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BrandtAngelika
🇩🇪 Financial Services Investor.
1 copier.

Cash Allocation

Range

Highest Cash
August 6, 2024
Lowest Cash
January 28, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
56 instruments
December 27, 2024
Least Diversified
0 instruments
February 2, 2025
Average
49.8 instruments

Most Consistent Holdings

Top 5

avatarMSFT
99.87%
avatarHD
99.87%
avatarMCD
99.87%
avatarMA
99.87%
avatarV
99.87%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
January 28, 2023
Lowest Exposure
August 6, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
15.25%
Electronic Technology
12.16%
Consumer Non Durables
10.21%
Consumer Durables
6.54%
Health Technology
6.34%

Top Countries

Top 5

🇩🇪Germany
40.07%
🇺🇸United States
30.56%
🇬🇧United Kingdom
7.93%
🇫🇷France
6.55%
🇳🇱Netherlands
2.28%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Munich ReMunich Re (MUV2.DE)
4.02%0%99.87%2/1/2025
Deutsche TelekomDeutsche Telekom (DTE.DE)
3.86%0%99.87%2/1/2025
AllianzAllianz (ALV.DE)
3.82%0%99.87%2/1/2025
LindeLinde (LIN)
3.75%0%63.61%5/2/2024
RWERWE (RWE.DE)
3.7%0%99.87%2/1/2025
MondelezMondelez (MDLZ)
3.4%0%99.87%2/1/2025
Mercedes-BenzMercedes-Benz (MBG.DE)
2.87%0%99.87%2/1/2025
AppleApple (AAPL)
2.79%0%76.1%8/5/2024
LVMHLVMH (MC.PA)
2.49%0%99.87%2/1/2025
Deutsche PostDeutsche Post (DHL.DE)
2.42%0%99.87%2/1/2025
McDonald'sMcDonald's (MCD)
2.35%0%99.87%2/1/2025
SiemensSiemens (SIE.DE)
2.34%0%84.73%2/1/2025
RheinmetallRheinmetall (RHM.DE)
2.13%0%64.54%2/1/2025
WalmartWalmart (WMT)
2.06%0%84.73%2/1/2025
AirbusAirbus (AIR.PA)
2.04%0%68.26%6/7/2024
ShellShell (SHEL.L)
1.95%0%99.87%2/1/2025
BlackRockBlackRock (BLK)
1.9%0%66.14%2/1/2025
IntuitIntuit (INTU)
1.8%0%88.58%11/8/2024
MastercardMastercard (MA)
1.76%0%99.87%2/1/2025
Daimler TruckDaimler Truck (DTG.DE)
1.76%0%47.28%5/3/2024
Siemens HealthineersSiemens Healthineers (SHL.DE)
1.53%0%99.87%2/1/2025
FedExFedEx (FDX)
1.51%0%82.2%9/20/2024
BayerBayer (BAYN.DE)
1.48%0%95.48%12/30/2024
BATBAT (BATS.L)
1.42%0%99.87%2/1/2025
BrenntagBrenntag (BNR.DE)
1.37%0%99.87%2/1/2025
CintasCintas (CTAS)
1.3%0%58.03%12/19/2024
MicrosoftMicrosoft (MSFT)
1.3%0%99.87%2/1/2025
VisaVisa (V)
1.3%0%99.87%2/1/2025
NextEraNextEra (NEE)
1.15%0%75.96%2/1/2025
InfineonInfineon (IFX.DE)
1.12%0%99.87%2/1/2025
EverestEverest (EG)
1.09%0%67.2%2/1/2025
Home DepotHome Depot (HD)
1.09%0%99.87%2/1/2025
ASMLASML (ASML.NV)
1.07%0%77.03%2/1/2025
AXAAXA (CS.PA)
1.05%0%55.38%6/14/2024
BroadcomBroadcom (AVGO)
1.04%0%59.1%1/27/2025
TSMCTSMC (TSM)
1.02%0%54.85%11/27/2024
EnelEnel (ENEL.MI)
0.99%0%59.5%2/1/2025
BNP ParibasBNP Paribas (BNP.PA)
0.97%0%49.8%6/14/2024
BASFBASF (BAS.DE)
0.93%0%99.87%2/1/2025
HenkelHenkel (HEN3.DE)
0.93%0%99.87%2/1/2025
VolkswagenVolkswagen (VOW3.DE)
0.91%0%99.87%2/1/2025
MerckMerck (MRK.DE)
0.89%0%58.57%2/1/2025
AlphabetAlphabet (GOOGL)
0.83%0%74.77%7/26/2024
Coca-ColaCoca-Cola (KO)
0.8%0%82.07%2/1/2025
NestleNestle (NESN.ZU)
0.78%0%99.87%2/1/2025
INGING (INGA.NV)
0.7%0%36.65%8/5/2024
BPBP (BP.L)
0.68%0%96.41%2/1/2025
UBSUBS (UBSG.ZU)
0.68%0%24.83%9/27/2023
Eli LillyEli Lilly (LLY)
0.67%0%43.16%2/1/2025
UnitedHealthUnitedHealth (UNH)
0.65%0%40.37%2/1/2025
MerckMerck (MRK)
0.61%0%32.01%7/30/2024
PorschePorsche (P911.DE)
0.61%0%95.48%12/30/2024
SAPSAP (SAP.DE)
0.61%0%35.33%2/1/2025
freenetfreenet (FNTN.DE)
0.6%0%88.31%2/1/2025
FielmannFielmann (FIE.DE)
0.55%0%99.87%2/1/2025
Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
0.55%0%35.59%2/1/2025
AMDAMD (AMD)
0.54%0%36.25%2/1/2025
Wolters KluwerWolters Kluwer (WKL.NV)
0.5%0%32.01%2/1/2025
TJXTJX (TJX)
0.4%0%26.16%2/1/2025
