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Portfolio Diversification
Range
Most Diversified
3 instruments
November 3, 2023
Least Diversified
0 instruments
September 4, 2024
Average
1.1 instruments
Most Consistent Holdings
Top 5
SPY5.L85.7%
IB01.L13.56%
SHV8.82%
EUSTX501.86%
DXS3.DE1.67%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 19, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR S&P 500 UCITS ETF (SPY5.L) | 65.41% | 70.8% | 85.7% | - |
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 7.59% | 28.94% | 13.56% | - |
| iShares 0-1 Year Treasury Bond (SHV) | 2.6% | 0% | 8.82% | 9/29/2023 |
| EUSTX50 Index (Non Expiry) (EUSTX50) | 1.34% | 0% | 1.86% | 9/20/2024 |
| Xtrackers S&P 500 Inverse Daily Swap UCITS ETF (DXS3.DE) | 0.82% | 0% | 1.67% | 3/24/2025 |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 0.23% | 0% | 1.11% | 11/6/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.2% | 0% | 0.56% | 5/6/2025 |
 GER40 Index (Non Expiry) (GER40) | 0.07% | 0% | 0.56% | 11/8/2023 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 UCITS ETF (SPY5.L) | 99.75% | 99.76% |
Cash & Instruments Over Time
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