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Portfolio Diversification
Range
Most Diversified
4 instruments
October 2, 2024
Least Diversified
0 instruments
February 2, 2025
Average
3.8 instruments
Most Consistent Holdings
Top 5
D26A.L98.7%
CSX5.L93.81%
CSPX.L80.13%
IJPA.L79.97%
IB01.L13.68%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 2, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares iBonds Dec 2026 Term $ Corp UCITS ETF (D26A.L) | 48.59% | 46.68% | 98.7% | - |
| iShares Core S&P 500 UCITS ETF (CSPX.L) | 24.33% | 32.66% | 80.13% | - |
| iShares Core EURO STOXX 50 ETF (CSX5.L) | 13.99% | 14.76% | 93.81% | - |
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 4.55% | 0% | 13.68% | 7/1/2025 |
| iShares Core MSCI Japan IMI UCITS ETF (IJPA.L) | 4.13% | 5.2% | 79.97% | - |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 1.49% | 0% | 4.89% | 11/1/2024 |
 iShares Core EURO STOXX 50 UCITS ETF (SX5EEX.DE) | 0.73% | 0% | 4.89% | 11/1/2024 |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.24% | 0% | 4.89% | 11/1/2024 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares iBonds Dec 2026 Term $ Corp UCITS ETF (D26A.L) | 51.09% | 48.33% |
| iShares Core S&P 500 UCITS ETF (CSPX.L) | 30.63% | 30.82% |
| iShares Core EURO STOXX 50 ETF (CSX5.L) | 13.11% | 14.67% |
| iShares Core MSCI Japan IMI UCITS ETF (IJPA.L) | 5.17% | 5.2% |
Cash & Instruments Over Time
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