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Portfolio Diversification
Range
Most Diversified
12 instruments
April 20, 2024
Least Diversified
0 instruments
November 12, 2025
Average
8.4 instruments
Most Consistent Holdings
Top 5
LQDE.L99.43%
IFFF.L99.43%
IEML.L99.11%
CNDX.L67.96%
MIDD.L67.52%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares Core MSCI World UCITS ETF (SWDA.L) | 14.17% | 0% | 31.4% | 6/2/2023 |
| iShares MSCI AC Far East ex-Japan UCITS ETF (IFFF.L) | 12.47% | 10.12% | 99.43% | - |
| iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 11.32% | 6.47% | 99.11% | - |
| iShares $ Corporate Bond UCITS ETF (LQDE.L) | 11.08% | 5.43% | 99.43% | - |
 iShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE) | 7.36% | 15.02% | 47.54% | - |
 iShares Global AAA-AA Govt Bond UCITS ETF (IS0Z.DE) | 5.92% | 10.2% | 47.48% | - |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 4.88% | 8.51% | 67.96% | - |
 iShares Core EURO STOXX 50 UCITS ETF (SX5EEX.DE) | 4.3% | 8.66% | 47.8% | - |
| iShares FTSE 250 UCITS ETF (MIDD.L) | 3.2% | 4.29% | 67.52% | - |
 iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (SXRG.DE) | 2.91% | 6.06% | 47.86% | - |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 2.89% | 6.46% | 47.8% | - |
 VanEck Global Real Estate UCITS ETF (TRET.DE) | 2.88% | 5.4% | 47.48% | - |
 iShares EUR High Yield Corp Bond UCITS ETF (EUNW.DE) | 2.68% | 4.71% | 47.54% | - |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 2.47% | 0% | 20.23% | 4/19/2024 |
 iShares UK Property UCITS ETF (IUKP.L) | 0.92% | 0% | 19.85% | 4/19/2024 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE) | 14.6% | 14.88% |
| iShares Global AAA-AA Govt Bond UCITS ETF (IS0Z.DE) | 13.14% | 10.98% |
| iShares Core EURO STOXX 50 UCITS ETF (SX5EEX.DE) | 8.76% | 8.99% |
| iShares MSCI AC Far East ex-Japan UCITS ETF (IFFF.L) | 7.3% | 8.36% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 5.25% | 7.93% |
| iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 10.67% | 7.2% |
| iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 5.84% | 6.02% |
| iShares $ Corporate Bond UCITS ETF (LQDE.L) | 8.1% | 5.9% |
| iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (SXRG.DE) | 5.84% | 5.8% |
| VanEck Global Real Estate UCITS ETF (TRET.DE) | 5.84% | 5.42% |
| iShares EUR High Yield Corp Bond UCITS ETF (EUNW.DE) | 5.84% | 5.13% |
| iShares FTSE 250 UCITS ETF (MIDD.L) | 4.52% | 4.5% |
Cash & Instruments Over Time
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