Portfolio Diversification
Range
Most Diversified
13 instruments
June 4, 2025
Least Diversified
0 instruments
October 20, 2025
Average
12.9 instruments
Most Consistent Holdings
Top 5
SDHA.L99.31%
SPXS.L99.31%
USPA.L99.31%
IEMA.L99.31%
IBTA.L99.31%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since June 4, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) | 20.06% | 20.08% | 97.92% | - |
 Franklin US Equity UCITS ETF (FRUE.L) | 14.1% | 14.5% | 99.31% | - |
 Xtrackers II Global Government Bond UCITS ETF (XGSI.L) | 11.56% | 11.41% | 99.31% | - |
 Franklin USD Investment Grade Corporate Bond UCITS ETF (FLUC.L) | 10.3% | 10.34% | 98.61% | - |
 Amundi Core Stoxx Europe 600 UCITS ETF (MEUS.L) | 7.47% | 7.61% | 98.61% | - |
| Franklin S&P 500 Paris Aligned Climate UCITS ETF (USPA.L) | 6.57% | 6.8% | 99.31% | - |
| Invesco S&P 500 UCITS ETF (SPXS.L) | 6.22% | 6.44% | 99.31% | - |
| iShares USD Short Duration High Yield Corp Bond UCITS ETF (SDHA.L) | 5.88% | 5.82% | 99.31% | - |
| iShares MSCI EM UCITS ETF USD Acc (IEMA.L) | 4.23% | 4.53% | 99.31% | - |
 Vanguard USD Emerging Markets Government Bond UCITS ETF (VDEA.L) | 3.56% | 3.57% | 99.31% | - |
| iShares USD Treasury Bond 1-3yr UCITS ETF (IBTA.L) | 2.9% | 2.85% | 99.31% | - |
 iShares USD Floating Rate Bond UCITS ETF (FLOA.L) | 2.86% | 2.84% | 97.92% | - |
 Xtrackers MSCI Japan UCITS ETF (XMJD.L) | 1.99% | 2.08% | 98.61% | - |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
There is no history available for this day.