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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.L92.75%
CNDX.L87.29%
BTC75.42%
IUAA.L72.79%
XDEW.DE66.76%
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 |
|---|---|---|---|---|
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 24.14% | 77.6% | 63.28% | - |
| SS SPDR S&P 500 UCITS ETF (SPY5.L) | 23.89% | 5.04% | 92.75% | - |
 WisdomTree Core Physical Gold (WGLD.L) | 7.79% | 0% | 47.18% | 10/1/2026 |
| Bitcoin (BTC) | 6.4% | 4.45% | 75.42% | - |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 6.02% | 5.79% | 87.29% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 4.84% | 0% | 20.06% | 3/4/2025 |
| iShares US Aggregate Bond UCITS ETF (IUAA.L) | 4.6% | 0% | 72.79% | 3/23/2026 |
| Xtrackers S&P 500 Equal Weight UCITS ETF (XDEW.DE) | 3.99% | 0% | 66.76% | 3/23/2026 |
 Vanguard FTSE All-World UCITS ETF USD Dis (VWRD.L) | 3.42% | 3% | 15.63% | - |
 iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 3.1% | 0% | 62.71% | 11/3/2025 |
 Vanguard US Treasury 0-1 Year Bond UCITS ETF (VDST.L) | 2.99% | 0% | 8.29% | 9/1/2026 |
 Ishares Russell 2000 ETF (IWM) | 1.22% | 0% | 20.06% | 3/4/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 1.2% | 0% | 3.01% | 1/2/2024 |
 Invesco S&P 500 UCITS ETF (SPXS.L) | 0.75% | 0% | 3.11% | 8/4/2025 |
 iShares MSCI ACWI UCITS ETF (ISAC.L) | 0.67% | 0% | 1.51% | 4/30/2026 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.44% | 0% | 8.85% | 3/4/2024 |
 Amundi Russell 2000 UCITS ETF (RS2U.PA) | 0.41% | 0.99% | 25.8% | - |
 iShares USD Treasury Bond 20+yr UCITS ETF (DTLA.L) | 0.39% | 2.07% | 29% | - |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 0.36% | 0% | 43.6% | 11/3/2025 |
 Invesco QQQ (QQQ) | 0.3% | 0% | 3.01% | 1/2/2024 |
 iShares S&P 500 Equal Weight UCITS ETF (EWSP.AS) | 0.18% | 1.05% | 17.14% | - |
 iShares Physical Gold ETC (PPFB.DE) | 0.09% | 0% | 2.92% | 2/3/2025 |
 SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF (ZPRI.DE) | 0.01% | 0% | 1.98% | 7/23/2024 |
 SPDR Gold (GLD) | 0% | 0% | 0.09% | 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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