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II-ETF-Portfolio
🇫🇮 Smart Portfolio.
255 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
June 3, 2023
Lowest Cash
April 20, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
12 instruments
April 20, 2024
Least Diversified
4 instruments
January 1, 2022
Average
7.5 instruments

Most Consistent Holdings

Top 5

avatarLQDE.L
100%
avatarIFFF.L
100%
avatarIEML.L
99.92%
avatarCNDX.L
59.71%
avatarMIDD.L
59.62%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
April 20, 2024
Lowest Exposure
June 3, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
89.68%

Top Countries

Top 5

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
18.19%0%40.29%6/2/2023
iShares MSCI AC Far East ex-Japan UCITS ETFiShares MSCI AC Far East ex-Japan UCITS ETF (IFFF.L)
13.66%7.4%100%-
iShares J.P. Morgan EM Local Govt Bond UCITS ETFiShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L)
12.59%7.55%99.92%-
iShares $ Corporate Bond UCITS ETFiShares $ Corporate Bond UCITS ETF (LQDE.L)
12.57%6.38%100%-
iShares Edge MSCI World Quality Factor UCITS ETFiShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE)
5.4%15.07%33.66%-
iShares Global AAA-AA Govt Bond UCITS ETFiShares Global AAA-AA Govt Bond UCITS ETF (IS0Z.DE)
4.52%12.39%33.66%-
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
4.12%7.48%59.71%-
SPDR S&P US Dividend Aristocrats UCITS ETFSPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L)
3.17%0%25.96%4/19/2024
iShares Core EURO STOXX 50 UCITS ETFiShares Core EURO STOXX 50 UCITS ETF (SX5EEX.DE)
3.06%9.36%33.74%-
iShares FTSE 250 UCITS ETFiShares FTSE 250 UCITS ETF (MIDD.L)
2.88%4.73%59.62%-
VanEck Global Real Estate UCITS ETFVanEck Global Real Estate UCITS ETF (TRET.DE)
2.16%5.88%33.66%-
iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USDiShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (SXRG.DE)
2.13%5.64%33.82%-
iShares Core MSCI Japan IMI UCITS ETFiShares Core MSCI Japan IMI UCITS ETF (EUNN.DE)
2.04%5.88%33.82%-
iShares EUR High Yield Corp Bond UCITS ETFiShares EUR High Yield Corp Bond UCITS ETF (EUNW.DE)
2.02%5.68%33.66%-
iShares UK Property UCITS ETFiShares UK Property UCITS ETF (IUKP.L)
1.18%0%25.47%4/19/2024

Exposure over time

Exposure by Sector

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
iShares Edge MSCI World Quality Factor UCITS ETFiShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE)
14.93%16.85%
iShares Global AAA-AA Govt Bond UCITS ETFiShares Global AAA-AA Govt Bond UCITS ETF (IS0Z.DE)
13.43%13.61%
iShares Core EURO STOXX 50 UCITS ETFiShares Core EURO STOXX 50 UCITS ETF (SX5EEX.DE)
8.96%8.81%
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
5.37%7.85%
iShares J.P. Morgan EM Local Govt Bond UCITS ETFiShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L)
10.91%7.63%
iShares MSCI AC Far East ex-Japan UCITS ETFiShares MSCI AC Far East ex-Japan UCITS ETF (IFFF.L)
7.46%7.61%
iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USDiShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (SXRG.DE)
5.97%6.85%
iShares $ Corporate Bond UCITS ETFiShares $ Corporate Bond UCITS ETF (LQDE.L)
8.29%6.82%
VanEck Global Real Estate UCITS ETFVanEck Global Real Estate UCITS ETF (TRET.DE)
5.97%6.48%
iShares Core MSCI Japan IMI UCITS ETFiShares Core MSCI Japan IMI UCITS ETF (EUNN.DE)
5.97%6.19%
iShares EUR High Yield Corp Bond UCITS ETFiShares EUR High Yield Corp Bond UCITS ETF (EUNW.DE)
5.97%6.09%
iShares FTSE 250 UCITS ETFiShares FTSE 250 UCITS ETF (MIDD.L)
4.63%4.88%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments