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Portfolio Diversification
Range
Most Diversified
13 instruments
June 2, 2023
Least Diversified
0 instruments
May 30, 2023
Average
12.8 instruments
Most Consistent Holdings
Top 5
VCSH96.91%
STIP96.8%
IGIB96.8%
FLOT96.8%
SPSB96.8%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 30, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares 0-5 Year TIPS Bond ETF (STIP) | 12.55% | 0% | 96.8% | 1/7/2026 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 11.34% | 0% | 96.8% | 1/7/2026 |
| Vanguard Short-Term Corporate (VCSH) | 9.55% | 0% | 96.91% | 1/7/2026 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 9.46% | 0% | 96.8% | 1/7/2026 |
| iShares Floating Rate Bond ETF (FLOT) | 7.73% | 0% | 96.8% | 1/7/2026 |
 iShares TIPS Bond ETF (TIP) | 7.69% | 0% | 96.7% | 1/7/2026 |
| iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) | 6.58% | 0% | 96.8% | 1/7/2026 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 6.54% | 0% | 96.8% | 1/7/2026 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 4.82% | 0% | 96.8% | 1/7/2026 |
| SPDR Portfolio Short Term Corporate Bond ETF (SPSB) | 4.75% | 0% | 96.8% | 1/7/2026 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 4.74% | 0% | 96.8% | 1/7/2026 |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 4.74% | 0% | 96.19% | 1/7/2026 |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 4.73% | 0% | 96.8% | 1/7/2026 |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 0.47% | 19.93% | 2.37% | - |
 iShares USD High Yield Corp Bond UCITS ETF (IHYA.L) | 0.36% | 14.99% | 2.37% | - |
 iShares USD Treasury Bond 1-3yr UCITS ETF (IBTA.L) | 0.36% | 14.99% | 2.37% | - |
 iShares TIPS 0-5 UCITS ETF (TI5A.AS) | 0.3% | 15.04% | 2.37% | - |
 iShares USD Treasury Bond 7-10yr UCITS ETF USD Acc (CBU0.L) | 0.24% | 9.94% | 2.37% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.12% | 5% | 2.37% | - |
 iShares USD Short Duration High Yield Corp Bond UCITS ETF (SDHA.L) | 0.12% | 5% | 2.37% | - |
 iShares USD Floating Rate Bond UCITS ETF (FLOA.L) | 0.12% | 4.99% | 2.37% | - |
 iShares US Aggregate Bond UCITS ETF (IUAA.L) | 0.12% | 5% | 2.37% | - |
 iShares USD TIPS UCITS ETF (IDTP.L) | 0.12% | 5.01% | 2.37% | - |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 13.9% | 14.34% |
| iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) | 9.6% | 9.82% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 9.96% | 9.78% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 9.81% | 9.73% |
| Vanguard Short-Term Corporate (VCSH) | 9.41% | 9.57% |
| iShares 0-5 Year TIPS Bond ETF (STIP) | 9.38% | 9.51% |
| iShares Core U.S. Aggregate Bond ETF (AGG) | 4.93% | 4.84% |
| iShares TIPS Bond ETF (TIP) | 4.9% | 4.83% |
| Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 4.75% | 4.79% |
| SPDR Portfolio Short Term Corporate Bond ETF (SPSB) | 4.77% | 4.74% |
| iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 4.86% | 4.72% |
| SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 4.83% | 4.68% |
| iShares Floating Rate Bond ETF (FLOT) | 4.8% | 4.67% |
Cash & Instruments Over Time
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