Portfolio Diversification
Range
Most Diversified
8 instruments
October 24, 2023
Least Diversified
0 instruments
February 8, 2023
Average
6.7 instruments
Most Consistent Holdings
Top 5
CSP1.L95.13%
IAPD.L89.28%
SWDA.L89.28%
ITWN.L89.28%
CNDX.L89.28%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since February 8, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 17.93% | 0% | 95.13% | 2/1/2025 |
 Xtrackers MSCI India Swap UCITS ETF (XCX5.L) | 13.6% | 0% | 89.14% | 2/1/2025 |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 13.31% | 0% | 89.28% | 2/1/2025 |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 12.96% | 0% | 89.28% | 2/1/2025 |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 10.6% | 0% | 89.28% | 2/1/2025 |
| iShares MSCI Taiwan UCITS ETF (ITWN.L) | 9.06% | 0% | 89.28% | 2/1/2025 |
 iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 6.62% | 0% | 64.76% | 2/1/2025 |
 iShares Automation & Robotics UCITS ETF (2B76.DE) | 5.6% | 0% | 64.76% | 2/1/2025 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 13.59% | 15.2% |
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 14.04% | 14.95% |
| Xtrackers MSCI India Swap UCITS ETF (XCX5.L) | 14.97% | 14.36% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 14.14% | 14.23% |
| iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 12.07% | 12.09% |
| iShares MSCI Taiwan UCITS ETF (ITWN.L) | 10.58% | 10.59% |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 10.64% | 9.37% |
| iShares Automation & Robotics UCITS ETF (2B76.DE) | 9.2% | 8.94% |