MichelleCef23 avatar

MichelleCef23
🇩🇪 Consumable Goods Investor.
1 copier.

Cash Allocation

Range

Highest Cash
June 15, 2023
Lowest Cash
February 21, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
23 instruments
January 6, 2024
Least Diversified
0 instruments
February 2, 2025
Average
14.4 instruments

Most Consistent Holdings

Top 5

avatarPEP
61.4%
avatarAAPL
61.4%
avatarC
54.89%
avatarKHC
54.89%
avatarMCO
54.89%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 21, 2024
Lowest Exposure
June 15, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Consumer Non Durables
23.69%
Consumer Services
11.08%
Technology Services
10.3%
Electronic Technology
9.21%
Finance
7.51%

Top Countries

Top 5

🇺🇸United States
67.62%
🇩🇪Germany
11.4%
🇨🇭Switzerland
3.61%
🇧🇪Belgium
3.28%
🇯🇵Japan
2.57%

Number of Instruments

Holdings over time

(Since May 24, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AppleApple (AAPL)
7.61%0%61.4%1/22/2025
CitiCiti (C)
5.89%0%54.89%2/1/2025
OccidentalOccidental (OXY)
5.47%0%54.89%2/1/2025
PepsiCoPepsiCo (PEP)
4.73%0%61.4%2/1/2025
BitcoinBitcoin (BTC)
4.37%0%54.07%2/1/2025
Kraft HeinzKraft Heinz (KHC)
3.99%0%54.89%2/1/2025
UmicoreUmicore (UMI.BR)
3.28%0%35.02%2/27/2024
KellanovaKellanova (K)
3.14%0%34.36%2/27/2024
McDonald'sMcDonald's (MCD)
3.08%0%52.12%2/1/2025
CarnivalCarnival (CCL)
2.7%0%12.87%3/4/2024
MetaMeta (META)
2.7%0%24.92%2/15/2024
Moody'sMoody's (MCO)
2.58%0%54.89%2/1/2025
NestleNestle (NESN.ZU)
2.57%0%43.97%2/21/2024
AdidasAdidas (ADS.DE)
2.41%0%31.6%2/1/2025
NetflixNetflix (NFLX)
2.19%0%28.83%2/1/2025
Aurora CannabisAurora Cannabis (ACB)
2%0%46.91%12/17/2024
FielmannFielmann (FIE.DE)
1.99%0%42.35%2/1/2025
MicrosoftMicrosoft (MSFT)
1.95%0%33.88%2/1/2025
ParamountParamount (PARA)
1.95%0%36.81%2/27/2024
PorschePorsche (P911.DE)
1.88%0%35.5%2/29/2024
HeidelbergHeidelberg (HDD.DE)
1.8%0%33.88%2/27/2024
PayPalPayPal (PYPL)
1.77%0%28.99%1/17/2025
Genuine PartsGenuine Parts (GPC)
1.75%0%35.5%2/27/2024
NintendoNintendo (NTDOY)
1.75%0%18.73%11/9/2023
StarbucksStarbucks (SBUX)
1.74%0%25.41%8/13/2024
NikeNike (NKE)
1.73%0%27.52%12/29/2023
HersheyHershey (HSY)
1.72%0%36.64%2/21/2024
JungheinrichJungheinrich (JUN3.DE)
1.67%0%34.36%2/27/2024
Coca-ColaCoca-Cola (KO)
1.63%0%25.73%8/5/2024
DisneyDisney (DIS)
1.27%0%20.36%4/3/2024
UberUber (UBER)
1.12%0%23.45%2/1/2025
LindtLindt (LISP.ZU)
1.04%0%29.48%12/30/2024
SonySony (SONY)
0.82%0%23.13%1/17/2025
KrogerKroger (KR)
0.81%0%17.75%6/17/2024
SpotifySpotify (SPOT)
0.77%0%18.24%7/24/2024
JPMorganJPMorgan (JPM)
0.71%0%18.73%7/26/2024
AmazonAmazon (AMZN)
0.6%0%9.77%3/4/2024
TeslaTesla (TSLA)
0.58%0%11.73%4/30/2024
TotalEnergiesTotalEnergies (TTE.PA)
0.48%0%11.56%2/1/2025
ScotiabankScotiabank (BNS)
0.41%0%10.1%2/27/2024
Keurig Dr PepperKeurig Dr Pepper (KDP)
0.38%0%9.77%2/27/2024
Lowe'sLowe's (LOW)
0.38%0%7.98%2/12/2024
CapgeminiCapgemini (CAP.PA)
0.34%0%4.4%12/5/2023
3M3M (MMM)
0.3%0%3.26%6/12/2023
ProSiebenSat.1ProSiebenSat.1 (PSM.DE)
0.29%0%3.26%6/13/2023
SAPSAP (SAP.DE)
0.29%0%7.17%10/7/2024
HPHP (HPQ)
0.28%0%5.7%4/3/2024
VisaVisa (V)
0.24%0%4.07%3/13/2024
PfizerPfizer (PFE)
0.23%0%4.89%12/27/2024
MastercardMastercard (MA)
0.18%0%2.12%3/20/2024
Philip MorrisPhilip Morris (PM)
0.17%0%4.07%2/1/2025
Main Street CapitalMain Street Capital (MAIN)
0.16%0%2.61%1/10/2024
MarvellMarvell (MRVL)
0.16%0%3.58%7/12/2024
Daimler TruckDaimler Truck (DTG.DE)
0.15%0%1.14%6/28/2023
HalfordsHalfords (HFD.L)
0.15%0%1.95%7/12/2023
AdverumAdverum (ADVM)
0.14%0%3.26%2/27/2024
