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Portfolio Diversification
Range
Most Diversified
66 instruments
May 17, 2023
Least Diversified
0 instruments
October 20, 2025
Average
20.9 instruments
Most Consistent Holdings
Top 5
IUSQ.DE53.42%
8PSG.DE51.45%
LYTR.DE46.12%
GLDM44.87%
TLT43.82%
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 MSCI ACWI UCITS ETF (IUSQ.DE) | 16.3% | 13.54% | 53.42% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 10.13% | 0% | 43.82% | 11/27/2023 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 9.04% | 17.55% | 30.92% | - |
| Invesco Physical Gold ETC (8PSG.DE) | 5.77% | 6.89% | 51.45% | - |
| SPDR Gold MiniShares Trust (GLDM) | 4.3% | 0% | 44.87% | 1/10/2024 |
 Vanguard Total World Stock ETF (VT.US) | 4.13% | 0% | 30.2% | 10/4/2023 |
| Amundi Bloomberg Equal-weight Commodity ex-Agriculture UCITS ETF (LYTR.DE) | 3.67% | 8.1% | 46.12% | - |
 iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 3.34% | 0% | 17.63% | 12/27/2024 |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 3.21% | 0% | 16.51% | 12/13/2024 |
 iShares Treasury Bond 0-1yr UCITS ETF (IBCC.DE) | 3.1% | 0% | 23.42% | 12/13/2024 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 3% | 0% | 20.53% | 9/18/2025 |
 iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 2.95% | 9.96% | 30.46% | - |
 iShares TIPS Bond ETF (TIP) | 2.88% | 0% | 20% | 11/15/2022 |
 FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) | 2.63% | 0% | 19.87% | 4/1/2024 |
 iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 2.23% | 0% | 8.29% | 10/2/2024 |
 iShares MSCI ACWI Index Fund (ACWI) | 1.36% | 0% | 8.88% | 6/3/2022 |
 iShares USD Floating Rate Bond UCITS ETF (FLOA.L) | 1.21% | 7.97% | 12.43% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 1.1% | 0% | 4.54% | 11/28/2023 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 1.06% | 0% | 39.74% | 9/25/2023 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.93% | 0% | 35% | 7/12/2023 |
 Invesco QQQ (QQQ) | 0.83% | 0% | 17.24% | 8/9/2023 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.82% | 0% | 19.67% | 9/25/2023 |
 iShares USD Short Duration Corp Bond UCITS ETF (SDIA.L) | 0.74% | 8.11% | 12.11% | - |
 Invesco Senior Loan ETF (BKLN) | 0.64% | 4.98% | 10.33% | - |
 iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 0.63% | 0% | 18.42% | 3/7/2025 |
 iShares China CNY Bond UCITS ETF (ICGB.DE) | 0.56% | 6.23% | 12.57% | - |
 BHP (BHP.L) | 0.52% | 0% | 35% | 7/12/2023 |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.42% | 0% | 35% | 7/12/2023 |
 Rio Tinto (RIO.L) | 0.4% | 0% | 35% | 7/12/2023 |
 TotalEnergies (TTE.PA) | 0.36% | 0% | 39.87% | 9/27/2023 |
 Grayscale Bitcoin Trust BTC (GBTC) | 0.35% | 0% | 12.17% | 1/23/2024 |
 PIMCO Enhanced Short Maturity (MINT) | 0.27% | 0% | 5.66% | 6/9/2022 |
 MicroStrategy (MSTR) | 0.27% | 1.85% | 17.76% | - |
 iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 0.26% | 0% | 5.07% | 8/15/2024 |
 Shell (SHEL.L) | 0.23% | 0% | 29.74% | 7/12/2023 |
