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Portfolio Diversification
Range
Most Diversified
9 instruments
January 3, 2025
Least Diversified
0 instruments
November 22, 2023
Average
7.7 instruments
Most Consistent Holdings
Top 5
SPY5.L92.16%
CNDX.L88.96%
IUAA.L85.32%
BTC81.57%
XDEW.DE78.26%
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 |
|---|---|---|---|---|
| SS SPDR S&P 500 UCITS ETF (SPY5.L) | 26.44% | 15.23% | 92.16% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 23.28% | 13.68% | 60.82% | - |
 WisdomTree Core Physical Gold (WGLD.L) | 8.45% | 14.38% | 50.66% | - |
| Bitcoin (BTC) | 6.94% | 9.92% | 81.57% | - |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 5.87% | 5.23% | 88.96% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 5.67% | 0% | 23.51% | 3/4/2025 |
| iShares US Aggregate Bond UCITS ETF (IUAA.L) | 5.39% | 0% | 85.32% | 3/23/2026 |
| Xtrackers S&P 500 Equal Weight UCITS ETF (XDEW.DE) | 4.67% | 0% | 78.26% | 3/23/2026 |
 iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 3.64% | 0% | 73.51% | 11/3/2025 |
 Ishares Russell 2000 ETF (IWM) | 1.43% | 0% | 23.51% | 3/4/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 1.41% | 0% | 3.53% | 1/2/2024 |
 Invesco S&P 500 UCITS ETF (SPXS.L) | 0.88% | 0% | 3.64% | 8/4/2025 |
 iShares MSCI ACWI UCITS ETF (ISAC.L) | 0.79% | 0% | 1.77% | 4/30/2026 |
 Vanguard FTSE All-World UCITS ETF USD Dis (VWRD.L) | 0.67% | 38.21% | 1.77% | - |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.52% | 0% | 10.38% | 3/4/2024 |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 0.42% | 0% | 51.1% | 11/3/2025 |
 Invesco QQQ (QQQ) | 0.35% | 0% | 3.53% | 1/2/2024 |
 iShares USD Treasury Bond 20+yr UCITS ETF (DTLA.L) | 0.28% | 0.94% | 17.66% | - |
 Amundi Russell 2000 UCITS ETF (RS2U.PA) | 0.21% | 1.03% | 13.69% | - |
 iShares Physical Gold ETC (PPFB.DE) | 0.11% | 0% | 3.42% | 2/3/2025 |
 iShares S&P 500 Equal Weight UCITS ETF (EWSP.AS) | 0.03% | 0.97% | 3.53% | - |
 SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF (ZPRI.DE) | 0.01% | 0% | 2.32% | 7/23/2024 |
 SPDR Gold (GLD) | 0% | 0% | 0.11% | 3/4/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SS 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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