hubertusmertens avatar

hubertusmertens
🇩🇪 Financial Services Investor.
1 copier.

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
January 14, 2025
Lowest Cash
October 14, 2025
Average Cash

Portfolio Diversification

Range

Most Diversified
22 instruments
July 30, 2025
Least Diversified
0 instruments
January 14, 2025
Average
9.1 instruments

Most Consistent Holdings

Top 5

avatarBAYN.DE
99.64%
avatarRMD
49.11%
avatarJHG
39.86%
avatarFAST
35.23%
avatarMXL
33.45%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
October 14, 2025
Lowest Exposure
January 14, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
4.93%
Health Technology
2.64%
Electronic Technology
2.63%
Utilities
2.22%
Retail Trade
1.79%

Top Countries

Top 5

🇺🇸United States
18.94%
🇬🇧United Kingdom
1.15%
🇨🇳China
0.75%
🇩🇪Germany
0.67%
🇨🇦Canada
0.45%

Holdings over time

(Since January 14, 2025)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
ResMedResMed (RMD)
1.63%0%49.11%9/2/2025
FirstEnergyFirstEnergy (FE)
1.56%6.36%32.74%-
SemtechSemtech (SMTC)
1.26%0%33.45%5/12/2025
Janus HendersonJanus Henderson (JHG)
1.14%0%39.86%10/10/2025
MaxLinearMaxLinear (MXL)
1.04%0%33.45%5/12/2025
FastenalFastenal (FAST)
0.84%0%35.23%10/14/2025
SmuckerSmucker (SJM)
0.81%0%20.64%8/27/2025
American TowerAmerican Tower (AMT)
0.78%2.79%30.96%-
IridiumIridium (IRDM)
0.77%3.17%29.89%-
NucorNucor (NUE)
0.68%0%22.78%3/21/2025
BayerBayer (BAYN.DE)
0.67%0.8%99.64%-
AndersonsAndersons (ANDE)
0.58%0%16.01%7/31/2025
PaylocityPaylocity (PCTY)
0.55%0%14.23%8/7/2025
MastercardMastercard (MA)
0.53%0%21%9/25/2025
VipshopVipshop (VIPS)
0.5%0%16.37%8/1/2025
Boot BarnBoot Barn (BOOT)
0.48%0%14.23%4/2/2025
DTE EnergyDTE Energy (DTE)
0.48%0%15.3%9/2/2025
TeckTeck (TECK)
0.45%0%14.95%9/8/2025
AllegiantAllegiant (ALGT)
0.4%0%22.78%6/13/2025
ConfluentConfluent (CFLT)
0.38%0%22.06%10/8/2025
CopartCopart (CPRT)
0.37%0%15.66%5/23/2025
M&T BankM&T Bank (MTB)
0.32%0%16.37%3/3/2025
AristaArista (ANET)
0.29%0%16.37%3/4/2025
XPXP (XP)
0.27%0%7.83%8/5/2025
PNCPNC (PNC)
0.26%0%12.1%2/20/2025
JPMorganJPMorgan (JPM)
0.25%0%10.68%2/20/2025
XPengXPeng (XPEV)
0.25%0%8.19%8/14/2025
Sphere EntertainmentSphere Entertainment (SPHR)
0.25%0%10.68%4/9/2025
Tenet HealthcareTenet Healthcare (THC)
0.24%0%13.17%6/11/2025
LGI HomesLGI Homes (LGIH)
0.2%3.97%5.34%-
StrykerStryker (SYK)
0.2%0%11.39%8/1/2025
KinsaleKinsale (KNSL)
0.19%0%8.9%7/25/2025
Prog HoldingsProg Holdings (PRG)
0.17%0%2.85%10/14/2025
Alaska AirAlaska Air (ALK)
0.16%3.12%5.34%-
Kimberly-ClarkKimberly-Clark (KMB)
0.16%0%8.54%7/31/2025
EssentEssent (ESNT)
0.16%3.09%5.34%-
SimonSimon (SPG)
0.16%0%6.05%3/27/2025
LiveRampLiveRamp (RAMP)
