Portfolio Diversification
Range
Most Diversified
6 instruments
November 5, 2024
Least Diversified
0 instruments
October 22, 2024
Average
2 instruments
Most Consistent Holdings
Top 5
SWDA.L23.3%
IQQ0.DE23.3%
INDA23.3%
IUSN.DE23.3%
ILTB16.75%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since November 11, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| 69.44% | 0% | 72.77% | 10/21/2024 | |
| iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 5.02% | 0% | 23.3% | 2/1/2025 |
| iShares Edge MSCI World Minimum Volatility UCITS ETF USD (IQQ0.DE) | 4.9% | 0% | 23.3% | 2/1/2025 |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 3.68% | 0% | 23.3% | 2/1/2025 |
| iShares MSCI India ETF (INDA) | 3.38% | 0% | 23.3% | 2/1/2025 |
| iShares Core 10+ Year USD Bond ETF (ILTB) | 3.31% | 0% | 16.75% | 1/7/2025 |
 iShares MSCI China ETF (MCHI) | 1.55% | 0% | 16.75% | 1/7/2025 |
 Grupo Supervielle (SUPV.US) | 0.27% | 0% | 3.93% | 2/1/2025 |
 AMD (AMD) | 0.02% | 0% | 0.26% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 20.07% | 21.36% |
| iShares Edge MSCI World Minimum Volatility UCITS ETF USD (IQQ0.DE) | 20.07% | 21.08% |
| iShares Core 10+ Year USD Bond ETF (ILTB) | 20.06% | 19.71% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 14.74% | 15.92% |
| iShares MSCI India ETF (INDA) | 14.74% | 14.58% |
| iShares MSCI China ETF (MCHI) | 9.7% | 9.31% |