Sauerland-Invest avatar

Sauerland-Invest
🇩🇪 ETF and Financial Services Investor.
29 copiers.

Cash Allocation

Range

Highest Cash
October 4, 2022
Lowest Cash
August 23, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
32 instruments
November 16, 2022
Least Diversified
0 instruments
February 2, 2025
Average
23.4 instruments

Most Consistent Holdings

Top 5

avatarKMI
99.91%
avatarSTAG
99.91%
avatarMAIN
99.54%
avatarO
99.18%
avatarLTC.US
98.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
August 23, 2024
Lowest Exposure
October 4, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
44.05%
ETFs
24.08%
Industrial Services
5.69%
Consumer Non Durables
4.97%
Communications
4.59%

Top Countries

Top 5

🇺🇸United States
66.85%
🇨🇦Canada
1.75%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Main Street CapitalMain Street Capital (MAIN)
8.61%0%99.54%2/1/2025
Realty IncomeRealty Income (O)
7.22%0%99.18%2/1/2025
LTC PropertiesLTC Properties (LTC.US)
6.35%0%98.91%2/1/2025
ProShares Short VIX Short-Term Futures ETFProShares Short VIX Short-Term Futures ETF (SVXY)
6.31%0%80.84%2/1/2025
STAGSTAG (STAG)
6.19%0%99.91%2/1/2025
Kinder MorganKinder Morgan (KMI)
3.94%0%99.91%2/1/2025
Ares CapitalAres Capital (ARCC)
2.83%0%67.15%2/1/2025
SPDR Bloomberg Barclays High Yield Bond ETFSPDR Bloomberg Barclays High Yield Bond ETF (JNK)
2.68%0%67.15%2/1/2025
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
2.67%0%84.31%2/1/2025
DowDow (DOW)
2.46%0%73.72%12/4/2024
Universal CorpUniversal Corp (UVV)
2.42%0%70.44%2/1/2025
AGNCAGNC (AGNC)
2.14%0%23.45%9/26/2022
UnitedHealthUnitedHealth (UNH)
1.95%0%57.66%2/1/2025
AltriaAltria (MO)
1.92%0%53.65%10/26/2023
iShares 0-5 Year TIPS Bond ETFiShares 0-5 Year TIPS Bond ETF (STIP)
1.82%0%54.29%8/30/2024
PembinaPembina (PBA)
1.75%0%59.49%8/5/2024
AT&TAT&T (T)
1.7%0%42.24%7/14/2023
VerizonVerizon (VZ)
1.67%0%48.27%2/1/2025
Prospect CapitalProspect Capital (PSEC)
1.61%0%35.31%5/2/2023
Invesco Senior Loan ETFInvesco Senior Loan ETF (BKLN)
1.5%0%34.03%2/1/2025
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
1.47%0%26.37%4/15/2024
SPDR Blackstone Senior Loan ETFSPDR Blackstone Senior Loan ETF (SRLN)
1.46%0%33.12%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
1.41%0%55.47%2/1/2025
ProShares UltraPro S&P 500ProShares UltraPro S&P 500 (UPRO)
1.29%0%41.15%11/20/2023
ARMOUR Residential REITARMOUR Residential REIT (ARR)
1.27%0%21.9%9/26/2022
LumenLumen (LUMN)
1.22%0%29.93%12/27/2022
AnnalyAnnaly (NLY)
1.07%0%22.9%9/26/2022
iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
1.05%0%33.39%12/24/2024
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
0.97%0%30.75%9/25/2023
Two HarborsTwo Harbors (TWO)
0.9%0%33.76%5/4/2023
PfizerPfizer (PFE)
0.73%0%45.8%2/1/2025
Chicago AtlanticChicago Atlantic (REFI)
0.72%0%26.19%2/1/2025
Arbor RealtyArbor Realty (ABR)
0.69%0%21.62%3/23/2023
IBMIBM (IBM)
0.68%0%43.25%9/25/2023
AGCOAGCO (AGCO)
0.66%0%26.19%2/1/2025
InfraCap MLP ETFInfraCap MLP ETF (AMZA)
0.64%0%24.09%7/11/2023
SL GreenSL Green (SLG)
0.61%0%18.89%3/9/2023
VICI PropertiesVICI Properties (VICI)
0.59%0%26.19%2/1/2025
WalgreensWalgreens (WBA)
0.59%0%22.63%9/20/2022
Procter & GambleProcter & Gamble (PG)
0.56%0%20.8%4/26/2024
Omega HealthcareOmega Healthcare (OHI)
0.55%0%19.34%1/10/2023
Global SuperDividend US ETFGlobal SuperDividend US ETF (DIV)
0.48%0%20.8%3/10/2023
ChevronChevron (CVX)
0.41%0%17.06%2/1/2025
EPREPR (EPR)
0.35%0%13.87%3/24/2023
Medical Properties TrustMedical Properties Trust (MPW)
0.35%0%16.06%3/10/2023
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
0.33%0%22.54%2/1/2025
JPMorganJPMorgan (JPM)
0.32%0%19.53%4/12/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.31%0%18.61%5/23/2023
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
0.3%0%26.46%2/1/2025
OneMainOneMain (OMF)
0.29%0%15.69%7/14/2023
FS KKRFS KKR (FSK)
0.27%0%16.06%2/1/2025
ExxonMobilExxonMobil (XOM)
0.26%0%6.66%3/15/2022
Agree RealtyAgree Realty (ADC)
