Published example · not a personal recommendation
Capital Preservation
Give stability more room while retaining a smaller equity allocation.
Inspect every target weight
The construction idea
Short euro bonds and cash complement global bonds, inflation-linked bonds, gold, listed property and four selected businesses.
The trade-off
Capital is not guaranteed. Equities, property and bonds can fall together; inflation-linked bonds still carry real-rate risk.
This example’s analysis has not been published yet. You can inspect its composition and trade-offs; measured findings are not yet available.
What do your ETFs hold in common?
Different funds can own the same businesses. Overlap describes repeated ownership, separate from historical price movement.
No retained fund-pair measurement is available for this edition. This does not establish zero overlap.
Overlap: share of the whole portfolio. Coverage of look-through funds: unavailable · No retained constituent date
How have the investments moved together?
Weighted mean correlation summarizes historical co-movement. It is neither a loss limit nor a complete pairwise matrix.
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No retained correlation measurement is available for this edition.
3y · No retained end date · Common weekly observations in EUR; not a forecast.
Where does exposure concentrate?
Holding weights describe construction. Looking through equity funds reveals company, sector and country exposure where data is available.
- Largest holding
- 25.00%
- Five largest holdings
- 80.00%
Company, sector and country figures: share of equities. Bonds, cash and gold are not dissolved into company exposures.
Complete issuer look-through is not retained for this edition.
Edition: capital-preservation-2026-10-v2 · Retained basis: 2026-10-24 · EUR
Every holding and its role
The complete composition of this example edition, including each position’s risks.
Vanguard FTSE All-World Acc
IE00BK5BQT80
Broad developed and emerging equity markets.
Examine risk
Equity and currency losses; large and mid-sized companies only.
Procter & Gamble
US7427181091
Household and personal-care products.
Examine risk
Volume, pricing and margin pressure; defensive demand does not protect the share price.
Novartis
CH0012005267
Innovative medicines and pharmaceutical cash generation.
Examine risk
Patent expiries, clinical results and pricing decisions; ordinary Swiss share, not an ADR.
WM
US94106L1098
Waste collection, disposal and related services.
Examine risk
Acquisition integration, environmental obligations and a demanding valuation.
National Grid
GB00BDR05C01
Regulated electricity and gas networks in the UK and US.
Examine risk
Capital investment needs financing; regulatory, dilution and dividend risks remain.
iShares Global Aggregate EUR Hedged Acc
IE00BDBRDM35
Your brief shapes the next version.
This example is a starting point. Your objective, constraints and open questions shape your own proposal.
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