PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Suntzy gets lucky
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Asset Allocation


BLV 10.59%CE01.L 4.13%SGLP.L 4.08%ETHE.SW 2.51%F500.DE 7.71%XY4P.DE 5.79%SUSW.L 4.52%TRSG.L 4.47%MEUD.L 4.37%HNSS.L 3.5%XAIX.DE 3.38%XM1D.DE 3.33%LIT 3.28%ENGE.L 3.19%IUQF.L 2.85%GISG.L 2.57%EMIM.L 2.52%XDWH.DE 2.17%RENG.L 2.08%XDEQ.L 2.05%XWFS.L 2.04%AMEC.DE 2%GLGG.L 1.99%XWTS.DE 1.99%EMXC.DE 1.94%WLDS.L 1.94%UC15.L 1.89%EMSM.DE 1.87%BCHS.L 1.75%URNP.L 1.69%EPRA.L 1.81%BondBondCommodityCommodityCryptocurrencyCryptocurrencyEquityEquityReal EstateReal Estate
PositionCategory/SectorTarget Weight
AMEC.DE
Amundi Index Smart City UCITS ETF
Global Equities
2%
BCHS.L
Invesco CoinShares Global Blockchain UCITS ETF Acc
Technology Equities
1.75%
BLV
Vanguard Long-Term Bond ETF
Total Bond Market
10.59%
CE01.L
iShares Euro Government Bond 7-10yr UCITS ETF (Acc)
European Government Bonds
4.13%
EMIM.L
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)
Emerging Markets Equities
2.52%
EMSM.DE
SPDR MSCI Emerging Markets Small Cap UCITS ETF
Emerging Markets Equities
1.87%
EMXC.DE
Lyxor MSCI Emerging Markets Ex China UCITS ETF - Acc
Emerging Markets Equities
1.94%
ENGE.L
SPDR MSCI Europe Energy UCITS ETF
Energy Equities
3.19%
EPRA.L
Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR
REIT
1.81%
ETHE.SW
CoinShares Physical Ethereum (ETH)
Blockchain
2.51%
F500.DE
Amundi S&P 500 ESG UCITS ETF Acc
Large Cap Blend Equities
7.71%
GISG.L
2.57%
GLGG.L
L&G Clean Water UCITS ETF
Water Equities
1.99%
HNSS.L
HSBC Nasdaq Global Semiconductor UCITS ETF
Technology Equities
3.50%
IUQF.L
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Acc)
Large Cap Blend Equities
2.85%
LIT
Global X Lithium & Battery Tech ETF
Commodity Producers Equities
3.28%
MEUD.L
Lyxor Core STOXX Europe 600 (DR) - UCITS ETF Acc
Europe Equities
4.37%
RENG.L
L&G Clean Energy UCITS ETF
Energy Equities
2.08%
SGLP.L
Invesco Physical Gold A
Precious Metals
4.08%
SUSW.L
iShares MSCI World SRI UCITS ETF EUR (Acc)
Global Equities
4.52%
TRSG.L
4.47%
UC15.L
1.89%
URNP.L
1.69%
WLDS.L
1.94%
XAIX.DE
3.38%
XDEQ.L
2.05%
XDWH.DE
2.17%
XM1D.DE
3.33%
XWFS.L
2.04%
XWTS.DE
1.99%
XY4P.DE
5.79%
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab