Portfolio Diversification
Range
Most Diversified
9 instruments
January 2, 2023
Least Diversified
1 instruments
December 28, 2024
Average
5.2 instruments
Most Consistent Holdings
Top 5
IBZL.L100%
IAPD.L84.63%
IDEM.L84.63%
BAC84.52%
NU84.52%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 31.32% | 0% | 84.63% | 12/27/2024 |
| iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 24.22% | 97.63% | 100% | - |
| iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 10.18% | 0% | 84.63% | 12/27/2024 |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 9.97% | 0% | 24.82% | 8/2/2023 |
| Nu (NU) | 5.37% | 0% | 84.52% | 12/26/2024 |
| Bank of America (BAC) | 3.45% | 0% | 84.52% | 12/26/2024 |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 2.66% | 0% | 24.82% | 8/2/2023 |
 Vanguard Value ETF (VTV) | 1.55% | 0% | 25.89% | 8/11/2023 |
 Fiserv (FI) | 0.17% | 0% | 10.64% | 4/3/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 23.82% | 18.01% |