The asset allocation of the securities portfolio for August 2021


The following report is generated on the basis of the portfolios created in the month of August by investors taking into account the securities and the number of times they have been placed in the portfolios. Continue reading

Sample portfolio

The portfolio results from the weighted average of all securities (funds and ETFs) that have been included in the portfolios created by investors in the current month, broken down into corresponding categories. In this way, we get the percentage weighting of each individual macro category, which determines this virtual mega-portfolio’s structure. An effective way to track trends in investor decisions regarding asset placement month after month. Less

Fund category %
Fonds 78.46%
Funds Shares 56.37%
Funds Bonds 10.44%
Funds Absolute 5.78%
Funds Flexible 3.39%
Funds Balanced 2.44%
Other asset 0.04%
ETFs 21.54%
ETF Shares 21.45%
Other asset 0.09%