Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares Core MSCI World UCITS ETF (SWDA.L) | 22.34% | 0% | 49.5% | 6/2/2023 |
 iShares MSCI AC Far East ex-Japan UCITS ETF (IFFF.L) | 15.04% | 7.56% | 99.8% | - |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 13.89% | 6.81% | 99.8% | - |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 13.71% | 7.71% | 99.7% | - |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 3.89% | 0% | 31.89% | 4/19/2024 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 3.35% | 7.26% | 50.3% | - |
 iShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE) | 2.91% | 16.34% | 18.31% | - |
 iShares Global AAA-AA Govt Bond UCITS ETF (IS0Z.DE) | 2.5% | 13.32% | 18.31% | - |
 iShares FTSE 250 UCITS ETF (MIDD.L) | 2.45% | 4.85% | 50.2% | - |
 iShares Core EURO STOXX 50 UCITS ETF (SX5EEX.DE) | 1.66% | 8.7% | 18.41% | - |
 iShares UK Property UCITS ETF (IUKP.L) | 1.45% | 0% | 31.29% | 4/19/2024 |
 VanEck Global Real Estate UCITS ETF (TRET.DE) | 1.18% | 6.67% | 18.31% | - |
 iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (SXRG.DE) | 1.15% | 6.45% | 18.51% | - |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 1.11% | 5.9% | 18.51% | - |
 iShares EUR High Yield Corp Bond UCITS ETF (EUNW.DE) | 1.11% | 5.89% | 18.31% | - |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| iShares MSCI AC Far East ex-Japan UCITS ETF (IFFF.L) | 15.43% | 15.15% |
| iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 18.54% | 15.04% |
| iShares $ Corporate Bond UCITS ETF (LQDE.L) | 16.23% | 14.88% |
| SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 10.97% | 12.19% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 5.27% | 6.53% |
| iShares UK Property UCITS ETF (IUKP.L) | 4.39% | 4.98% |
| iShares FTSE 250 UCITS ETF (MIDD.L) | 4.53% | 4.92% |