% | - |
 iShares MSCI Japan EUR Hedged UCITS ETF (IJPE.L) | 3.41% | 6.6% | 82.07% | - |
 iShares MSCI Taiwan UCITS ETF (ITWN.L) | 3.38% | 6.4% | 82.07% | - |
 Bitcoin (BTC) | 1.97% | 0% | 22.17% | 4/15/2024 |
 Invesco QQQ (QQQ) | 0.05% | 0% | 7.83% | 4/15/2024 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 22.75% | 22.54% |
| SPDR S&P 500 UCITS ETF (SPY5.L) | 14.8% | 14.47% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 11.43% | 11.98% |
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 10.22% | 10.67% |
| SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 9.27% | 8.36% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 7.79% | 7.61% |
| iShares MSCI Japan EUR Hedged UCITS ETF (IJPE.L) | 5.8% | 5.98% |
| iShares MSCI Taiwan UCITS ETF (ITWN.L) | 5.66% | 5.69% |
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 5.69% | 5.62% |
| Xtrackers MSCI India Swap UCITS ETF (XCX5.L) | 6.42% | 5.19% |
Cash & Instruments Over Time
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