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Portfolio Diversification
Range
Most Diversified
32 instruments
March 8, 2024
Least Diversified
0 instruments
January 1, 2022
Average
20.1 instruments
Most Consistent Holdings
Top 5
TLT72.78%
IEF72.72%
IJPE.L72.14%
ITWN.L72.14%
XS6R.L72.14%
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 USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 27.4% | 45.87% | 54.96% | - |
 iShares USD Treasury Bond 7-10yr UCITS ETF (IUSM.DE) | 18.85% | 35.37% | 54.85% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 7.75% | 0% | 17.18% | 7/8/2024 |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 6.46% | 0% | 43.99% | 3/20/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 4.91% | 0% | 41.85% | 3/7/2024 |
 iShares Treasury Bond 0-1yr UCITS ETF (IBCC.DE) | 0.56% | 1.18% | 62.62% | - |
 iShares Physical Gold ETC (PPFB.DE) | 0.38% | 0.98% | 47.48% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.29% | 0.35% | 72.78% | - |
 iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 0.29% | 0.52% | 54.73% | - |
 iShares USD Treasury Bond 1-3yr UCITS ETF (IUSU.DE) | 0.26% | 0.45% | 54.32% | - |
 iShares USD Treasury Bond 20+yr UCITS ETF (DTLA.L) | 0.19% | 4.81% | 3.89% | - |
 Bitcoin (BTC) | 0.18% | 0.28% | 71.85% | - |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 0.17% | 0.22% | 72.72% | - |
 iShares EUR Govt Bond 15-30yr UCITS ETF (IBCL.DE) | 0.13% | 3.55% | 3.89% | - |
 iShares Gold Producers UCITS ETF (SPGP.L) | 0.12% | 0.27% | 72.08% | - |
 SPDR Gold (GLD) | 0.11% | 0% | 33.49% | 11/29/2024 |
| iShares MSCI Taiwan UCITS ETF (ITWN.L) | 0.11% | 0.28% | 72.14% | - |
| iShares MSCI Japan EUR Hedged UCITS ETF (IJPE.L) | 0.11% | 0.21% | 72.14% | - |
 Ethereum (ETH) | 0.1% | 0.13% | 71.68% | - |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 0.1% | 0.17% | 72.08% | - |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0.09% | 0.17% | 71.91% | - |
 iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 0.09% | 0.16% | 72.08% | - |
 iShares MSCI AC Far East ex-Japan UCITS ETF (IFFF.L) | 0.09% | 0.17% | 72.08% | - |
 iShares AEX UCITS ETF (IAEX.L) | 0.09% | 0.14% | 72.03% | - |
| Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF (XS6R.L) | 0.09% | 0.15% | 72.14% | - |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.08% | 0.13% | 72.08% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.08% | 0.14% | 72.08% | - |
 iShares FTSE 250 UCITS ETF (MIDD.L) | 0.08% | 0.12% | 72.08% | - |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.08% | 0.12% | 72.08% | - |
 iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 0.07% | 0.13% | 72.08% | - |
 iShares UK Property UCITS ETF (IUKP.L) | 0.07% | 0.1% | 71.91% | - |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 0.07% | 0.09% | 71.97% | - |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 0.07% | 0.09% | 71.91% | - |
 Novo Nordisk (NOVO-B.CO) | 0.01% | 0% | 7.2% | 7/10/2024 |
 ASML (ASML.NV) | 0.01% | 0% | 7.2% | 7/10/2024 |
 LVMH (MC.PA) | 0.01% | 0% | 7.2% | 7/10/2024 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.01% | 0% | 2.96% | 6/16/2022 |
 Global SuperDividend US ETF (DIV) | 0% | 0% | 0.58% | 5/19/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 56.13% | 48.88% |
| iShares USD Treasury Bond 7-10yr UCITS ETF (IUSM.DE) | 38.44% | 36.21% |
| iShares Treasury Bond 0-1yr UCITS ETF (IBCC.DE) | 1.28% | 1.15% |
| iShares Physical Gold ETC (PPFB.DE) | 0.63% | 1.03% |
| iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 0.48% | 0.54% |
| iShares USD Treasury Bond 1-3yr UCITS ETF (IUSU.DE) | 0.48% | 0.45% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.46% | 0.39% |
| Bitcoin (BTC) | 0.1% | 0.3% |
| iShares Gold Producers UCITS ETF (SPGP.L) | 0.1% | 0.26% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 0.24% | 0.23% |
| iShares MSCI Japan EUR Hedged UCITS ETF (IJPE.L) | 0.1% | 0.18% |
| iShares MSCI Taiwan UCITS ETF (ITWN.L) | 0.1% | 0.17% |
| Ethereum (ETH) | 0.1% | 0.16% |
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 0.1% | 0.16% |
| Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0.1% | 0.14% |
| Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF (XS6R.L) | 0.1% | 0.14% |
| iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 0.1% | 0.14% |
| iShares MSCI AC Far East ex-Japan UCITS ETF (IFFF.L) | 0.1% | 0.14% |
| iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.1% | 0.13% |
| iShares AEX UCITS ETF (IAEX.L) | 0.1% | 0.13% |
| iShares FTSE 250 UCITS ETF (MIDD.L) | 0.1% | 0.12% |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.1% | 0.12% |
| SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.1% | 0.11% |
| iShares UK Property UCITS ETF (IUKP.L) | 0.1% | 0.1% |
| iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 0.1% | 0.1% |
| iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 0.1% | 0.1% |
| iShares $ Corporate Bond UCITS ETF (LQDE.L) | 0.1% | 0.1% |
Cash & Instruments Over Time
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