carsten_ploeger avatar

carsten_ploeger
🇳🇱 ETF Investor.
11 copiers.

Cash Allocation

Range

Highest Cash
November 15, 2024
Lowest Cash
December 11, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
4 instruments
December 11, 2024
Least Diversified
0 instruments
February 2, 2025
Average
2.6 instruments

Most Consistent Holdings

Top 5

avatarAAPL
98.97%
avatarCSX5.L
55.67%
avatarSWDA.L
54.64%
avatarIUSA.L
54.64%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
December 11, 2024
Lowest Exposure
November 15, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
24.37%
Electronic Technology
3.27%

Top Countries

Top 5

🇺🇸United States
3.27%

Number of Instruments

Holdings over time

(Since October 29, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares Core EURO STOXX 50 ETFiShares Core EURO STOXX 50 ETF (CSX5.L)
8.2%0%55.67%2/1/2025
iShares S&P 500 UCITS ETF (Dist)iShares S&P 500 UCITS ETF (Dist) (IUSA.L)
8.09%0%54.64%2/1/2025
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
8.08%0%54.64%2/1/2025
AppleApple (AAPL)
3.27%0%98.97%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      iShares S&P 500 UCITS ETF (Dist)iShares S&P 500 UCITS ETF (Dist) (IUSA.L)
      		14.6%14.68%
      iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
      		14.6%14.63%
      iShares Core EURO STOXX 50 ETFiShares Core EURO STOXX 50 ETF (CSX5.L)
      		14.6%14.43%
      AppleApple (AAPL)
      		3.24%3.52%

      Cash Exposure Over Time

      Cash Exposure % Over Time