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Portfolio Diversification
Range
Most Diversified
23 instruments
May 10, 2022
Least Diversified
0 instruments
November 14, 2025
Average
14.7 instruments
Most Consistent Holdings
Top 5
IS3N.DE50.32%
IS3S.DE50.32%
SWDA.L50.32%
IUSQ.DE50.32%
IUSN.DE50.32%
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) | 24.83% | 46.09% | 50.32% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 6.78% | 0% | 49.37% | 3/19/2024 |
| iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) | 6.68% | 23.85% | 50.32% | - |
 iShares TIPS Bond ETF (TIP) | 4.54% | 0% | 49.37% | 3/19/2024 |
 iShares Global REIT ETF (REET) | 4.54% | 0% | 49.37% | 3/19/2024 |
 Vanguard Total World Stock ETF (VT.US) | 4.54% | 0% | 41.24% | 3/19/2024 |
 Vanguard FTSE Emerging Markets (VWO) | 4.39% | 0% | 49.37% | 3/19/2024 |
 Vanguard Total Stock Market ETF (VTI) | 4.27% | 0% | 49.37% | 3/19/2024 |
 iShares Global AAA-AA Govt Bond UCITS ETF (IS0Z.DE) | 3.79% | 0% | 43.46% | 2/5/2026 |
 iShares Core Total USD Bond Market ETF (IUSB) | 3.4% | 0% | 49.37% | 3/19/2024 |
| iShares Core MSCI EM IMI UCITS ETF (IS3N.DE) | 2.58% | 5.42% | 50.32% | - |
| iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 2.49% | 4.81% | 50.32% | - |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 2.47% | 4.56% | 50.32% | - |
 iShares MSCI World Mid-Cap Equ (IS3T.DE) | 2.37% | 4.12% | 50% | - |
 Xtrackers II Global Inflation-Linked Bond UCITS ETF (XGIN.DE) | 2.31% | 0% | 24.24% | 4/7/2025 |
 iShares Core S&P US Value (IUSV) | 1.51% | 0% | 49.37% | 3/19/2024 |
 iShares Russell 2000 Value ETF (IWN) | 1.51% | 0% | 49.37% | 3/19/2024 |
 iShares Edge MSCI USA Quality (QUAL) | 1.44% | 0% | 49.37% | 3/19/2024 |
 iShares Edge MSCI USA Momentum (MTUM) | 1.39% | 0% | 49.37% | 3/19/2024 |
 iShares Core International Aggregate Bond ETF (IAGG) | 1.16% | 0% | 49.37% | 3/19/2024 |
 iShares Edge MSCI World Minimum Volatility UCITS ETF USD (IQQ0.DE) | 1.02% | 0% | 20.3% | 2/4/2025 |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.88% | 0% | 49.37% | 3/19/2024 |
 iShares Edge MSCI Min Vol USA (USMV) | 0.75% | 0% | 49.37% | 3/19/2024 |
 Invesco Senior Loan ETF (BKLN) | 0.71% | 0% | 48.92% | 3/19/2024 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.68% | 0% | 46.89% | 3/19/2024 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.52% | 6.99% | 6.85% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.51% | 0% | 36.04% | 8/17/2023 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.47% | 0% | 48.92% | 3/19/2024 |
 iShares S&P Mid-Cap 400 Value ETF (IJJ) | 0.46% | 0% | 46.89% | 3/19/2024 |
 iShares Russell Mid-Cap Value ETF (IWS) | 0.45% | 0% | 46.89% | 3/19/2024 |
 SPDR Bloomberg High Yield Bond ETF (JNK) | 0.44% | 0% | 46.89% | 3/19/2024 |
 iShares Core High Dividend ETF (HDV) | 0.35% | 0% | 35.6% | 8/17/2023 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.32% | 0% | 33.57% | 8/17/2023 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 49.37% | 47.2% |
| iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) | 20.35% | 20.47% |
| iShares Global AAA-AA Govt Bond UCITS ETF (IS0Z.DE) | 9.87% | 7.06% |
| iShares Core MSCI EM IMI UCITS ETF (IS3N.DE) | 5.01% | 4.95% |
| iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 5.27% | 4.81% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 4.94% | 4.77% |
| iShares MSCI World Mid-Cap Equ (IS3T.DE) | 4.94% | 4.4% |
Cash & Instruments Over Time
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