Portfolio Diversification
Range
Most Diversified
9 instruments
June 12, 2025
Least Diversified
0 instruments
February 8, 2023
Average
7.2 instruments
Most Consistent Holdings
Top 5
CSP1.L96.37%
IAPD.L92.15%
SWDA.L92.15%
ITWN.L92.15%
CNDX.L92.15%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
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) | 15.47% | 4.27% | 96.37% | - |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 12.24% | 4.69% | 92.15% | - |
 Xtrackers MSCI India Swap UCITS ETF (XCX5.L) | 12.18% | 3.55% | 91.94% | - |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 11.83% | 4.15% | 92.15% | - |
 x7pt8sm7dk | 10.32% | 71.57% | 14.5% | - |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 9.29% | 2.77% | 92.15% | - |
| iShares MSCI Taiwan UCITS ETF (ITWN.L) | 8.33% | 3.36% | 92.15% | - |
 iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 6.89% | 3.41% | 74.42% | - |
 iShares Automation & Robotics UCITS ETF (2B76.DE) | 5.54% | 2.59% | 74.42% | - |
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% |