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Portfolio Diversification
Range
Most Diversified
9 instruments
January 3, 2025
Least Diversified
0 instruments
November 22, 2023
Average
7.9 instruments
Most Consistent Holdings
Top 5
SPY5.L94.34%
CNDX.L90.84%
IUAA.L90.72%
BTC87.11%
XDEW.DE83.01%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 22, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR S&P 500 UCITS ETF (SPY5.L) | 27.76% | 45.27% | 94.34% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 21.62% | 11.01% | 57.71% | - |
 WisdomTree Core Physical Gold (WGLD.L) | 7.77% | 29.55% | 46.63% | - |
| Bitcoin (BTC) | 7.38% | 0% | 87.11% | 12/1/2025 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 6.19% | 0% | 25.66% | 3/4/2025 |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 6.14% | 5.04% | 90.84% | - |
| iShares US Aggregate Bond UCITS ETF (IUAA.L) | 5.86% | 1% | 90.72% | - |
| Xtrackers S&P 500 Equal Weight UCITS ETF (XDEW.DE) | 5.02% | 5.04% | 83.01% | - |
 iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 3.97% | 0% | 80.24% | 11/3/2025 |
 Ishares Russell 2000 ETF (IWM) | 1.56% | 0% | 25.66% | 3/4/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 1.54% | 0% | 3.86% | 1/2/2024 |
 Invesco S&P 500 UCITS ETF (SPXS.L) | 0.96% | 0% | 3.98% | 8/4/2025 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.57% | 0% | 11.33% | 3/4/2024 |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 0.46% | 0% | 55.78% | 11/3/2025 |
 Invesco QQQ (QQQ) | 0.39% | 0% | 3.86% | 1/2/2024 |
 iShares USD Treasury Bond 20+yr UCITS ETF (DTLA.L) | 0.22% | 0.99% | 10.6% | - |
 Amundi Russell 2000 UCITS ETF (RS2U.PA) | 0.18% | 2.03% | 10.6% | - |
 iShares Physical Gold ETC (PPFB.DE) | 0.11% | 0% | 3.73% | 2/3/2025 |
 SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF (ZPRI.DE) | 0.01% | 0% | 2.53% | 7/23/2024 |
 SPDR Gold (GLD) | 0% | 0% | 0.12% | 3/4/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 UCITS ETF (SPY5.L) | 43.17% | 42.1% |
| WisdomTree Core Physical Gold (WGLD.L) | 26.93% | 29.59% |
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 11.57% | 10.99% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 10.56% | 9.97% |
| Amundi Russell 2000 UCITS ETF (RS2U.PA) | 2.12% | 1.99% |
| iShares USD Treasury Bond 20+yr UCITS ETF (DTLA.L) | 1.06% | 1% |
| iShares US Aggregate Bond UCITS ETF (IUAA.L) | 1.05% | 1% |
Cash & Instruments Over Time
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