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Portfolio Diversification
Range
Most Diversified
5 instruments
October 2, 2024
Least Diversified
4 instruments
April 8, 2025
Average
4.8 instruments
Most Consistent Holdings
Top 5
D26A.L100%
BTC100%
CSX5.L94.24%
CSPX.L78.12%
IJPA.L77.93%
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) | 48.54% | 48.89% | 100% | - |
| iShares Core S&P 500 UCITS ETF (CSPX.L) | 19.68% | 25.88% | 78.12% | - |
| iShares Core EURO STOXX 50 ETF (CSX5.L) | 13.7% | 14.46% | 94.24% | - |
| Bitcoin (BTC) | 6.54% | 4.56% | 100% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 4.51% | 0% | 16.12% | 7/1/2025 |
| iShares Core MSCI Japan IMI UCITS ETF (IJPA.L) | 3.86% | 5.47% | 77.93% | - |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 1.46% | 0% | 5.76% | 11/1/2024 |
 iShares Core EURO STOXX 50 UCITS ETF (SX5EEX.DE) | 0.86% | 0% | 5.76% | 11/1/2024 |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.28% | 0% | 5.76% | 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) | 50.87% | 47.82% |
| iShares Core S&P 500 UCITS ETF (CSPX.L) | 25.66% | 25.65% |
| iShares Core EURO STOXX 50 ETF (CSX5.L) | 13.52% | 14.75% |
| Bitcoin (BTC) | 4.77% | 5.77% |
| iShares Core MSCI Japan IMI UCITS ETF (IJPA.L) | 5.16% | 5.13% |
Cash & Instruments Over Time
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