ShieldCapital avatar

ShieldCapital
🇬🇧 ETF and Other Investor.
1 copier.

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
20.9 instruments

Most Consistent Holdings

Top 5

avatar3IN.L
99.54%
avatarHVPE.L
99.54%
avatarPSH.L
99.54%
avatarPIN.L
99.54%
avatarRCP.L
99.45%

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
55.2%
Finance
11.75%
Miscellaneous
10.17%
Energy Minerals
0.39%
Industrial Services
0.06%

Top Countries

Top 5

🇬🇧United Kingdom
20.09%
🇺🇸United States
0.14%
🇪🇸Spain
0.07%
🇳🇴Norway
0.07%
🇮🇹Italy
0.06%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares Core Conservative Allocation ETFiShares Core Conservative Allocation ETF (AOK)
7.13%0%92.06%11/7/2024
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
7.05%0%83.39%2/1/2025
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
6.87%0%66.97%2/1/2025
iShares MSCI ACWI Index FundiShares MSCI ACWI Index Fund (ACWI)
5.98%0%63.96%2/1/2025
3i Infrastructure3i Infrastructure (3IN.L)
4.63%0%99.54%2/1/2025
iShares 0-5 Year TIPS Bond ETFiShares 0-5 Year TIPS Bond ETF (STIP)
4.09%0%66.97%2/1/2025
iShares Core International Aggregate Bond ETFiShares Core International Aggregate Bond ETF (IAGG)
2.96%0%74.64%10/28/2024
Xtrackers II EUR Overnight Rate Swap UCITS ETFXtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE)
2.79%0%28.47%1/2/2025
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
2.61%0%99.36%2/1/2025
Pantheon InternationalPantheon International (PIN.L)
2.61%0%99.54%2/1/2025
Temple BarTemple Bar (TMPL.L)
2.59%0%65.78%2/1/2025
iShares 1-3 Year Treasury Bond ETFiShares 1-3 Year Treasury Bond ETF (SHY)
2.57%0%64.32%1/2/2025
HarbourVestHarbourVest (HVPE.L)
2.51%0%99.54%2/1/2025
SPDR GoldSPDR Gold (GLD)
2.45%0%67.52%2/1/2025
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
2.16%0%63.87%2/1/2025
RIT CapitalRIT Capital (RCP.L)
2.13%0%99.45%2/1/2025
Pershing SquarePershing Square (PSH.L)
2.1%0%99.54%2/1/2025
iPath Bloomberg Commodity Index Total Return ETNiPath Bloomberg Commodity Index Total Return ETN (DJP)
2.01%0%40.05%6/12/2023
Vanguard Short-Term Inflation-Protected Securities ETFVanguard Short-Term Inflation-Protected Securities ETF (VTIP)
1.96%0%50.82%2/1/2025
TritaxTritax (BBOX.L)
1.34%0%84.31%2/1/2025
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
1.33%0%70.8%2/1/2025
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
1.16%0%32.57%1/19/2023
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
1.13%0%54.11%2/1/2025
VinaCapitalVinaCapital (VOF.L)
1.06%0%68.25%2/1/2025
iShares Global Consumer Staples ETFiShares Global Consumer Staples ETF (KXI)
0.87%0%57.94%2/1/2025
iShares MSCI All Country Asia ex Japan ETFiShares MSCI All Country Asia ex Japan ETF (AAXJ)
0.84%0%68.25%2/1/2025
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.84%0%58.3%10/29/2024
MonksMonks (MNKS.L)
0.54%0%34.76%2/13/2023
Scottish MortgageScottish Mortgage (SMT.L)
0.41%0%34.12%2/13/2023
iShares $ Treasury Bond 0-1yr UCITS ETFiShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L)
0.28%0%2.74%2/1/2025
iShares $ Treasury Bond 1-3yr UCITS ETFiShares $ Treasury Bond 1-3yr UCITS ETF (2B7S.DE)
0.13%0%2.74%2/1/2025
Devon EnergyDevon Energy (DVN)
0.07%0%12.41%7/1/2022
RepsolRepsol (REP.MC)
0.07%0%12.41%7/1/2022
EquinorEquinor (EQNR)
0.07%0%12.41%7/1/2022
ShellShell (SHEL.L)
0.07%0%12.41%7/1/2022
SchlumbergerSchlumberger (SLB)
0.06%0%12.41%7/1/2022
BPBP (BP.L)
0.06%0%12.68%7/4/2022
Eni SpA-ADREni SpA-ADR (E)
0.06%0%12.41%7/1/2022
WoodWood (WG.L)
0.05%0%12.41%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