PorschePorsche (PAH3.DE)
0.38%0%95.48%12/30/2024
PUMAPUMA (PUM.DE)
0.38%0%99.87%2/1/2025
S&P GlobalS&P Global (SPGI)
0.37%0%24.3%2/1/2025
Novo NordiskNovo Nordisk (NOVO-B.CO)
0.34%0%28.95%2/1/2025
CostcoCostco (COST)
0.31%0%20.58%2/1/2025
NVIDIANVIDIA (NVDA)
0.28%0%14.74%2/1/2025
SartoriusSartorius (SRT.DE)
0.27%0%95.48%12/30/2024
Deutsche BankDeutsche Bank (DBK.DE)
0.18%0%11.82%2/1/2025
VonoviaVonovia (VNA.DE)
0.17%0%11.16%3/28/2023
AmazonAmazon (AMZN)
0.14%0%8.9%2/1/2025
VertivVertiv (VRT)
0.13%0%7.44%11/27/2024
Siemens EnergySiemens Energy (ENR.DE)
0.12%0%22.58%6/23/2023
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
0.12%0%8.5%2/1/2025
Hannover ReHannover Re (HNR1.DE)
0.1%0%7.17%2/1/2025
LSELSE (LSEG.L)
0.08%0%5.31%2/1/2025
VistraVistra (VST)
0.07%0%4.25%1/27/2025
Rio TintoRio Tinto (RIO.L)
0.04%0%3.05%2/1/2025
InditexInditex (ITX.MC)
0.01%0%0.66%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Deutsche TelekomDeutsche Telekom (DTE.DE)
      		3.03%4.39%
      WalmartWalmart (WMT)
      		3.03%4.29%
      BlackRockBlackRock (BLK)
      		3.03%4.06%
      AllianzAllianz (ALV.DE)
      		3.03%3.91%
      Munich ReMunich Re (MUV2.DE)
      		2.68%3.73%
      MondelezMondelez (MDLZ)
      		2.96%2.65%
      RWERWE (RWE.DE)
      		3.19%2.44%
      MastercardMastercard (MA)
      		1.52%2%
      BroadcomBroadcom (AVGO)
      		1.52%1.97%
      SAPSAP (SAP.DE)
      		1.52%1.96%
      McDonald'sMcDonald's (MCD)
      		1.82%1.92%
      Mercedes-BenzMercedes-Benz (MBG.DE)
      		2.32%1.75%
      EnelEnel (ENEL.MI)
      		1.52%1.66%
      VisaVisa (V)
      		1.36%1.65%
      Deutsche PostDeutsche Post (DHL.DE)
      		2.46%1.64%
      SiemensSiemens (SIE.DE)
      		1.52%1.63%
      Wolters KluwerWolters Kluwer (WKL.NV)
      		1.52%1.61%
      TJXTJX (TJX)
      		1.52%1.59%
      Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
      		1.52%1.58%
      AmazonAmazon (AMZN)
      		1.52%1.57%
      Deutsche BankDeutsche Bank (DBK.DE)
      		1.52%1.55%
      CostcoCostco (COST)
      		1.52%1.51%
      UnitedHealthUnitedHealth (UNH)
      		1.52%1.51%
      S&P GlobalS&P Global (SPGI)
      		1.52%1.5%
      InfineonInfineon (IFX.DE)
      		1.67%1.5%
      LSELSE (LSEG.L)
      		1.52%1.49%
      iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
      		1.52%1.47%
      EverestEverest (EG)
      		1.52%1.44%
      Eli LillyEli Lilly (LLY)
      		1.52%1.43%
      VistraVistra (VST)
      		1.52%1.42%
      NextEraNextEra (NEE)
      		1.52%1.42%
      Hannover ReHannover Re (HNR1.DE)
      		1.52%1.39%
      ShellShell (SHEL.L)
      		1.52%1.34%
      LVMHLVMH (MC.PA)
      		1.65%1.33%
      MerckMerck (MRK.DE)
      		1.52%1.32%
      BATBAT (BATS.L)
      		1.52%1.32%
      AMDAMD (AMD)
      		1.52%1.23%
      ASMLASML (ASML.NV)
      		1.52%1.17%
      Novo NordiskNovo Nordisk (NOVO-B.CO)
      		1.52%0.93%
      Coca-ColaCoca-Cola (KO)
      		0.91%0.88%
      HenkelHenkel (HEN3.DE)
      		0.76%0.86%
      Siemens HealthineersSiemens Healthineers (SHL.DE)
      		0.82%0.78%
      BrenntagBrenntag (BNR.DE)
      		1.03%0.78%
      BASFBASF (BAS.DE)
      		0.91%0.68%
      freenetfreenet (FNTN.DE)
      		0.61%0.64%
      Home DepotHome Depot (HD)
      		0.61%0.62%
      VolkswagenVolkswagen (VOW3.DE)
      		0.79%0.57%
      MicrosoftMicrosoft (MSFT)
      		0.54%0.54%
      BPBP (BP.L)
      		0.61%0.47%
      NestleNestle (NESN.ZU)
      		0.82%0.46%
      FielmannFielmann (FIE.DE)
      		0.6%0.43%
      PUMAPUMA (PUM.DE)
      		0.41%0.27%

      Cash Exposure Over Time

      Cash Exposure % Over Time