Published example · not a personal recommendation
Market Index
Participate in broad markets without selecting individual stocks.
Inspect every target weight
The construction idea
A global equity core, two distinct bond roles and an actual cash reserve. Each holding has a defined job.
The trade-off
Market losses remain possible. Currency hedging does not remove interest-rate or credit 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
- 60.00%
- Five largest holdings
- 100.00%
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: market-index-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 Global Aggregate EUR Hedged Acc
IE00BDBRDM35
Global investment-grade bonds hedged to EUR.
Examine risk
Interest-rate and credit losses remain despite currency hedging.
iShares EUR Government 0–1yr Dist
IE00B3FH7618
Short euro government bonds, separate from cash.
Examine risk
A bond fund can lose value and is not a guaranteed deposit.
Cash balance
Cash in the portfolio's base currency, separate from investment funds.
Examine risk
Inflation reduces purchasing power; no interest rate is assumed.
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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