 iShares MSCI China UCITS ETF (ICGA.DE) | 0.23% | 0% | 10.2% | 3/7/2025 |
 Southern Copper (SCCO) | 0.23% | 0% | 39.74% | 9/25/2023 |
 Anglo American (AAL.L) | 0.22% | 0% | 32.17% | 5/30/2023 |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.21% | 0% | 6.91% | 9/11/2023 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.21% | 0% | 6.97% | 9/10/2025 |
 Dassault Aviation (AM.PA) | 0.2% | 0% | 19.28% | 9/19/2023 |
 CoinShares Bitcoin ETP (BITC.DE) | 0.2% | 0% | 4.93% | 4/9/2024 |
 Gecina (GFC.PA) | 0.18% | 0% | 39.74% | 9/25/2023 |
 Prologis (PLD) | 0.18% | 0% | 39.74% | 9/25/2023 |
 Nestle (NESN.ZU) | 0.18% | 0% | 19.67% | 9/25/2023 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.17% | 0% | 19.67% | 9/25/2023 |
 Digital Realty (DLR) | 0.17% | 0% | 39.74% | 9/25/2023 |
 Coinbase (COIN) | 0.17% | 0% | 10.92% | 6/4/2025 |
 ADM (ADM) | 0.17% | 0% | 32.17% | 5/30/2023 |
 Yara (YAR.OL) | 0.17% | 0% | 32.17% | 5/30/2023 |
 Vonovia (VNA.DE) | 0.16% | 0% | 31.32% | 5/17/2023 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.16% | 0% | 1.18% | 1/18/2022 |
 Weyerhaeuser (WY) | 0.15% | 0% | 32.17% | 5/30/2023 |
 Bunge (BG) | 0.15% | 0% | 32.17% | 5/30/2023 |
 Graniteshares Gold Trust (BAR) | 0.15% | 0% | 1.84% | 1/28/2022 |
 GSK (GSK.L) | 0.15% | 0% | 19.67% | 9/25/2023 |
 Mowi (MOWI.OL) | 0.15% | 0% | 32.17% | 5/30/2023 |
 Tyson Foods (TSN) | 0.14% | 0% | 32.17% | 5/30/2023 |
 Bitcoin (BTC) | 0.14% | 0% | 15.33% | 7/14/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.14% | 0% | 19.67% | 9/25/2023 |
 Equinor (EQNR) | 0.14% | 0% | 26.91% | 5/30/2023 |
 Roche (ROG.ZU) | 0.12% | 0% | 19.67% | 9/25/2023 |
 Novartis (NVS) | 0.12% | 0% | 19.67% | 9/25/2023 |
 Sanofi (SAN.PA) | 0.12% | 0% | 19.67% | 9/25/2023 |
 Veolia (VIE.PA) | 0.12% | 0% | 19.67% | 9/25/2023 |
 Air Liquide (AI.PA) | 0.12% | 0% | 19.28% | 9/19/2023 |
 Danone (BN.PA) | 0.12% | 0% | 19.67% | 9/25/2023 |
 Vanguard Information Technology (VGT) | 0.11% | 0% | 6.38% | 9/7/2023 |
 Pernod Ricard (RI.PA) | 0.11% | 0% | 19.67% | 9/25/2023 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.11% | 0% | 2.83% | 7/22/2022 |
 Procter & Gamble (PG) | 0.11% | 0% | 11.32% | 5/18/2023 |
 iMGP DBi Managed Futures Strategy ETF (DBMF) | 0.1% | 3.31% | 3.36% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 0.1% | 0% | 10.07% | 6/3/2022 |
 Colgate (CL) | 0.1% | 0% | 11.32% | 5/18/2023 |
 iShares Global REIT ETF (REET) | 0.1% | 0% | 20.86% | 12/7/2022 |
 AvalonBay (AVB) | 0.1% | 0% | 20.07% | 11/16/2022 |
 Simplify Managed Futures Strategy ETF (CTA) | 0.09% | 3.35% | 2.89% | - |
 Lockheed Martin (LMT) | 0.08% | 0% | 14.93% | 7/12/2023 |
 Hermes (RMS.PA) | 0.08% | 0% | 12.04% | 5/29/2023 |
 Teck (TECK) | 0.08% | 0% | 12.11% | 5/30/2023 |
 Northrop Grumman (NOC) | 0.08% | 0% | 14.93% | 7/12/2023 |
 Alibaba (BABA) | 0.08% | 0% | 11.84% | 5/26/2023 |
 LVMH (MC.PA) | 0.07% | 0% | 12.04% | 5/29/2023 |
 Enbridge (ENB) | 0.07% | 0% | 19.61% | 5/30/2023 |
 iShares Silver Trust (SLV) | 0.07% | 0% | 12.3% | 7/11/2022 |
 Boliden (BOL.ST) | 0.07% | 0% | 11.97% | 5/29/2023 |
 Xiaomi (1810.HK) | 0.07% | 0% | 12.04% | 5/29/2023 |
 First Trust Long/Short Eqty (FTLS) | 0.07% | 6.85% | 1.05% | - |
 Merck (MRK) | 0.07% | 0% | 11.32% | 5/18/2023 |
 TSMC (TSM) | 0.07% | 0% | 11.05% | 5/30/2023 |
 Waste Management (WM) | 0.07% | 0% | 12.11% | 5/30/2023 |
 General Mills (GIS) | 0.07% | 0% | 11.32% | 5/18/2023 |
 Kraft Heinz (KHC) | 0.07% | 0% | 11.32% | 5/18/2023 |
 China Coal Energy (1898.HK) | 0.06% | 0% | 12.04% | 5/29/2023 |
 Volvo (VOLV-A.ST) | 0.06% | 0% | 11.18% | 5/16/2023 |
 American Water (AWK) | 0.06% | 0% | 11.32% | 5/18/2023 |
 UPM (UPM.HE) | 0.06% | 0% | 12.04% | 5/29/2023 |
 Coca-Cola (KO) | 0.06% | 0% | 11.32% | 5/18/2023 |
 PepsiCo (PEP) | 0.06% | 0% | 11.32% | 5/18/2023 |
 Johnson & Johnson (JNJ) | 0.06% | 0% | 11.32% | 5/18/2023 |
 HarbourVest (HVPE.L) | 0.06% | 0% | 10.46% | 6/9/2022 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.06% | 0% | 1.58% | 1/24/2022 |
 Pfizer (PFE) | 0.06% | 0% | 11.32% | 5/18/2023 |
 Ethereum (ETH) | 0.05% | 0% | 10.53% | 6/10/2022 |
 Enterprise Products (EPD) | 0.05% | 0% | 9.21% | 12/17/2022 |
 iShares MSCI India ETF (INDA) | 0.04% | 0% | 7.7% | 9/27/2023 |
 Barrick (B) | 0.04% | 0% | 7.89% | 11/16/2022 |
 NextEra (NEE) | 0.03% | 0% | 9.41% | 5/18/2023 |
 Hut 8 (HUT) | 0.03% | 0% | 10.26% | 1/8/2025 |
 Riot (RIOT) | 0.03% | 0% | 9.47% | 11/15/2022 |
 SPDR Blackstone Senior Loan ETF (SRLN) | 0.03% | 0% | 0.72% | 11/17/2025 |
 Cleanspark (CLSK) | 0.03% | 0% | 9.47% | 11/15/2022 |
 iShares Global clean energy ETF (ICLN) | 0.03% | 0% | 9.21% | 5/15/2023 |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 0.03% | 0% | 0.13% | 4/26/2024 |
 KraneShares Global Carbon ETF (KRBN) | 0.02% | 0% | 3.95% | 3/1/2022 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.02% | 0% | 1.18% | 1/18/2022 |
 Marathon Digital (MARA) | 0.01% | 0% | 1.64% | 1/21/2025 |
 Microsoft (MSFT) | 0.01% | 0% | 2.43% | 5/18/2023 |
 Umicore (UMI.BR) | 0.01% | 0% | 2.17% | 5/29/2023 |
 Adecoagro (AGRO) | 0.01% | 0% | 1.84% | 1/28/2022 |
 Petrobras (PBR) | 0.01% | 0% | 0.99% | 5/30/2023 |
 Glencore (GLEN.L) | 0% | 0% | 0.92% | 5/30/2023 |
 CNOOC (0883.HK) | 0% | 0% | 0.86% | 5/29/2023 |
 Equinix (EQIX) | 0% | 0% | 0.66% | 1/10/2022 |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 0% | 0% | 0.13% | 1/6/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 23.58% | 21.26% |
| iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 17.94% | 19.31% |
| Invesco Physical Gold ETC (8PSG.DE) | 6.85% | 10.49% |
| iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 11.08% | 10.21% |
| iShares USD Floating Rate Bond UCITS ETF (FLOA.L) | 11.62% | 10.16% |
| Amundi Bloomberg Equal-weight Commodity ex-Agriculture UCITS ETF (LYTR.DE) | 7.93% | 8.29% |
| Invesco Senior Loan ETF (BKLN) | 7.75% | 6.72% |
| iShares USD Short Duration Corp Bond UCITS ETF (SDIA.L) | 5.45% | 4.76% |
| iShares China CNY Bond UCITS ETF (ICGB.DE) | 4.76% | 4.13% |
| MicroStrategy (MSTR) | 2.95% | 2.35% |
Cash & Instruments Over Time
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