Caricar avatar

Caricar
🇩🇪 Software and Retail Investor.
3 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

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
10.4 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.92%
avatarDGRO
99.76%
avatarG1A.DE
98.51%
avatarGOOG
96.94%
avatarHD
96.94%

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
12.2%
Health Technology
10.05%
Electronic Technology
8.06%
Technology Services
7.76%
Finance
7.63%

Top Countries

Top 5

🇺🇸United States
36.8%
🇩🇪Germany
16.14%
🇭🇰Hong Kong
0.13%
🇨🇭Switzerland
0.09%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
TalanxTalanx (TLX.DE)
7.03%10.53%96.87%-
CostcoCostco (COST)
6.34%0%96.71%7/31/2025
AppleApple (AAPL)
5.81%5.05%99.92%-
AbbVieAbbVie (ABBV)
5.61%5.03%96.94%-
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
5.4%0%99.76%7/31/2025
AlphabetAlphabet (GOOG)
4.85%5.18%96.94%-
GEAGEA (G1A.DE)
4.74%5.53%98.51%-
Home DepotHome Depot (HD)
4.58%3.87%96.94%-
Thermo FisherThermo Fisher (TMO)
4.23%0%87.3%3/31/2025
MicrosoftMicrosoft (MSFT)
2.32%9.47%28.45%-
RheinmetallRheinmetall (RHM.DE)
2.25%13.61%24.06%-
AmazonAmazon (AMZN)
1.28%4.31%27.04%-
McDonald'sMcDonald's (MCD)
1.03%3.79%24.06%-
E.ONE.ON (EOAN.DE)
0.86%0%18.97%9/28/2022
Wells FargoWells Fargo (WFC)
0.6%0%10.27%5/12/2022
SAPSAP (SAP.DE)
0.59%0%11.36%4/22/2025
Deutsche PostDeutsche Post (DHL.DE)
0.4%0%8.7%5/9/2022
Mercedes-BenzMercedes-Benz (MBG.DE)
0.15%0%3.06%2/8/2022
TeslaTesla (TSLA)
0.15%0%2.98%2/7/2022
Kunlun EnergyKunlun Energy (00135.HK)
0.13%0%3.06%2/8/2022
BioNTech SEBioNTech SE (BNTX)
0.12%0%2.98%2/7/2022
StraumannStraumann (STMN.ZU)
0.09%0%1.49%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 & Instruments Over Time

Cash Exposure %

Number of Instruments