Portfolio Diversification
Range
Most Diversified
7 instruments
January 31, 2024
Least Diversified
0 instruments
January 26, 2024
Average
6.9 instruments
Most Consistent Holdings
Top 5
IS3N.DE98.65%
IBCC.DE98.65%
PPFB.DE98.65%
IS3L.DE98.65%
IS3K.DE98.65%
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) | 41.27% | 0% | 98.65% | 2/1/2025 |
| iShares Ultrashort Bond UCITS ETF (IS3L.DE) | 25.59% | 0% | 98.65% | 2/1/2025 |
| iShares Physical Gold ETC (PPFB.DE) | 8.72% | 0% | 98.65% | 2/1/2025 |
 iShares EUR High Yield Corp Bond UCITS ETF (EUNW.DE) | 6.54% | 0% | 98.65% | 2/1/2025 |
| iShares Short Duration High Yield Corp Bond UCITS ETF (IS3K.DE) | 5.24% | 0% | 98.65% | 2/1/2025 |
| iShares Core MSCI EM IMI UCITS ETF (IS3N.DE) | 4.91% | 0% | 98.65% | 2/1/2025 |
 iShares High Yield Corp Bond ESG UCITS ETF (UEEF.DE) | 3.86% | 0% | 98.38% | 2/1/2025 |
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% |