Portfolio Diversification
Range
Most Diversified
8 instruments
March 5, 2025
Least Diversified
0 instruments
January 26, 2024
Average
7 instruments
Most Consistent Holdings
Top 5
IS3N.DE98.88%
IBCC.DE98.88%
PPFB.DE98.88%
IS3L.DE98.88%
IS3K.DE98.88%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 26, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Treasury Bond 0-1yr UCITS ETF (IBCC.DE) | 42.49% | 44.99% | 98.88% | - |
| iShares Ultrashort Bond UCITS ETF (IS3L.DE) | 24.44% | 17.03% | 98.88% | - |
| iShares Physical Gold ETC (PPFB.DE) | 7.68% | 2.78% | 98.88% | - |
 iShares EUR High Yield Corp Bond UCITS ETF (EUNW.DE) | 7.24% | 10.4% | 98.88% | - |
| iShares Short Duration High Yield Corp Bond UCITS ETF (IS3K.DE) | 5.26% | 5.02% | 98.88% | - |
| iShares Core MSCI EM IMI UCITS ETF (IS3N.DE) | 4.59% | 4.11% | 98.88% | - |
 iShares High Yield Corp Bond ESG UCITS ETF (UEEF.DE) | 4.18% | 5.64% | 98.66% | - |
 iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 0.54% | 5.05% | 10.29% | - |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Treasury Bond 0-1yr UCITS ETF (IBCC.DE) | 49.18% | 50.68% |
| iShares Ultrashort Bond UCITS ETF (IS3L.DE) | 19.67% | 20.56% |
| iShares EUR High Yield Corp Bond UCITS ETF (EUNW.DE) | 10.73% | 10.92% |
| iShares High Yield Corp Bond ESG UCITS ETF (UEEF.DE) | 5.36% | 5.75% |
| iShares Short Duration High Yield Corp Bond UCITS ETF (IS3K.DE) | 5.36% | 5.55% |
| iShares Physical Gold ETC (PPFB.DE) | 1.79% | 2.39% |
| iShares Core MSCI EM IMI UCITS ETF (IS3N.DE) | 0.89% | 1.03% |