Caricar avatar

Caricar
🇩🇪 Software and Retail Investor.
3 copiers.

Cash Allocation

Range

Highest Cash
September 13, 2024
Lowest Cash
November 28, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
14 instruments
February 8, 2022
Least Diversified
0 instruments
February 2, 2025
Average
10 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.91%
avatarDGRO
99.91%
avatarG1A.DE
98.36%
avatarGOOG
96.44%
avatarHD
96.44%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 28, 2024
Lowest Exposure
September 13, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Retail Trade
11.55%
Health Technology
10.6%
Finance
7.3%
Technology Services
6.5%
Electronic Technology
6.49%

Top Countries

Top 5

🇺🇸United States
35.36%
🇩🇪Germany
13.97%
🇭🇰Hong Kong
0.16%
🇨🇭Switzerland
0.1%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
TalanxTalanx (TLX.DE)
6.6%0%96.35%2/1/2025
CostcoCostco (COST)
6.13%0%96.44%2/1/2025
AppleApple (AAPL)
5.87%0%99.91%2/1/2025
AbbVieAbbVie (ABBV)
5.64%0%96.44%2/1/2025
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
5.48%0%99.91%2/1/2025
AlphabetAlphabet (GOOG)
4.83%0%96.44%2/1/2025
Thermo FisherThermo Fisher (TMO)
4.72%0%96.44%2/1/2025
GEAGEA (G1A.DE)
4.66%0%98.36%2/1/2025
Home DepotHome Depot (HD)
4.65%0%96.44%2/1/2025
MicrosoftMicrosoft (MSFT)
1.35%0%16.7%2/1/2025
E.ONE.ON (EOAN.DE)
1.01%0%22.08%9/28/2022
AmazonAmazon (AMZN)
0.78%0%15.15%2/1/2025
Wells FargoWells Fargo (WFC)
0.7%0%11.95%5/12/2022
RheinmetallRheinmetall (RHM.DE)
0.62%0%11.59%2/1/2025
McDonald'sMcDonald's (MCD)
0.52%0%11.68%2/1/2025
Deutsche PostDeutsche Post (DHL.DE)
0.46%0%10.13%5/9/2022
SAPSAP (SAP.DE)
0.32%0%6.02%2/1/2025
Mercedes-BenzMercedes-Benz (MBG.DE)
0.17%0%3.56%2/8/2022
TeslaTesla (TSLA)
0.17%0%3.47%2/7/2022
Kunlun EnergyKunlun Energy (00135.HK)
0.16%0%3.56%2/8/2022
BioNTech SEBioNTech SE (BNTX)
0.14%0%3.47%2/7/2022
StraumannStraumann (STMN.ZU)
0.1%0%1.73%1/19/2022

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      MicrosoftMicrosoft (MSFT)
      		10.71%8.89%
      TalanxTalanx (TLX.DE)
      		5.35%8.44%
      CostcoCostco (COST)
      		5.35%8.02%
      AppleApple (AAPL)
      		5.35%7.13%
      AlphabetAlphabet (GOOG)
      		5.35%6.16%
      AbbVieAbbVie (ABBV)
      		5.35%5.66%
      RheinmetallRheinmetall (RHM.DE)
      		5.35%5.59%
      iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
      		5.35%5.44%
      AmazonAmazon (AMZN)
      		5.35%5.18%
      SAPSAP (SAP.DE)
      		5.68%5.16%
      GEAGEA (G1A.DE)
      		5.35%4.96%
      Home DepotHome Depot (HD)
      		5.35%4.93%
      McDonald'sMcDonald's (MCD)
      		5.35%4.38%
      Thermo FisherThermo Fisher (TMO)
      		5.35%4%

      Cash Exposure Over Time

      Cash Exposure % Over Time