Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
VWRP.L Vanguard FTSE All-World UCITS ETF (USD) Accumulating | Global Equities | 80% |
SGLN.L iShares Physical Gold ETC | Gold, Precious Metals, Commodities | 10% |
V Visa Inc. | Financial Services | 1% |
MA Mastercard Incorporated | Financial Services | 1% |
III.L 3I Group plc | Financial Services | 1% |
ENX.PA Euronext N.V. | Financial Services | 1% |
DBSDY DBS Group Holdings Ltd ADR | Financial Services | 1% |
EBKDY Erste Group Bank AG PK | Financial Services | 1% |
BKHYY Bank Hapoalim ADR | Financial Services | 1% |
BGEO.L Bank of Georgia Group plc | Financial Services | 1% |
MAIN Main Street Capital Corporation | Financial Services | 1% |
SREDY | 1% |
Ticker
Every 3 months
Portfolio Optimizer
Find the right asset allocation for all world gold finance
Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio OptimizerWe cannot calculate this portfolio as it contains unknown symbols. Some of this portfolio's assets were probably delisted, or do not exist in our database: SREDY.