Loading...
Portfolio Diversification
Range
Most Diversified
9 instruments
January 10, 2026
Least Diversified
0 instruments
January 14, 2025
Average
3.3 instruments
Most Consistent Holdings
Top 5
IEMG35.99%
D26A.L35.99%
POL33.45%
EWW33.11%
SHY30.74%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Finvest_Fund | 60.53% | 0% | 62.07% | 1/13/2025 |
| iShares iBonds Dec 2026 Term $ Corp UCITS ETF (D26A.L) | 12.39% | 11.4% | 35.99% | - |
 iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 2.88% | 3.91% | 30.74% | - |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 2.84% | 3.8% | 30.74% | - |
 iShares iBonds Dec 2034 Term $ Corp UCITS ETF (ID34.L) | 2.12% | 11.86% | 7.28% | - |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 1.33% | 1.23% | 35.99% | - |
| iShares MSCI Mexico ETF (EWW) | 0.67% | 0% | 33.11% | 3/2/2026 |
 ProShares UltraPro QQQ (TQQQ) | 0.58% | 0% | 19.56% | 3/2/2026 |
| Polygon Ecosystem (ex Matic) (POL) | 0.55% | 0% | 33.45% | 3/5/2026 |
 XRP (XRP) | 0.41% | 0% | 6.77% | 1/31/2026 |
 Stellar (XLM) | 0.27% | 0% | 13.21% | 7/9/2025 |
 Atkore (ATKR) | 0.26% | 0% | 4.57% | 9/30/2025 |
 NVIDIA (NVDA) | 0.25% | 0% | 8.89% | 5/20/2025 |
 Amundi S&P World Materials Screened UCITS ETF Acc (MWOD.DE) | 0.16% | 2.47% | 2.88% | - |
 SPDR Gold (GLD) | 0.12% | 0% | 1.78% | 3/23/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares iBonds Dec 2026 Term $ Corp UCITS ETF (D26A.L) | 27.98% | 28.83% |
| iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 9.83% | 9.98% |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 9.83% | 9.74% |
| XRP (XRP) | 7.26% | 5.59% |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 2.42% | 3.03% |
| ProShares UltraPro QQQ (TQQQ) | 2.42% | 3.02% |
| iShares MSCI Mexico ETF (EWW) | 1.21% | 1.66% |
| Polygon Ecosystem (ex Matic) (POL) | 1.45% | 0.76% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.