0.15%0%8.54%8/7/2025
Home DepotHome Depot (HD)
0.14%0%2.85%10/14/2025
The HartfordThe Hartford (HIG)
0.14%5.39%2.85%-
Cracker BarrelCracker Barrel (CBRL)
0.14%0%5.69%3/6/2025
KrogerKroger (KR)
0.13%0%7.83%8/13/2025
Edwards LifesciencesEdwards Lifesciences (EW)
0.13%0%8.9%7/25/2025
DiscoverDiscover (DFS)
0.13%0%7.12%5/22/2025
OceaneeringOceaneering (OII)
0.1%3.42%2.85%-
WEC EnergyWEC Energy (WEC)
0.1%0%5.34%5/13/2025
BNY MellonBNY Mellon (BK)
0.09%0%4.63%2/3/2025
Anheuser-BuschAnheuser-Busch (BUD)
0.09%0%2.14%7/21/2025
RollinsRollins (ROL)
0.09%0%3.91%8/15/2025
AtmosAtmos (ATO)
0.09%0%7.12%5/12/2025
PaychexPaychex (PAYX)
0.08%0%5.34%8/12/2025
Pool Corp.Pool Corp. (POOL)
0.08%2.78%2.85%-
CboeCboe (CBOE)
0.08%0%7.47%5/12/2025
Graham HoldingsGraham Holdings (GHC)
0.08%2.68%2.85%-
CumminsCummins (CMI)
0.08%0%3.91%2/21/2025
CostcoCostco (COST)
0.08%0%3.91%2/21/2025
Choice HotelsChoice Hotels (CHH)
0.08%0%2.85%2/11/2025
Morgan StanleyMorgan Stanley (MS)
0.07%0%4.63%2/3/2025
Take-TwoTake-Two (TTWO)
0.07%0%2.49%8/5/2025
SynovusSynovus (SNV)
0.07%0%5.34%2/21/2025
CarMaxCarMax (KMX)
0.06%0%3.56%2/20/2025
LumenLumen (LUMN)
0.06%0%5.69%5/21/2025
Moody'sMoody's (MCO)
0.06%0%2.85%2/18/2025
CivitasCivitas (CIVI)
0.06%0%2.85%6/25/2025
GentexGentex (GNTX)
0.06%2.12%2.49%-
VisaVisa (V)
0.06%0%2.85%8/5/2025
BorgWarnerBorgWarner (BWA)
0.06%0%2.49%10/20/2025
YextYext (YEXT)
0.05%0%1.78%8/5/2025
Liberty GlobalLiberty Global (LBTYK)
0.05%0%1.42%10/10/2025
Charles SchwabCharles Schwab (SCHW)
0.04%0%2.49%2/13/2025
PulteGroupPulteGroup (PHM)
0.04%1.42%2.85%-
Arrow ElectronicsArrow Electronics (ARW)
0.04%0%2.85%8/12/2025
MicronMicron (MU)
0.03%0%1.07%8/7/2025
EmcorEmcor (EME)
0.03%0%2.14%1/27/2025
Urban OutfittersUrban Outfitters (URBN)
0.03%0%1.78%7/21/2025
Two HarborsTwo Harbors (TWO)
0.03%0%0.71%4/9/2025
AonAon (AON)
0.02%0%0.71%4/9/2025
ExpeditorsExpeditors (EXPD)
0.02%0%1.07%10/16/2025
U.S. SteelU.S. Steel (X)
0.02%0%1.07%2/7/2025
Check PointCheck Point (CHKP)
0.02%0%0.71%4/9/2025
iShares China Large-Cap ETFiShares China Large-Cap ETF (FXI)
0.02%0%0.71%4/9/2025
NutanixNutanix (NTNX)
0.02%0%0.71%4/9/2025
NYMTNYMT (ADAM)
0.01%0%0.71%4/9/2025
JetBlueJetBlue (JBLU)
0.01%0%0.36%10/14/2025
CevaCeva (CEVA)
0.01%0%0.71%2/5/2025
UnumUnum (UNM)
0.01%0%0.36%2/6/2025
First BancorpFirst Bancorp (FBNC)
0.01%0%0.36%10/14/2025
JLLJLL (JLL)
0.01%0%0.36%10/14/2025
Cushman & WakefieldCushman & Wakefield (CWK.US)
0.01%0%0.36%10/14/2025
RadianRadian (RDN)
0.01%0%0.36%2/7/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
There is no history available for this day.

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments