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Portfolio Diversification
Range
Most Diversified
13 instruments
June 4, 2025
Least Diversified
0 instruments
October 20, 2025
Average
12.7 instruments
Most Consistent Holdings
Top 5
SDHA.L97.69%
SPXS.L97.69%
XGSI.L97.69%
VDEA.L97.69%
FRUE.L97.69%
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) | 21.36% | 24.57% | 97.12% | - |
| Xtrackers II Global Government Bond UCITS ETF (XGSI.L) | 12.29% | 14.02% | 97.69% | - |
| Franklin US Equity UCITS ETF (FRUE.L) | 12.06% | 8.43% | 97.69% | - |
 Franklin USD Investment Grade Corporate Bond UCITS ETF (FLUC.L) | 10.97% | 12.44% | 97.5% | - |
| iShares USD Short Duration High Yield Corp Bond UCITS ETF (SDHA.L) | 6.22% | 7.03% | 97.69% | - |
 Amundi Core Stoxx Europe 600 UCITS ETF (MEUS.L) | 5.91% | 3.92% | 97.5% | - |
| Invesco S&P 500 UCITS ETF (SPXS.L) | 5.5% | 4.96% | 97.69% | - |
 Franklin S&P 500 Paris Aligned Climate UCITS ETF (USPA.L) | 4.56% | 0% | 74.42% | 7/6/2026 |
 iShares MSCI EM UCITS ETF USD Acc (IEMA.L) | 4.21% | 3.6% | 97.12% | - |
| Vanguard USD Emerging Markets Government Bond UCITS ETF (VDEA.L) | 3.74% | 4.14% | 97.69% | - |
 iShares USD Floating Rate Bond UCITS ETF (FLOA.L) | 3% | 3.26% | 97.12% | - |
 iShares USD Treasury Bond 1-3yr UCITS ETF (IBTA.L) | 2.28% | 0% | 74.81% | 7/6/2026 |
 Xtrackers MSCI Japan UCITS ETF (XMJD.L) | 1.82% | 1.49% | 97.5% | - |
 Franklin Core US Enhanced Equity UCITS ETF USD Acc (UENH.L) | 1.54% | 7.28% | 21.15% | - |
 iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 0.8% | 3.51% | 22.88% | - |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) | 23.89% | 22.89% |
| Xtrackers II Global Government Bond UCITS ETF (XGSI.L) | 13.74% | 13.02% |
| Franklin US Equity UCITS ETF (FRUE.L) | 11.25% | 12.27% |
| Franklin USD Investment Grade Corporate Bond UCITS ETF (FLUC.L) | 12.49% | 11.8% |
| iShares USD Short Duration High Yield Corp Bond UCITS ETF (SDHA.L) | 6.67% | 6.54% |
| Amundi Core Stoxx Europe 600 UCITS ETF (MEUS.L) | 5.37% | 5.63% |
| Franklin S&P 500 Paris Aligned Climate UCITS ETF (USPA.L) | 5.19% | 5.62% |
| Invesco S&P 500 UCITS ETF (SPXS.L) | 4.8% | 5.27% |
| iShares MSCI EM UCITS ETF USD Acc (IEMA.L) | 3.68% | 4.23% |
| Vanguard USD Emerging Markets Government Bond UCITS ETF (VDEA.L) | 3.9% | 3.93% |
| iShares USD Treasury Bond 1-3yr UCITS ETF (IBTA.L) | 3.41% | 3.27% |
| iShares USD Floating Rate Bond UCITS ETF (FLOA.L) | 3.41% | 3.27% |
| Xtrackers MSCI Japan UCITS ETF (XMJD.L) | 1.65% | 1.75% |
Cash & Instruments Over Time
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