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Core-Equity
🇸🇪 Diversified ETF ETF Smart Portfolio.
4,142 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
December 20, 2023
Lowest Cash
November 20, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
18 instruments
January 3, 2024
Least Diversified
0 instruments
December 20, 2023
Average
14.9 instruments

Most Consistent Holdings

Top 5

avatarICGA.DE
97.78%
avatarISF.L
97.78%
avatarEDMU.DE
97.78%
avatarIUSQ.DE
97.78%
avatarSGAS.DE
97.78%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
November 20, 2024
Lowest Exposure
December 20, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
96.57%
Miscellaneous
0.14%

Top Countries

Top 5

Holdings over time

(Since December 20, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares MSCI USA ESG Enhanced UCITS ETFiShares MSCI USA ESG Enhanced UCITS ETF (EDMU.DE)
13.38%7.61%97.78%-
iShares MSCI USA ESG Screened UCITS ETFiShares MSCI USA ESG Screened UCITS ETF (SGAS.DE)
12.56%16.62%97.78%-
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSPX.L)
9.8%18.38%53.47%-
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (SXR8.DE)
8.17%0%44.31%11/19/2024
iShares MSCI USA UCITS ETFiShares MSCI USA UCITS ETF (SXR4.DE)
7.21%0%52.78%3/3/2025
iShares MSCI USA UCITS ETFiShares MSCI USA UCITS ETF (CSUS.L)
6.47%18.39%38.89%-
iShares MSCI EM ex China UCITS ETFiShares MSCI EM ex China UCITS ETF (84X0.DE)
5.58%10.82%83.33%-
iShares MSCI ACWI UCITS ETFiShares MSCI ACWI UCITS ETF (IUSQ.DE)
4.33%4.79%97.78%-
iShares Core MSCI EMU UCITS ETF EURiShares Core MSCI EMU UCITS ETF EUR (SXR7.DE)
4.21%0%58.75%3/3/2025
iShares Core MSCI Japan IMI UCITS ETFiShares Core MSCI Japan IMI UCITS ETF (EUNN.DE)
2.97%0%44.31%11/19/2024
iShares MSCI China UCITS ETFiShares MSCI China UCITS ETF (ICGA.DE)
2.9%2.87%97.78%-
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
2.81%0.81%97.78%-
iShares VII PLC - iShares MSCI EMU USD Hedged UCITS ETFiShares VII PLC - iShares MSCI EMU USD Hedged UCITS ETF (CEBP.DE)
2.74%2.94%39.03%-
iShares Core MSCI Japan IMI UCITS ETFiShares Core MSCI Japan IMI UCITS ETF (IJPA.L)
2.48%5.84%53.47%-
iShares MSCI Canada UCITS ETFiShares MSCI Canada UCITS ETF (SXR2.DE)
2.37%2.67%87.22%-
iShares Core MSCI Pacific ex-Japan UCITS ETFiShares Core MSCI Pacific ex-Japan UCITS ETF (SXR1.DE)
2.2%0.49%91.81%-
iShares S&P 500 Information Technology Sector UCITS ETFiShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE)
1.74%0%87.36%9/25/2025
iShares Edge S&P 500 Minimum Volatility UCITS ETFiShares Edge S&P 500 Minimum Volatility UCITS ETF (IBCK.DE)
1.6%1.15%83.33%-
iShares Edge MSCI USA Quality Factor UCITS ETFiShares Edge MSCI USA Quality Factor UCITS ETF (QDVB.DE)
0.84%2.06%39.03%-
iShares MSCI Japan EUR Hedged UCITS ETFiShares MSCI Japan EUR Hedged UCITS ETF (IJPE.L)
0.77%0%41.81%7/2/2025
iShares Core MSCI EM IMI UCITS ETFiShares Core MSCI EM IMI UCITS ETF (IS3N.DE)
0.38%0%5.97%2/14/2024
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IUIT.L)
0.28%1.63%10.42%-
iShares Edge MSCI USA Momentum Factor UCITS ETFiShares Edge MSCI USA Momentum Factor UCITS ETF (QDVA.DE)
0.22%0.54%39.03%-
iShares Edge MSCI World Minimum Volatility UCITS ETF USDiShares Edge MSCI World Minimum Volatility UCITS ETF USD (IQQ0.DE)
0.14%0%5.97%2/14/2024
iShares Physical Gold ETCiShares Physical Gold ETC (PPFB.DE)
0.14%0%14.44%3/3/2025
iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USDiShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (SXRG.DE)
0.12%0%5.97%2/14/2024
iShares MSCI Australia UCITS ETFiShares MSCI Australia UCITS ETF (IBC6.DE)
0.1%0%5.97%2/14/2024
iShares Edge MSCI Europe Minimum Volatility UCITS ETFiShares Edge MSCI Europe Minimum Volatility UCITS ETF (EUN0.DE)
0.08%0%5.97%2/14/2024
iShares MSCI EM Asia UCITS ETFiShares MSCI EM Asia UCITS ETF (CEBL.DE)
0.06%0%5.97%2/14/2024
iShares MSCI Korea UCITS ETFiShares MSCI Korea UCITS ETF (IQQK.DE)
0.03%0%5.97%2/14/2024

Exposure over time

Exposure by Sector

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSPX.L)
20.34%18.69%
iShares MSCI USA ESG Enhanced UCITS ETFiShares MSCI USA ESG Enhanced UCITS ETF (EDMU.DE)
15.43%16.99%
iShares MSCI USA UCITS ETFiShares MSCI USA UCITS ETF (SXR4.DE)
15.97%16.6%
iShares MSCI USA ESG Screened UCITS ETFiShares MSCI USA ESG Screened UCITS ETF (SGAS.DE)
10.8%12.08%
iShares Core MSCI EMU UCITS ETF EURiShares Core MSCI EMU UCITS ETF EUR (SXR7.DE)
6.61%6.13%
iShares MSCI ACWI UCITS ETFiShares MSCI ACWI UCITS ETF (IUSQ.DE)
4.87%5.03%
iShares MSCI EM ex China UCITS ETFiShares MSCI EM ex China UCITS ETF (84X0.DE)
5.3%4.9%
iShares Core MSCI Japan IMI UCITS ETFiShares Core MSCI Japan IMI UCITS ETF (IJPA.L)
3.74%3.42%
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
3.56%3.41%
iShares MSCI China UCITS ETFiShares MSCI China UCITS ETF (ICGA.DE)
2.43%2.86%
iShares S&P 500 Information Technology Sector UCITS ETFiShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE)
2.39%2.71%
iShares Core MSCI Pacific ex-Japan UCITS ETFiShares Core MSCI Pacific ex-Japan UCITS ETF (SXR1.DE)
2.56%2.64%
iShares MSCI Japan EUR Hedged UCITS ETFiShares MSCI Japan EUR Hedged UCITS ETF (IJPE.L)
2.73%2.56%
iShares MSCI Canada UCITS ETFiShares MSCI Canada UCITS ETF (SXR2.DE)
2.2%1.96%
iShares Physical Gold ETCiShares Physical Gold ETC (PPFB.DE)
1.06%0.96%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments