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Portfolio Diversification
Range
Most Diversified
25 instruments
May 22, 2024
Least Diversified
0 instruments
February 2, 2025
Average
21.1 instruments
Most Consistent Holdings
Top 5
3IN.L99.21%
PIN.L99.21%
HVPE.L99.15%
HDV99.09%
PSH.L99.03%
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 Index Fund (ACWI) | 10.05% | 21.73% | 75.55% | - |
 iShares 0-5 Year TIPS Bond ETF (STIP) | 5.94% | 9.3% | 77.55% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 5.56% | 0% | 75.73% | 1/2/2026 |
 iShares TIPS Bond ETF (TIP) | 5.17% | 0% | 50.12% | 5/5/2025 |
 iShares Core Conservative Allocation ETF (AOK) | 4.74% | 0% | 61.23% | 11/7/2024 |
| 3i Infrastructure (3IN.L) | 4.21% | 2.5% | 99.21% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 3.87% | 7.94% | 75.49% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 3.16% | 7.7% | 34.83% | - |
 SPDR Gold (GLD) | 2.61% | 0% | 65.17% | 1/2/2026 |
 Temple Bar (TMPL.L) | 2.45% | 2.45% | 76.7% | - |
| Pantheon International (PIN.L) | 2.38% | 2.46% | 99.21% | - |
| HarbourVest (HVPE.L) | 2.32% | 2.58% | 99.15% | - |
| iShares Core High Dividend ETF (HDV) | 2.28% | 1.72% | 99.09% | - |
| Pershing Square (PSH.L) | 2.16% | 1.98% | 99.03% | - |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 2.02% | 0% | 54.07% | 1/2/2026 |
 iShares Core International Aggregate Bond ETF (IAGG) | 1.97% | 0% | 49.64% | 10/28/2024 |
 RIT Capital (RCP.L) | 1.97% | 2.68% | 98.91% | - |
 iShares $ Treasury Bond 1-3yr UCITS ETF (2B7S.DE) | 1.9% | 5.63% | 34.83% | - |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 1.86% | 0% | 18.93% | 1/2/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 1.71% | 0% | 42.78% | 1/2/2025 |
 iShares MSCI China ETF (MCHI) | 1.46% | 1.07% | 80.1% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 1.37% | 1.5% | 68.93% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 1.34% | 0% | 26.64% | 6/12/2023 |
 Tritax (BBOX.L) | 1.15% | 0% | 76.33% | 1/2/2026 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 1.11% | 0% | 65.66% | 1/2/2026 |
 VinaCapital (VOF.L) | 0.98% | 0% | 65.66% | 1/2/2026 |
 iShares Global Consumer Staples ETF (KXI) | 0.86% | 0% | 58.74% | 1/2/2026 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.77% | 0% | 21.66% | 1/19/2023 |
 iShares USD Floating Rate Bond UCITS ETF (FLOA.L) | 0.63% | 4.8% | 12.74% | - |
 iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 0.62% | 4.73% | 12.74% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.56% | 0% | 38.77% | 10/29/2024 |
 WisdomTree Core Physical Gold (WGLD.L) | 0.53% | 3.76% | 12.74% | - |
 Amundi Smart Overnight Return GBP Hedged UCITS ETF Acc (CSH2.L) | 0.5% | 3.85% | 12.74% | - |
 Monks (MNKS.L) | 0.36% | 0% | 23.12% | 2/13/2023 |
 iShares Global Healthcare ETF (IXJ) | 0.31% | 2.47% | 12.74% | - |
 Scottish Mortgage (SMT.L) | 0.27% | 0% | 22.69% | 2/13/2023 |
 iShares US Mortgage Backed Securities UCITS ETF (IMBA.L) | 0.25% | 1.87% | 12.62% | - |
 Brazil Index MSCI Ishares (EWZ) | 0.17% | 1.29% | 12.56% | - |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.17% | 1.36% | 12.62% | - |
 Iq Merger Arbitrage Etf (MNA) | 0.12% | 1.54% | 7.46% | - |
 Devon Energy (DVN) | 0.05% | 0% | 8.25% | 7/1/2022 |
 Repsol (REP.MC) | 0.05% | 0% | 8.25% | 7/1/2022 |
 Equinor (EQNR) | 0.05% | 0% | 8.25% | 7/1/2022 |
 Shell (SHEL.L) | 0.04% | 0% | 8.25% | 7/1/2022 |
 Schlumberger (SLB) | 0.04% | 0% | 8.25% | 7/1/2022 |
 BP (BP.L) | 0.04% | 0% | 8.43% | 7/4/2022 |
 Eni SpA-ADR (E) | 0.04% | 0% | 8.25% | 7/1/2022 |
 Wood (WG.L) | 0.03% | 0% | 8.25% | 7/1/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares MSCI ACWI Index Fund (ACWI) | 14.81% | 17.28% |
| iShares 0-5 Year TIPS Bond ETF (STIP) | 11.36% | 10.07% |
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 10.23% | 9.23% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 6.55% | 7.44% |
| iShares $ Treasury Bond 1-3yr UCITS ETF (2B7S.DE) | 5.87% | 5.24% |
| SPDR Gold (GLD) | 2.44% | 4.69% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 4.5% | 3.73% |
| Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 3.64% | 3.29% |
| iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 2.65% | 2.84% |
| Pershing Square (PSH.L) | 1.89% | 2.61% |
| 3i Infrastructure (3IN.L) | 2.84% | 2.6% |
| Temple Bar (TMPL.L) | 1.89% | 2.3% |
| Ishares MSCI JAPAN ETF (EWJ) | 1.89% | 2.11% |
| iShares MSCI China ETF (MCHI) | 1.89% | 2.05% |
| Pantheon International (PIN.L) | 1.89% | 1.81% |
| HarbourVest (HVPE.L) | 1.89% | 1.76% |
| iShares Core High Dividend ETF (HDV) | 1.52% | 1.54% |
| RIT Capital (RCP.L) | 1.89% | 1.33% |
| VinaCapital (VOF.L) | 1.52% | 1.31% |
| iShares Global Consumer Staples ETF (KXI) | 1.52% | 1.31% |
| Tritax (BBOX.L) | 1.89% | 1.27% |
Cash & Instruments Over Time
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