ShieldCapital avatar

ShieldCapital
🇬🇧 Multi-Strategy ETF and Other Investor.
3 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
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
99.65%
avatarPIN.L
99.65%
avatarHVPE.L
99.58%
avatarPSH.L
99.58%
avatarRCP.L
99.5%

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
59.56%
Finance
10.78%
Miscellaneous
9.78%
Energy Minerals
0.31%
Industrial Services
0.05%

Top Countries

Top 5

🇬🇧United Kingdom
19.14%
🇺🇸United States
0.11%
🇪🇸Spain
0.05%
🇳🇴Norway
0.05%
🇮🇹Italy
0.05%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares MSCI ACWI Index FundiShares MSCI ACWI Index Fund (ACWI)
8.42%17.37%72.05%-
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
6.44%3.75%87.12%-
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
6.03%0%58.46%5/5/2025
iShares Core Conservative Allocation ETFiShares Core Conservative Allocation ETF (AOK)
5.53%0%71.41%11/7/2024
iShares 0-5 Year TIPS Bond ETFiShares 0-5 Year TIPS Bond ETF (STIP)
5.35%10.12%74.38%-
3i Infrastructure3i Infrastructure (3IN.L)
4.52%2.6%99.65%-
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
3.29%7.44%71.97%-
SPDR GoldSPDR Gold (GLD)
2.99%4.7%74.81%-
Temple BarTemple Bar (TMPL.L)
2.49%2.28%73.46%-
iShares $ Treasury Bond 0-1yr UCITS ETFiShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L)
2.4%9.24%24.56%-
Pantheon InternationalPantheon International (PIN.L)
2.4%1.79%99.65%-
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
2.39%1.57%99.5%-
Vanguard Short-Term Inflation-Protected Securities ETFVanguard Short-Term Inflation-Protected Securities ETF (VTIP)
2.32%3.34%61.85%-
HarbourVestHarbourVest (HVPE.L)
2.32%1.76%99.58%-
iShares Core International Aggregate Bond ETFiShares Core International Aggregate Bond ETF (IAGG)
2.3%0%57.89%10/28/2024
Pershing SquarePershing Square (PSH.L)
2.17%2.71%99.58%-
Xtrackers II EUR Overnight Rate Swap UCITS ETFXtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE)
2.16%0%22.08%1/2/2025
iShares 1-3 Year Treasury Bond ETFiShares 1-3 Year Treasury Bond ETF (SHY)
1.99%0%49.89%1/2/2025
RIT CapitalRIT Capital (RCP.L)
1.93%1.33%99.5%-
iPath Bloomberg Commodity Index Total Return ETNiPath Bloomberg Commodity Index Total Return ETN (DJP)
1.56%0%31.07%6/12/2023
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
1.51%2.08%77.35%-
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
1.35%2.23%64.33%-
TritaxTritax (BBOX.L)
1.33%1.21%87.83%-
iShares $ Treasury Bond 1-3yr UCITS ETFiShares $ Treasury Bond 1-3yr UCITS ETF (2B7S.DE)
1.28%5.24%24.56%-
iShares MSCI All Country Asia ex Japan ETFiShares MSCI All Country Asia ex Japan ETF (AAXJ)
1.26%2.8%75.37%-
VinaCapitalVinaCapital (VOF.L)
1.13%1.27%75.37%-
iShares Global Consumer Staples ETFiShares Global Consumer Staples ETF (KXI)
0.99%1.34%67.3%-
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
0.9%0%25.27%1/19/2023
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.65%0%45.22%10/29/2024
MonksMonks (MNKS.L)
0.42%0%26.96%2/13/2023
Scottish MortgageScottish Mortgage (SMT.L)
0.32%0%26.47%2/13/2023
Devon EnergyDevon Energy (DVN)
0.06%0%9.62%7/1/2022
RepsolRepsol (REP.MC)
0.05%0%9.62%7/1/2022
EquinorEquinor (EQNR)
0.05%0%9.62%7/1/2022
ShellShell (SHEL.L)
0.05%0%9.62%7/1/2022
SchlumbergerSchlumberger (SLB)
0.05%0%9.62%7/1/2022
BPBP (BP.L)
0.05%0%9.84%7/4/2022
Eni SpA-ADREni SpA-ADR (E)
0.05%0%9.62%7/1/2022
WoodWood (WG.L)
0.04%0%9.62%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 & Instruments Over Time

Cash Exposure %

Number of Instruments