Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
^AW01 | 31% | |
XUT3.L Xtrackers II US Treasuries 1-3 UCITS ETF 1D | Government Bonds, Short-Term Bond | 27.35% |
^HSI Hang Seng Index | 21.60% | |
ASHR Xtrackers Harvest CSI 300 China A-Shares Fund | China Equities | 6.25% |
BNDX Vanguard Total International Bond ETF | Global Bonds | 5% |
BSV Vanguard Short-Term Bond Index Fund ETF Shares | Short-Term Bond | 3.20% |
IAUM iShares Gold Trust Micro | Gold, Precious Metals | 2.80% |
H4ZX.DE HSBC Hang Seng TECH UCITS ETF HKD | Technology Equities | 1.80% |
MBB iShares MBS Bond ETF | Mortgage Backed Securities | 1% |
Ticker
Every 3 months
Portfolio Optimizer
Find the right asset allocation for 2025-03
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: ^AW01.