Published example · not a personal recommendation
Factor Tilt
Combine systematic factor exposure with a deliberate selection of operating businesses.
Inspect every target weight
The construction idea
Value, quality, momentum and size funds sit alongside six selected businesses. Smaller technology positions limit their shared investment cycle.
The trade-off
The stocks overlap the funds. Factors can lag for years, and the selected businesses add company and valuation 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
- 68.00%
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: factor-tilt-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.
iShares World Value Acc
IE00BP3QZB59
Systematic developed-market value exposure.
Examine risk
Value can lag for years and overlap the broad equity fund.
iShares World Quality Acc
IE00BP3QZ601
Systematic developed-market quality exposure.
Examine risk
Quality does not guarantee a fair price or protection from loss.
iShares World Momentum Acc
IE00BP3QZ825
Systematic developed-market momentum exposure.
Examine risk
Trend reversals and index turnover can hurt returns.
iShares World Small Cap Acc
IE00BF4RFH31
Smaller companies across developed markets.
Examine risk
Higher liquidity and business-cycle risk; this is not a small-value fund.
Microsoft
US5949181045
Enterprise software and cloud services.
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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