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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.L98.14%
FLOA.L98.14%
USPA.L98.14%
XMJD.L98.14%
XGSI.L98.14%
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 |
|---|---|---|---|---|
 Franklin US Equity UCITS ETF (FRUE.L) | 20.16% | 19.86% | 98.14% | - |
 iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) | 13.94% | 15.49% | 97.83% | - |
 Amundi Core Stoxx Europe 600 UCITS ETF (MEUS.L) | 10.2% | 9.04% | 97.52% | - |
| Franklin S&P 500 Paris Aligned Climate UCITS ETF (USPA.L) | 9.23% | 8.57% | 98.14% | - |
 Invesco S&P 500 UCITS ETF (SPXS.L) | 8.75% | 8.32% | 97.83% | - |
| Xtrackers II Global Government Bond UCITS ETF (XGSI.L) | 7.95% | 8.8% | 98.14% | - |
 Franklin USD Investment Grade Corporate Bond UCITS ETF (FLUC.L) | 7.07% | 7.94% | 97.52% | - |
 iShares MSCI EM UCITS ETF USD Acc (IEMA.L) | 6.45% | 7.37% | 97.21% | - |
| iShares USD Short Duration High Yield Corp Bond UCITS ETF (SDHA.L) | 3.96% | 4.25% | 98.14% | - |
| Xtrackers MSCI Japan UCITS ETF (XMJD.L) | 2.94% | 2.91% | 98.14% | - |
 Vanguard USD Emerging Markets Government Bond UCITS ETF (VDEA.L) | 2.44% | 2.67% | 98.14% | - |
| iShares USD Floating Rate Bond UCITS ETF (FLOA.L) | 2% | 2.23% | 98.14% | - |
 iShares USD Treasury Bond 1-3yr UCITS ETF (IBTA.L) | 1.98% | 2.21% | 97.52% | - |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Franklin US Equity UCITS ETF (FRUE.L) | 18.22% | 19.39% |
| iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) | 17.05% | 15.92% |
| Xtrackers II Global Government Bond UCITS ETF (XGSI.L) | 9.81% | 9.05% |
| Franklin S&P 500 Paris Aligned Climate UCITS ETF (USPA.L) | 8.41% | 8.88% |
| Amundi Core Stoxx Europe 600 UCITS ETF (MEUS.L) | 8.66% | 8.87% |
| Invesco S&P 500 UCITS ETF (SPXS.L) | 7.78% | 8.32% |
| Franklin USD Investment Grade Corporate Bond UCITS ETF (FLUC.L) | 8.91% | 8.21% |
| iShares MSCI EM UCITS ETF USD Acc (IEMA.L) | 5.92% | 6.64% |
| iShares USD Short Duration High Yield Corp Bond UCITS ETF (SDHA.L) | 4.54% | 4.34% |
| Xtrackers MSCI Japan UCITS ETF (XMJD.L) | 2.66% | 2.76% |
| Vanguard USD Emerging Markets Government Bond UCITS ETF (VDEA.L) | 2.79% | 2.73% |
| iShares USD Floating Rate Bond UCITS ETF (FLOA.L) | 2.44% | 2.28% |
| iShares USD Treasury Bond 1-3yr UCITS ETF (IBTA.L) | 2.43% | 2.27% |
Cash & Instruments Over Time
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