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.L97.91%
FLOA.L97.91%
SPXS.L97.91%
USPA.L97.91%
XMJD.L97.91%
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) | 20.69% | 21.55% | 97.91% | - |
 iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) | 13.07% | 13.05% | 97.38% | - |
 Amundi Core Stoxx Europe 600 UCITS ETF (MEUS.L) | 10.86% | 11.27% | 96.86% | - |
| Franklin S&P 500 Paris Aligned Climate UCITS ETF (USPA.L) | 9.65% | 10% | 97.91% | - |
| Invesco S&P 500 UCITS ETF (SPXS.L) | 9.14% | 9.53% | 97.91% | - |
 Xtrackers II Global Government Bond UCITS ETF (XGSI.L) | 7.47% | 7.39% | 97.91% | - |
 Franklin USD Investment Grade Corporate Bond UCITS ETF (FLUC.L) | 6.64% | 6.58% | 96.86% | - |
 iShares MSCI EM UCITS ETF USD Acc (IEMA.L) | 6.18% | 6.59% | 96.86% | - |
| iShares USD Short Duration High Yield Corp Bond UCITS ETF (SDHA.L) | 3.8% | 3.81% | 97.91% | - |
| Xtrackers MSCI Japan UCITS ETF (XMJD.L) | 2.95% | 3.1% | 97.91% | - |
 Vanguard USD Emerging Markets Government Bond UCITS ETF (VDEA.L) | 2.31% | 2.35% | 97.91% | - |
| iShares USD Floating Rate Bond UCITS ETF (FLOA.L) | 1.87% | 1.87% | 97.91% | - |
 iShares USD Treasury Bond 1-3yr UCITS ETF (IBTA.L) | 1.85% | 1.86% | 96.86% | - |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
There is no history available for this day.