BMWBMW (BMW.DE)
0.14%0%2.44%2/8/2024
VistraVistra (VST)
0.14%0%1.63%7/31/2023
ChevronChevron (CVX)
0.13%0%3.26%3/19/2024
BoeingBoeing (BA)
0.13%0%2.12%7/26/2023
Telefonica Deutschland Holding AGTelefonica Deutschland Holding AG (O2D.DE)
0.13%0%1.47%7/14/2023
FerrariFerrari (RACE)
0.11%0%1.79%7/27/2023
TopBuildTopBuild (BLD)
0.11%0%1.14%6/6/2023
CostcoCostco (COST)
0.11%0%2.12%2/20/2024
LufthansaLufthansa (LHA.DE)
0.1%0%1.63%11/30/2023
VolkswagenVolkswagen (VOW3.DE)
0.1%0%1.14%2/8/2024
CiscoCisco (CSCO)
0.1%0%2.28%1/12/2024
PUMAPUMA (PUM.DE)
0.09%0%0.98%6/28/2023
Iron MountainIron Mountain (IRM)
0.09%0%2.44%2/1/2025
CrowdstrikeCrowdstrike (CRWD)
0.09%0%1.95%2/27/2024
CommerzbankCommerzbank (CBK.DE)
0.09%0%1.47%3/20/2024
fuboTVfuboTV (FUBO)
0.08%0%1.14%7/10/2023
Macy'sMacy's (M)
0.07%0%1.14%11/29/2023
Ralph LaurenRalph Lauren (RL)
0.07%0%0.65%7/3/2023
Deutsche WohnenDeutsche Wohnen (DWNI.DE)
0.06%0%0.98%8/10/2023
Rocket LabRocket Lab (RKLB)
0.05%0%1.63%2/1/2025
HOCHTIEFHOCHTIEF (HOT.DE)
0.05%0%1.14%2/23/2024
Pantheon ResourcesPantheon Resources (PANR.L)
0.05%0%1.63%2/1/2025
SyscoSysco (SYY)
0.05%0%0.98%1/2/2024
SuperdrySuperdry (SDRY.L)
0.05%0%1.14%2/27/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
0.05%0%0.49%6/12/2023
SalesforceSalesforce (CRM)
0.05%0%0.49%6/9/2023
Home DepotHome Depot (HD)
0.04%0%0.49%6/15/2023
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.04%0%0.98%3/4/2024
AT&TAT&T (T)
0.04%0%0.81%1/31/2024
Domino'sDomino's (DPZ)
0.04%0%0.65%7/24/2023
AllianzAllianz (ALV.DE)
0.04%0%0.49%1/8/2024
Deutsche TelekomDeutsche Telekom (DTE.DE)
0.03%0%0.81%2/1/2025
CVS HealthCVS Health (CVS)
0.03%0%0.81%2/7/2024
SIXTSIXT (SIX2.DE)
0.03%0%0.33%6/30/2023
IBMIBM (IBM)
0.03%0%0.49%1/22/2024
Deutsche BankDeutsche Bank (DB)
0.02%0%0.49%1/8/2024
BroadcomBroadcom (AVGO)
0.02%0%0.33%3/22/2024
GMGM (GM)
0.02%0%0.33%2/29/2024
AMDAMD (AMD)
0.02%0%0.16%6/9/2023
Kellogg'sKellogg's (KLG)
0.01%0%2.12%10/16/2023
RokuRoku (ROKU)
0.01%0%0.16%7/12/2023
Country GardenCountry Garden (2007.HK)
0.01%0%0.16%7/27/2023
BechtleBechtle (BC8.DE)
0.01%0%0.16%7/12/2023
RheinmetallRheinmetall (RHM.DE)
0.01%0%0.16%7/12/2023
EnphaseEnphase (ENPH)
0.01%0%0.16%7/13/2023
HeidelbergCementHeidelbergCement (HEI.DE)
0.01%0%0.16%7/28/2023
MetaMeta (META.EXT)
0.01%0%0.16%12/27/2023
TeslaTesla (TSLA.EXT)
0.01%0%0.16%12/27/2023
VerizonVerizon (VZ)
0.01%0%0.16%3/22/2024
AirbusAirbus (AIR.PA)
0.01%0%0.16%1/3/2024
WiMiWiMi (WIMI)
0.01%0%0.16%3/15/2024
Shake ShackShake Shack (SHAK)
0.01%0%0.16%3/22/2024
HelloFreshHelloFresh (HFG.DE)
0.01%0%0.16%2/28/2024
Rocky BrandsRocky Brands (RCKY)
0.01%0%0.16%5/2/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      NetflixNetflix (NFLX)
      		8.8%10%
      BitcoinBitcoin (BTC)
      		7.18%9.64%
      AppleApple (AAPL)
      		7.18%9.63%
      OccidentalOccidental (OXY)
      		11.14%8.46%
      AdidasAdidas (ADS.DE)
      		7.97%8.1%
      MicrosoftMicrosoft (MSFT)
      		7.42%6.83%
      PepsiCoPepsiCo (PEP)
      		7.8%6.73%
      Kraft HeinzKraft Heinz (KHC)
      		7.54%6.3%
      Moody'sMoody's (MCO)
      		3.95%4.8%
      CitiCiti (C)
      		3.75%4.58%
      Philip MorrisPhilip Morris (PM)
      		4.12%3.95%
      UberUber (UBER)
      		4.95%3.89%
      SonySony (SONY)
      		3.59%3.83%
      FielmannFielmann (FIE.DE)
      		3.84%3.62%
      McDonald'sMcDonald's (MCD)
      		3.59%3.39%
      PayPalPayPal (PYPL)
      		3.59%3.38%

      Cash Exposure Over Time

      Cash Exposure % Over Time