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ShieldCapital
🇬🇧 Multi-Strategy ETF and Other Investor.
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Cash Allocation

Range

Highest Cash
January 1, 2022
Lowest Cash
May 22, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
25 instruments
May 22, 2024
Least Diversified
0 instruments
February 2, 2025
Average
21 instruments

Most Consistent Holdings

Top 5

avatar3IN.L
99.57%
avatarHVPE.L
99.57%
avatarPSH.L
99.57%
avatarPIN.L
99.57%
avatarRCP.L
99.49%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
May 22, 2024
Lowest Exposure
January 1, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
56.84%
Finance
11.48%
Miscellaneous
10.05%
Energy Minerals
0.37%
Industrial Services
0.06%

Top Countries

Top 5

🇬🇧United Kingdom
19.82%
🇺🇸United States
0.13%
🇪🇸Spain
0.06%
🇳🇴Norway
0.06%
🇮🇹Italy
0.05%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
7.12%10.86%69.11%-
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
6.93%5.27%84.47%-
iShares Core Conservative Allocation ETFiShares Core Conservative Allocation ETF (AOK)
6.67%0%86.09%11/7/2024
iShares MSCI ACWI Index FundiShares MSCI ACWI Index Fund (ACWI)
6.65%15.71%66.3%-
3i Infrastructure3i Infrastructure (3IN.L)
4.6%4.28%99.57%-
iShares 0-5 Year TIPS Bond ETFiShares 0-5 Year TIPS Bond ETF (STIP)
4.33%7.88%69.11%-
iShares Core International Aggregate Bond ETFiShares Core International Aggregate Bond ETF (IAGG)
2.77%0%69.8%10/28/2024
Xtrackers II EUR Overnight Rate Swap UCITS ETFXtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE)
2.61%0%26.62%1/2/2025
SPDR GoldSPDR Gold (GLD)
2.59%5.19%69.62%-
Temple BarTemple Bar (TMPL.L)
2.55%1.96%68%-
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
2.55%1.66%99.4%-
Pantheon InternationalPantheon International (PIN.L)
2.55%1.51%99.57%-
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
2.48%6.68%66.21%-
HarbourVestHarbourVest (HVPE.L)
2.46%1.52%99.57%-
iShares 1-3 Year Treasury Bond ETFiShares 1-3 Year Treasury Bond ETF (SHY)
2.4%0%60.15%1/2/2025
Pershing SquarePershing Square (PSH.L)
2.12%2.11%99.57%-
Vanguard Short-Term Inflation-Protected Securities ETFVanguard Short-Term Inflation-Protected Securities ETF (VTIP)
2.08%3.82%54.01%-
RIT CapitalRIT Capital (RCP.L)
2.07%1.25%99.49%-
iPath Bloomberg Commodity Index Total Return ETNiPath Bloomberg Commodity Index Total Return ETN (DJP)
1.88%0%37.46%6/12/2023
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
1.38%1.94%72.7%-
TritaxTritax (BBOX.L)
1.34%1.33%85.32%-
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
1.19%2.06%57.08%-
VinaCapitalVinaCapital (VOF.L)
1.08%1.25%70.31%-
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
1.08%0%30.46%1/19/2023
iShares MSCI All Country Asia ex Japan ETFiShares MSCI All Country Asia ex Japan ETF (AAXJ)
0.95%2.48%70.31%-
iShares $ Treasury Bond 0-1yr UCITS ETFiShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L)
0.92%10.35%9.04%-
iShares Global Consumer Staples ETFiShares Global Consumer Staples ETF (KXI)
0.91%1.54%60.67%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.79%0%54.52%10/29/2024
MonksMonks (MNKS.L)
0.5%0%32.51%2/13/2023
iShares $ Treasury Bond 1-3yr UCITS ETFiShares $ Treasury Bond 1-3yr UCITS ETF (2B7S.DE)
0.44%5%9.04%-
Scottish MortgageScottish Mortgage (SMT.L)
0.39%0%31.91%2/13/2023
Devon EnergyDevon Energy (DVN)
0.07%0%11.6%7/1/2022
RepsolRepsol (REP.MC)
0.06%0%11.6%7/1/2022
EquinorEquinor (EQNR)
0.06%0%11.6%7/1/2022
ShellShell (SHEL.L)
0.06%0%11.6%7/1/2022
SchlumbergerSchlumberger (SLB)
0.06%0%11.6%7/1/2022
BPBP (BP.L)
0.06%0%11.86%7/4/2022
Eni SpA-ADREni SpA-ADR (E)
0.05%0%11.6%7/1/2022
WoodWood (WG.L)
0.05%0%11.6%7/1/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
iShares MSCI ACWI Index FundiShares MSCI ACWI Index Fund (ACWI)
15.15%16.66%
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
11.08%10.67%
Xtrackers II EUR Overnight Rate Swap UCITS ETFXtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE)
9.69%9.81%
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
9.61%8.58%
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
6.7%7.55%
iShares 0-5 Year TIPS Bond ETFiShares 0-5 Year TIPS Bond ETF (STIP)
5.81%5.86%
3i Infrastructure3i Infrastructure (3IN.L)
4.84%4.29%
SPDR GoldSPDR Gold (GLD)
3.1%4.13%
iShares 1-3 Year Treasury Bond ETFiShares 1-3 Year Treasury Bond ETF (SHY)
3.87%3.8%
Vanguard Short-Term Inflation-Protected Securities ETFVanguard Short-Term Inflation-Protected Securities ETF (VTIP)
3.72%3.73%
iShares MSCI All Country Asia ex Japan ETFiShares MSCI All Country Asia ex Japan ETF (AAXJ)
2.71%2.56%
Pershing SquarePershing Square (PSH.L)
1.94%2.41%
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
1.94%2.04%
Temple BarTemple Bar (TMPL.L)
1.94%1.88%
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
1.94%1.86%
Pantheon InternationalPantheon International (PIN.L)
1.94%1.8%
HarbourVestHarbourVest (HVPE.L)
1.94%1.74%
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
1.55%1.65%
VinaCapitalVinaCapital (VOF.L)
1.55%1.52%
iShares Global Consumer Staples ETFiShares Global Consumer Staples ETF (KXI)
1.55%1.42%
RIT CapitalRIT Capital (RCP.L)
1.94%1.4%
TritaxTritax (BBOX.L)
1.94%1.31%

Cash Exposure Over Time

Cash Exposure % Over Time