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Core-Moderate
🇬🇧 Diversified ETF ETF Smart Portfolio.
1,829 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
28 instruments
September 4, 2024
Least Diversified
0 instruments
December 20, 2023
Average
24.4 instruments

Most Consistent Holdings

Top 5

avatarIUAA.L
97.25%
avatarIS04.DE
97.25%
avatarSXR2.DE
97.25%
avatarPPFB.DE
97.25%
avatarQDVE.DE
97.25%

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
94.58%
Miscellaneous
2.12%

Top Countries

Top 5

Holdings over time

(Since December 20, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (SXR8.DE)
11.54%0%62.87%11/19/2024
iShares MSCI USA UCITS ETFiShares MSCI USA UCITS ETF (SXR4.DE)
9.78%0%75.05%3/4/2025
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSPX.L)
5.94%15.63%34.38%-
iShares US Mortgage Backed Securities UCITS ETFiShares US Mortgage Backed Securities UCITS ETF (QDVP.DE)
5.69%0%83.5%3/4/2025
iShares MSCI ACWI UCITS ETFiShares MSCI ACWI UCITS ETF (IUSQ.DE)
4.86%3.75%97.05%-
iShares USD Treasury Bond 20+yr UCITS ETFiShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE)
4.32%6.02%97.25%-
iShares MSCI USA ESG Enhanced UCITS ETFiShares MSCI USA ESG Enhanced UCITS ETF (EDMU.DE)
4.26%1.93%97.25%-
iShares USD Treasury Bond 7-10yr UCITS ETFiShares USD Treasury Bond 7-10yr UCITS ETF (IUSM.DE)
3.75%5.01%77.01%-
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)
3.6%5.79%97.25%-
iShares Core MSCI EMU UCITS ETF EURiShares Core MSCI EMU UCITS ETF EUR (SXR7.DE)
3.2%0%83.5%3/4/2025
iShares Core MSCI Japan IMI UCITS ETFiShares Core MSCI Japan IMI UCITS ETF (EUNN.DE)
3.04%0%62.87%11/19/2024
iShares USD TIPS UCITS ETFiShares USD TIPS UCITS ETF (IUST.DE)
2.83%2.85%97.25%-
iShares US Aggregate Bond UCITS ETFiShares US Aggregate Bond UCITS ETF (IUAA.L)
2.68%4.6%97.25%-
iShares USD Treasury Bond 3-7yr UCITS ETFiShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE)
2.56%5.16%88.8%-
iShares MSCI EM ex China UCITS ETFiShares MSCI EM ex China UCITS ETF (84X0.DE)
2.43%2.8%76.82%-
iShares MSCI Canada UCITS ETFiShares MSCI Canada UCITS ETF (SXR2.DE)
2.3%1.25%97.25%-
iShares Physical Gold ETCiShares Physical Gold ETC (PPFB.DE)
2.12%1.61%97.25%-
iShares USD High Yield Corp Bond UCITS ETFiShares USD High Yield Corp Bond UCITS ETF (IS0R.DE)
2.04%0%83.5%3/4/2025
iShares J.P. Morgan USD EM Bond UCITS ETFiShares J.P. Morgan USD EM Bond UCITS ETF (IUS7.DE)
1.98%2.35%97.25%-
iShares Core MSCI Pacific ex-Japan UCITS ETFiShares Core MSCI Pacific ex-Japan UCITS ETF (SXR1.DE)
1.72%1.22%97.25%-
iShares US Mortgage Backed Securities UCITS ETFiShares US Mortgage Backed Securities UCITS ETF (IMBA.L)
1.58%11.21%13.75%-
iShares MSCI China UCITS ETFiShares MSCI China UCITS ETF (ICGA.DE)
1.5%1.31%88.8%-
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
1.49%0.48%97.25%-
iShares S&P 500 Information Technology Sector UCITS ETFiShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE)
1.4%0.94%97.25%-
iShares Corp Bond Interest Rate Hedged UCITS ETFiShares Corp Bond Interest Rate Hedged UCITS ETF (IS3F.DE)
1.32%2.77%57.76%-
iShares Floating Rate Bond UCITS ETFiShares Floating Rate Bond UCITS ETF (QDVY.DE)
1.19%0%62.87%11/19/2024
iShares Edge S&P 500 Minimum Volatility UCITS ETFiShares Edge S&P 500 Minimum Volatility UCITS ETF (IBCK.DE)
1.18%0.93%76.62%-
iShares USD Corp Bond UCITS ETFiShares USD Corp Bond UCITS ETF (IBCD.DE)
1.13%0%34.97%11/19/2024
iShares MSCI USA UCITS ETFiShares MSCI USA UCITS ETF (CSUS.L)
1.02%7.65%13.75%-
