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.L99.29%
FLOA.L99.29%
SPXS.L99.29%
USPA.L99.29%
XMJD.L99.29%
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) | 20.9% | 21.25% | 99.29% | - |
 iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) | 13.33% | 13.2% | 98.58% | - |
 Amundi Core Stoxx Europe 600 UCITS ETF (MEUS.L) | 11.08% | 11.19% | 98.58% | - |
| Franklin S&P 500 Paris Aligned Climate UCITS ETF (USPA.L) | 9.75% | 9.98% | 99.29% | - |
| Invesco S&P 500 UCITS ETF (SPXS.L) | 9.22% | 9.42% | 99.29% | - |
 Xtrackers II Global Government Bond UCITS ETF (XGSI.L) | 7.63% | 7.5% | 99.29% | - |
 Franklin USD Investment Grade Corporate Bond UCITS ETF (FLUC.L) | 6.8% | 6.81% | 98.58% | - |
 iShares MSCI EM UCITS ETF USD Acc (IEMA.L) | 6.22% | 6.61% | 98.58% | - |
| iShares USD Short Duration High Yield Corp Bond UCITS ETF (SDHA.L) | 3.88% | 3.81% | 99.29% | - |
| Xtrackers MSCI Japan UCITS ETF (XMJD.L) | 2.97% | 3.09% | 99.29% | - |
 Vanguard USD Emerging Markets Government Bond UCITS ETF (VDEA.L) | 2.35% | 2.35% | 99.29% | - |
| iShares USD Floating Rate Bond UCITS ETF (FLOA.L) | 1.91% | 1.86% | 99.29% | - |
 iShares USD Treasury Bond 1-3yr UCITS ETF (IBTA.L) | 1.9% | 1.87% | 98.58% | - |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
There is no history available for this day.