Portfolio Diversification
Range
Most Diversified
23 instruments
May 10, 2022
Least Diversified
7 instruments
April 8, 2025
Average
16.8 instruments
Most Consistent Holdings
Top 5
IUSV62.54%
IUSB62.54%
IAGG62.54%
REET62.54%
VTI62.54%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 19.06% | 47.16% | 37.46% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 8.59% | 0% | 62.54% | 3/19/2024 |
 iShares TIPS Bond ETF (TIP) | 5.76% | 0% | 62.54% | 3/19/2024 |
| iShares Global REIT ETF (REET) | 5.76% | 0% | 62.54% | 3/19/2024 |
 Vanguard Total World Stock ETF (VT.US) | 5.75% | 0% | 52.25% | 3/19/2024 |
 Vanguard FTSE Emerging Markets (VWO) | 5.57% | 0% | 62.54% | 3/19/2024 |
| Vanguard Total Stock Market ETF (VTI) | 5.41% | 0% | 62.54% | 3/19/2024 |
| iShares Core Total USD Bond Market ETF (IUSB) | 4.31% | 0% | 62.54% | 3/19/2024 |
 iShares Global AAA-AA Govt Bond UCITS ETF (IS0Z.DE) | 3.49% | 8.07% | 37.46% | - |
 iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) | 3.09% | 18.9% | 37.46% | - |
 Xtrackers II Global Inflation-Linked Bond UCITS ETF (XGIN.DE) | 2.92% | 0% | 30.71% | 4/7/2025 |
 iShares Core MSCI EM IMI UCITS ETF (IS3N.DE) | 1.93% | 4.84% | 37.46% | - |
| iShares Core S&P US Value (IUSV) | 1.91% | 0% | 62.54% | 3/19/2024 |
 iShares Russell 2000 Value ETF (IWN) | 1.91% | 0% | 62.54% | 3/19/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.88% | 4.71% | 37.46% | - |
 iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 1.88% | 4.78% | 37.46% | - |
 iShares MSCI World Mid-Cap Equ (IS3T.DE) | 1.85% | 4.57% | 37.46% | - |
 iShares Edge MSCI USA Quality (QUAL) | 1.83% | 0% | 62.54% | 3/19/2024 |
 iShares Edge MSCI USA Momentum (MTUM) | 1.77% | 0% | 62.54% | 3/19/2024 |
| iShares Core International Aggregate Bond ETF (IAGG) | 1.47% | 0% | 62.54% | 3/19/2024 |
 iShares Edge MSCI World Minimum Volatility UCITS ETF USD (IQQ0.DE) | 1.29% | 0% | 25.72% | 2/4/2025 |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 1.11% | 0% | 62.54% | 3/19/2024 |
 iShares Edge MSCI Min Vol USA (USMV) | 0.95% | 0% | 62.54% | 3/19/2024 |
 Invesco Senior Loan ETF (BKLN) | 0.89% | 0% | 61.98% | 3/19/2024 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.87% | 0% | 59.41% | 3/19/2024 |
 iShares Core Dividend Growth ETF (DGRO) | 0.65% | 0% | 45.66% | 8/17/2023 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.59% | 0% | 61.98% | 3/19/2024 |
 iShares S&P Mid-Cap 400 Value ETF (IJJ) | 0.59% | 0% | 59.41% | 3/19/2024 |
 iShares Russell Mid-Cap Value ETF (IWS) | 0.57% | 0% | 59.41% | 3/19/2024 |
 SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | 0.55% | 0% | 59.41% | 3/19/2024 |
 iShares Core High Dividend ETF (HDV) | 0.45% | 0% | 45.1% | 8/17/2023 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.4% | 0% | 42.52% | 8/17/2023 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 49.82% | 54.11% |
| iShares Global AAA-AA Govt Bond UCITS ETF (IS0Z.DE) | 9.96% | 9.45% |
| Xtrackers II Global Inflation-Linked Bond UCITS ETF (XGIN.DE) | 9.96% | 9.37% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 4.98% | 5.33% |
| iShares Core MSCI EM IMI UCITS ETF (IS3N.DE) | 5.06% | 5.28% |
| iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 4.98% | 5.22% |
| iShares Edge MSCI World Minimum Volatility UCITS ETF USD (IQQ0.DE) | 4.98% | 5.18% |
| iShares MSCI World Mid-Cap Equ (IS3T.DE) | 4.98% | 5.09% |
| iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) | 4.98% | 4.94% |