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4ever

Last updated Mar 2, 2024

Asset Allocation


SEGA.L 7%HIGH.L 6.15%USFR.L 5.83%ILTB 5.1%GISG.L 4.11%PHGP.L 7%UD07.L 4%500G.L 9.36%HNSS.L 8.02%CSJP.L 6.8%INTL.L 6.44%MEUD.L 6.18%XSHC.L 5.92%ENGE.L 5.26%URTH 4.72%BATG.DE 4.38%EMIM.L 3.73%BondBondCommodityCommodityEquityEquity
PositionCategory/SectorWeight
SEGA.L
iShares Core Euro Government Bond UCITS ETF (Dist)
European Government Bonds

7%

HIGH.L
iShares EUR High Yield Corporate Bond UCITS ETF EUR (Acc)
European High Yield Bonds

6.15%

USFR.L
WisdomTree USD Floating Rate Treasury Bond UCITS ETF USD
Government Bonds

5.83%

ILTB
iShares Core 10+ Year USD Bond ETF
Total Bond Market

5.10%

GISG.L
Lyxor Core Global Inflation-Linked 1-10Y Bond UCITS ETF GBP Hedged Dist
Inflation-Protected Bonds

4.11%

PHGP.L
WisdomTree Physical Gold
Precious Metals

7%

UD07.L
UBS ETFs (IE) Bloomberg Commodity CMCI SF UCITS ETF (USD) A-acc
Commodities

4%

500G.L
Amundi S&P 500 UCITS ETF C USD
Large Cap Blend Equities

9.36%

HNSS.L
HSBC Nasdaq Global Semiconductor UCITS ETF
Technology Equities

8.02%

CSJP.L
iShares MSCI Japan UCITS ETF USD (Acc)
Japan Equities

6.80%

INTL.L
WisdomTree Artificial Intelligence UCITS ETF - USD Acc
Technology Equities

6.44%

MEUD.L
Lyxor Core STOXX Europe 600 (DR) - UCITS ETF Acc
Europe Equities

6.18%

XSHC.L
Xtrackers MSCI USA Health Care UCITS ETF 1D
Health & Biotech Equities

5.92%

ENGE.L
SPDR MSCI Europe Energy UCITS ETF
Energy Equities

5.26%

URTH
iShares MSCI World ETF
Large Cap Growth Equities

4.72%

BATG.DE

4.38%

EMIM.L
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)
Emerging Markets Equities

3.73%

S&P 500

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