iShares Core MSCI Japan IMI UCITS ETFiShares Core MSCI Japan IMI UCITS ETF (IJPA.L)
0.69%1.72%34.38%-
iShares USD High Yield Corp Bond UCITS ETFiShares USD High Yield Corp Bond UCITS ETF (IHYA.L)
0.65%4.69%13.75%-
iShares MSCI Japan EUR Hedged UCITS ETFiShares MSCI Japan EUR Hedged UCITS ETF (IJPE.L)
0.62%0.83%49.31%-
iShares Treasury Bond 0-1yr UCITS ETFiShares Treasury Bond 0-1yr UCITS ETF (IBCC.DE)
0.59%0%20.24%4/15/2024
iShares Core MSCI EM IMI UCITS ETFiShares Core MSCI EM IMI UCITS ETF (IS3N.DE)
0.46%0%8.45%2/14/2024
iShares VII PLC - iShares MSCI EMU USD Hedged UCITS ETFiShares VII PLC - iShares MSCI EMU USD Hedged UCITS ETF (CEBP.DE)
0.42%3.13%13.75%-
iShares $ Treasury Bond 0-1yr UCITS ETFiShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L)
0.29%2.04%13.75%-
iShares MSCI USA ESG Screened UCITS ETFiShares MSCI USA ESG Screened UCITS ETF (SGAS.DE)
0.17%0%8.45%2/14/2024
iShares USD Treasury Bond 1-3yr UCITS ETFiShares USD Treasury Bond 1-3yr UCITS ETF (IUSU.DE)
0.14%0%14.93%11/19/2024
iShares USD Floating Rate Bond UCITS ETFiShares USD Floating Rate Bond UCITS ETF (FLOA.L)
0.14%1.02%13.75%-
iShares Developed Markets Property Yield UCITS ETFiShares Developed Markets Property Yield UCITS ETF (IQQ6.DE)
0.08%0%8.45%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)
19.46%18.76%
iShares MSCI USA UCITS ETFiShares MSCI USA UCITS ETF (SXR4.DE)
13.27%14.77%
iShares US Mortgage Backed Securities UCITS ETFiShares US Mortgage Backed Securities UCITS ETF (QDVP.DE)
7.03%6.84%
iShares MSCI ACWI UCITS ETFiShares MSCI ACWI UCITS ETF (IUSQ.DE)
4.51%5.07%
iShares USD Treasury Bond 20+yr UCITS ETFiShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE)
5.15%4.73%
iShares USD Treasury Bond 7-10yr UCITS ETFiShares USD Treasury Bond 7-10yr UCITS ETF (IUSM.DE)
4.39%4.21%
iShares MSCI USA ESG Enhanced UCITS ETFiShares MSCI USA ESG Enhanced UCITS ETF (EDMU.DE)
3.6%4.18%
iShares Core MSCI EMU UCITS ETF EURiShares Core MSCI EMU UCITS ETF EUR (SXR7.DE)
4.22%4.09%
iShares MSCI EM ex China UCITS ETFiShares MSCI EM ex China UCITS ETF (84X0.DE)
4.21%4.08%
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)
4.21%4.04%
iShares USD High Yield Corp Bond UCITS ETFiShares USD High Yield Corp Bond UCITS ETF (IS0R.DE)
3.35%3.23%
iShares Physical Gold ETCiShares Physical Gold ETC (PPFB.DE)
2.62%3.03%
iShares S&P 500 Information Technology Sector UCITS ETFiShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE)
2.58%2.64%
iShares US Aggregate Bond UCITS ETFiShares US Aggregate Bond UCITS ETF (IUAA.L)
2.54%2.5%
iShares USD TIPS UCITS ETFiShares USD TIPS UCITS ETF (IUST.DE)
2.46%2.47%
iShares Core MSCI Japan IMI UCITS ETFiShares Core MSCI Japan IMI UCITS ETF (IJPA.L)
2.33%2.24%
iShares Corp Bond Interest Rate Hedged UCITS ETFiShares Corp Bond Interest Rate Hedged UCITS ETF (IS3F.DE)
2.2%2.23%
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
2.26%2.21%
iShares MSCI Canada UCITS ETFiShares MSCI Canada UCITS ETF (SXR2.DE)
1.88%2.06%
iShares Core MSCI Pacific ex-Japan UCITS ETFiShares Core MSCI Pacific ex-Japan UCITS ETF (SXR1.DE)
1.63%1.66%
iShares MSCI China UCITS ETFiShares MSCI China UCITS ETF (ICGA.DE)
1.33%1.65%
iShares USD Treasury Bond 3-7yr UCITS ETFiShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE)
1.65%1.55%
iShares MSCI Japan EUR Hedged UCITS ETFiShares MSCI Japan EUR Hedged UCITS ETF (IJPE.L)
1.5%1.49%
iShares J.P. Morgan USD EM Bond UCITS ETFiShares J.P. Morgan USD EM Bond UCITS ETF (IUS7.DE)
0.99%0.99%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments