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Core-Income
🇸🇪 Diversified ETF ETF Smart Portfolio.
862 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
April 16, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
13 instruments
February 15, 2024
Least Diversified
0 instruments
December 20, 2023
Average
12.1 instruments

Most Consistent Holdings

Top 5

avatarICGB.DE
97.76%
avatarIUS7.DE
97.76%
avatarSNA2.DE
90.87%
avatarIS04.DE
87.34%
avatarIS0Q.DE
87.34%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
April 16, 2024
Lowest Exposure
December 20, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
96.79%

Top Countries

Top 5

Holdings over time

(Since December 20, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares Floating Rate Bond UCITS ETFiShares Floating Rate Bond UCITS ETF (QDVY.DE)
11.32%0%67.95%3/3/2025
iShares Short Duration High Yield Corp Bond UCITS ETFiShares Short Duration High Yield Corp Bond UCITS ETF (IS3K.DE)
11.06%0%67.95%3/3/2025
iShares Ultrashort Bond UCITS ETFiShares Ultrashort Bond UCITS ETF (IS3L.DE)
10.17%0%67.95%3/3/2025
iShares $ Treasury Bond 0-1yr UCITS ETFiShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L)
7.63%11%58.81%-
iShares High Yield Corp Bond ESG UCITS ETFiShares High Yield Corp Bond ESG UCITS ETF (UEEF.DE)
6.35%0%67.95%3/3/2025
iShares USD Floating Rate Bond UCITS ETFiShares USD Floating Rate Bond UCITS ETF (FLOA.L)
5.48%18.07%29.81%-
iShares USD Short Duration High Yield Corp Bond UCITS ETFiShares USD Short Duration High Yield Corp Bond UCITS ETF (SDHA.L)
5.44%17.91%29.81%-
iShares Treasury Bond 0-1yr UCITS ETFiShares Treasury Bond 0-1yr UCITS ETF (IBCC.DE)
5.3%0%38.94%9/3/2024
iShares China CNY Bond UCITS ETFiShares China CNY Bond UCITS ETF (ICGB.DE)
4.8%4.89%97.76%-
iShares J.P. Morgan USD EM Bond UCITS ETFiShares J.P. Morgan USD EM Bond UCITS ETF (IUS7.DE)
4.52%4.98%97.76%-
iShares USD Ultrashort Bond UCITS ETFiShares USD Ultrashort Bond UCITS ETF (ERNA.L)
4.48%16.07%29.81%-
iShares USD High Yield Corp Bond ESG UCITS ETFiShares USD High Yield Corp Bond ESG UCITS ETF (DHYA.L)
4.06%13.13%29.81%-
iShares Treasury Bond UCITS ETFiShares Treasury Bond UCITS ETF (SNA2.DE)
3.6%2.09%90.87%-
iShares USD Treasury Bond 1-3yr UCITS ETFiShares USD Treasury Bond 1-3yr UCITS ETF (IUSU.DE)
3.14%0%51.12%11/19/2024
iShares V PLC - iShares J.P. Morgan EM Corp Bond UCITS ETFiShares V PLC - iShares J.P. Morgan EM Corp Bond UCITS ETF (IS0Q.DE)
2.78%0%87.34%7/2/2025
iShares Corp Bond Interest Rate Hedged UCITS ETFiShares Corp Bond Interest Rate Hedged UCITS ETF (IS3F.DE)
2.42%1.89%58.81%-
iShares TIPS 0-5 UCITS ETFiShares TIPS 0-5 UCITS ETF (SXRH.DE)
1.27%2.48%49.36%-
iShares USD Treasury Bond 20+yr UCITS ETFiShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE)
1.05%0%87.34%7/2/2025
iShares USD Short Duration Corp Bond UCITS ETFiShares USD Short Duration Corp Bond UCITS ETF (SDIA.L)
0.87%0%16.51%4/15/2024
iShares USD Treasury Bond 7-10yr UCITS ETFiShares USD Treasury Bond 7-10yr UCITS ETF (IUSM.DE)
0.48%0%48.4%7/2/2025
iShares JP Morgan USD EM Corp Bond UCITS ETFiShares JP Morgan USD EM Corp Bond UCITS ETF (EMCA.L)
0.31%2.96%10.42%-
iShares USD Treasury Bond 20+yr UCITS ETFiShares USD Treasury Bond 20+yr UCITS ETF (DTLA.L)
0.16%1.54%10.42%-
iShares J.P. Morgan EM Local Govt Bond UCITS ETFiShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L)
0.1%0.95%10.42%-

Exposure over time

Exposure by Sector

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
iShares Short Duration High Yield Corp Bond UCITS ETFiShares Short Duration High Yield Corp Bond UCITS ETF (IS3K.DE)
17.94%17.99%
iShares Floating Rate Bond UCITS ETFiShares Floating Rate Bond UCITS ETF (QDVY.DE)
15.66%15.66%
iShares $ Treasury Bond 0-1yr UCITS ETFiShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L)
14.49%14.51%
iShares Ultrashort Bond UCITS ETFiShares Ultrashort Bond UCITS ETF (IS3L.DE)
14.25%14.28%
iShares High Yield Corp Bond ESG UCITS ETFiShares High Yield Corp Bond ESG UCITS ETF (UEEF.DE)
12.59%12.88%
iShares Corp Bond Interest Rate Hedged UCITS ETFiShares Corp Bond Interest Rate Hedged UCITS ETF (IS3F.DE)
4.86%5.09%
iShares China CNY Bond UCITS ETFiShares China CNY Bond UCITS ETF (ICGB.DE)
4.8%4.99%
iShares J.P. Morgan USD EM Bond UCITS ETFiShares J.P. Morgan USD EM Bond UCITS ETF (IUS7.DE)
4.8%4.95%
iShares Treasury Bond UCITS ETFiShares Treasury Bond UCITS ETF (SNA2.DE)
3.46%3.48%
iShares V PLC - iShares J.P. Morgan EM Corp Bond UCITS ETFiShares V PLC - iShares J.P. Morgan EM Corp Bond UCITS ETF (IS0Q.DE)
2.88%2.93%
iShares USD Treasury Bond 20+yr UCITS ETFiShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE)
1.43%1.35%
iShares USD Treasury Bond 7-10yr UCITS ETFiShares USD Treasury Bond 7-10yr UCITS ETF (IUSM.DE)
0.97%0.95%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments