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Portfolio Diversification
Range
Most Diversified
5 instruments
August 30, 2022
Least Diversified
0 instruments
January 1, 2022
Average
4.2 instruments
Most Consistent Holdings
Top 5
UDVD.L99.74%
IVV97.83%
VOOV97.83%
SHV77.32%
VNQ24.13%
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 Core S&P 500 ETF (IVV) | 39.81% | 49.35% | 97.83% | - |
| SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 22.41% | 24.06% | 99.74% | - |
| iShares 0-1 Year Treasury Bond (SHV) | 13.57% | 17.74% | 77.32% | - |
| Vanguard S&P 500 Value ETF (VOOV) | 8.67% | 8.72% | 97.83% | - |
 SPX500 Index (Non Expiry) (SPX500) | 6.24% | 0% | 22.42% | 1/2/2023 |
| Vanguard Real Estate ETF (VNQ) | 0.72% | 0% | 24.13% | 9/25/2023 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core S&P 500 ETF (IVV) | 41.76% | 50.95% |
| SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 26.8% | 22.97% |
| iShares 0-1 Year Treasury Bond (SHV) | 23.11% | 17.63% |
| Vanguard S&P 500 Value ETF (VOOV) | 8.11% | 8.29% |
Cash & Instruments Over Time
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