0.25%0%7.85%8/2/2023
SPDR Dow Jones Industrial Average ETF TrustSPDR Dow Jones Industrial Average ETF Trust (DIA.US)
0.23%0%13.41%2/1/2025
ProShares Ultra VIX Short-Term Futures ETFProShares Ultra VIX Short-Term Futures ETF (UVXY)
0.21%0%11.68%4/30/2024
MicroSectors FANG+ Index 3X Leveraged ETNMicroSectors FANG+ Index 3X Leveraged ETN (FNGU)
0.19%0%11.31%9/19/2024
Invesco Mortgage CapitalInvesco Mortgage Capital (IVR)
0.19%0%7.94%8/17/2022
Invesco QQQInvesco QQQ (QQQ)
0.17%0%10.58%2/1/2025
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.16%0%32.12%4/24/2023
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.15%0%13.5%2/1/2025
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
0.15%0%13.5%2/1/2025
Store Capital Corp.Store Capital Corp. (STOR)
0.13%0%6.57%9/15/2022
Starwood Property TrustStarwood Property Trust (STWD)
0.11%0%7.12%3/13/2023
Proshares Ultra S&P 500Proshares Ultra S&P 500 (SSO)
0.09%0%8.39%6/12/2024
HormelHormel (HRL)
0.06%0%2.37%1/26/2022
VornadoVornado (VNO)
0.04%0%2.28%11/3/2022
ChemoursChemours (CC)
0.04%0%4.74%1/24/2023
IIPRIIPR (IIPR)
0.03%0%1.37%4/4/2023
Direxion Daily Semiconductors Bull 3x SharesDirexion Daily Semiconductors Bull 3x Shares (SOXL)
0.03%0%2.74%11/8/2022
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.02%0%0.91%10/25/2022
ProShares Ultra Bloomberg Crude OilProShares Ultra Bloomberg Crude Oil (UCO)
0.02%0%1.82%2/14/2024
Penn NationalPenn National (PENN)
0.02%0%2.37%12/16/2022
Tempur SealyTempur Sealy (TPX)
0.02%0%2.19%12/14/2022
Abrdn Palladium ETF TrustAbrdn Palladium ETF Trust (PALL)
0.02%0%2.65%3/7/2024
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
0.01%0%1.92%10/24/2022
ProShares UltraPro Short S&P 500ProShares UltraPro Short S&P 500 (SPXU)
0.01%0%1.73%10/25/2022
Univar Solutions Inc.Univar Solutions Inc. (UNVR)
0.01%0%1%11/28/2022
Urban OutfittersUrban Outfitters (URBN)
0.01%0%0.73%11/23/2022
ProShares UltraPro Dow30ProShares UltraPro Dow30 (UDOW)
0%0%0.82%6/14/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      ProShares Short VIX Short-Term Futures ETFProShares Short VIX Short-Term Futures ETF (SVXY)
      		16.29%13.56%
      Main Street CapitalMain Street Capital (MAIN)
      		6.63%9.43%
      LTC PropertiesLTC Properties (LTC.US)
      		6.63%6.78%
      Realty IncomeRealty Income (O)
      		6.63%6.54%
      STAGSTAG (STAG)
      		6.63%6.11%
      Invesco Senior Loan ETFInvesco Senior Loan ETF (BKLN)
      		5.53%5.32%
      SPDR Blackstone Senior Loan ETFSPDR Blackstone Senior Loan ETF (SRLN)
      		5.53%5.31%
      Kinder MorganKinder Morgan (KMI)
      		3.32%4.81%
      Ares CapitalAres Capital (ARCC)
      		3.32%3.68%
      SPDR Bloomberg Barclays High Yield Bond ETFSPDR Bloomberg Barclays High Yield Bond ETF (JNK)
      		3.32%3.33%
      Chicago AtlanticChicago Atlantic (REFI)
      		3.31%3.18%
      UnitedHealthUnitedHealth (UNH)
      		3.32%3.18%
      AGCOAGCO (AGCO)
      		3.32%3.01%
      iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
      		2.21%2.43%
      Universal CorpUniversal Corp (UVV)
      		2.21%2.4%
      FS KKRFS KKR (FSK)
      		2.21%2.3%
      VICI PropertiesVICI Properties (VICI)
      		2.21%2.24%
      PfizerPfizer (PFE)
      		2.21%2.18%
      iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
      		2.21%2.1%
      Invesco QQQInvesco QQQ (QQQ)
      		2.21%2.1%
      SPDR Dow Jones Industrial Average ETF TrustSPDR Dow Jones Industrial Average ETF Trust (DIA.US)
      		2.21%2.07%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		2.21%2.05%
      SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
      		1.11%1.06%
      Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
      		1.11%1.05%
      Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
      		1.11%1.03%
      VerizonVerizon (VZ)
      		1.11%1%
      ChevronChevron (CVX)
      		1.11%0.97%

      Cash Exposure Over Time

      Cash Exposure % Over Time