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.L91.25%
CSPX.L66.76%
IJPA.L66.47%
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) | 48.96% | 48.15% | 100% | - |
| iShares Core S&P 500 UCITS ETF (CSPX.L) | 16.56% | 26.86% | 66.76% | - |
| iShares Core EURO STOXX 50 ETF (CSX5.L) | 13.36% | 12.04% | 91.25% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 6.86% | 0% | 24.49% | 7/1/2025 |
| Bitcoin (BTC) | 6.72% | 7.51% | 100% | - |
| iShares Core MSCI Japan IMI UCITS ETF (IJPA.L) | 3.18% | 4.58% | 66.47% | - |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 2.22% | 0% | 8.75% | 11/1/2024 |
 iShares Core EURO STOXX 50 UCITS ETF (SX5EEX.DE) | 1.31% | 0% | 8.75% | 11/1/2024 |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.43% | 0% | 8.75% | 11/1/2024 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares iBonds Dec 2026 Term $ Corp UCITS ETF (D26A.L) | 50.29% | 49.14% |
| iShares Core S&P 500 UCITS ETF (CSPX.L) | 25% | 25.32% |
| iShares Core EURO STOXX 50 ETF (CSX5.L) | 15% | 14.72% |
| Bitcoin (BTC) | 4.71% | 6.57% |
| iShares Core MSCI Japan IMI UCITS ETF (IJPA.L) | 5% | 4.93% |