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konsti-166
🇨🇭 Consumable Goods and Financial Services Investor.
1 copier.

Cash Allocation

Range

Highest Cash
March 25, 2023
Lowest Cash
March 28, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
41 instruments
August 6, 2024
Least Diversified
0 instruments
February 2, 2025
Average
34.7 instruments

Most Consistent Holdings

Top 5

avatarPG
99.87%
avatarMA
99.87%
avatarALV.DE
99.87%
avatarADS.DE
99.87%
avatarTRIG.L
99.87%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 28, 2023
Lowest Exposure
March 25, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
17.34%
Consumer Non Durables
17.27%
Consumer Services
6.86%
Technology Services
5.69%
Consumer Durables
5.1%

Top Countries

Top 5

🇩🇪Germany
36.96%
🇺🇸United States
33.2%
🇨🇭Switzerland
7.58%
🇸🇪Sweden
1.49%
🇬🇧United Kingdom
0.93%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
LucaMeierLucaMeier
11.8%0%27.89%8/2/2023
AllianzAllianz (ALV.DE)
9.01%0%99.87%2/1/2025
AdidasAdidas (ADS.DE)
5.59%0%99.87%2/1/2025
SAPSAP (SAP)
3.89%0%88.84%2/1/2025
Royal GoldRoyal Gold (RGLD)
3.68%0%73.84%2/1/2025
HOCHTIEFHOCHTIEF (HOT.DE)
3.65%0%88.84%2/1/2025
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
3.38%0%71.98%2/1/2025
WalmartWalmart (WMT)
3.34%0%71.98%2/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
3.17%0%88.84%2/1/2025
NestleNestle (NESN.ZU)
3.17%0%88.84%2/1/2025
Swiss LifeSwiss Life (SLHN.ZU)
3.1%0%73.84%2/1/2025
HenkelHenkel (HEN3.DE)
2.99%0%71.98%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
2.7%0%71.98%2/1/2025
Coca-ColaCoca-Cola (KO)
2.64%0%71.98%2/1/2025
Deutsche TelekomDeutsche Telekom (DTE.DE)
2.23%0%88.84%2/1/2025
DisneyDisney (DIS)
2.2%0%88.84%2/1/2025
Procter & GambleProcter & Gamble (PG)
2.17%0%99.87%2/1/2025
Mercedes-BenzMercedes-Benz (MBG.DE)
1.93%0%88.84%2/1/2025
MastercardMastercard (MA)
1.83%0%99.87%2/1/2025
AppleApple (AAPL)
1.79%0%26.03%7/19/2023
FreseniusFresenius (FRE.DE)
1.66%0%71.98%2/1/2025
TalanxTalanx (TLX.DE)
1.58%0%88.84%2/1/2025
Boyd GamingBoyd Gaming (BYD)
1.46%0%88.84%2/1/2025
StarbucksStarbucks (SBUX)
1.45%0%44.89%2/1/2025
BASFBASF (BAS.DE)
1.36%0%88.84%2/1/2025
Siemens EnergySiemens Energy (ENR.DE)
1.27%0%99.87%2/1/2025
McDonald'sMcDonald's (MCD)
1.27%0%23.77%2/1/2025
PayPalPayPal (PYPL)
1.13%0%71.98%2/1/2025
FordFord (F)
1%0%71.98%2/1/2025
VolvoVolvo (VOLV-A.ST)
0.95%0%44.89%2/1/2025
NetflixNetflix (NFLX)
0.89%0%26.03%7/19/2023
NintendoNintendo (NTDOY)
0.87%0%71.98%2/1/2025
PorschePorsche (PAH3.DE)
0.8%0%44.89%2/1/2025
OnOn (ONON)
0.71%0%23.77%2/1/2025
NewmontNewmont (NEM)
0.63%0%36.65%2/1/2025
SunrunSunrun (RUN)
0.59%0%44.89%2/1/2025
ASSA ABLOYASSA ABLOY (ASSA-B.ST)
0.54%0%44.89%2/1/2025
Renewables Infrastructure GroupRenewables Infrastructure Group (TRIG.L)
0.48%0%99.87%2/1/2025
NVIDIANVIDIA (NVDA)
0.48%0%26.03%7/19/2023
ProSiebenSat.1ProSiebenSat.1 (PSM.DE)
0.47%0%71.98%2/1/2025
Canadian SolarCanadian Solar (CSIQ)
0.39%0%44.89%2/1/2025
MicrosoftMicrosoft (MSFT)
0.35%0%26.03%7/19/2023
LindeLinde (LIN)
0.34%0%99.87%2/1/2025
TrivagoTrivago (TRVG)
0.32%0%99.87%2/1/2025
RichemontRichemont (CFR.ZU)
0.31%0%74.63%2/1/2025
OerlikonOerlikon (OERL.ZU)
0.3%0%83.4%2/1/2025
BitcoinBitcoin (BTC)
0.26%0%39.58%11/2/2023
MetaMeta (META)
0.24%0%26.03%7/19/2023
TUI AGTUI AG (TUI.L)
0.21%0%73.44%7/16/2024
TeslaTesla (TSLA)
0.18%0%26.03%7/19/2023
EthereumEthereum (ETH)
0.16%0%47.68%1/2/2024
CNH Industrial GroupCNH Industrial Group (CNHI.MI)
0.1%0%29.35%12/21/2023
AccelleronAccelleron (ACLN.ZU)
0%0%27.62%7/31/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      AllianzAllianz (ALV.DE)
      		6.84%8.51%
      iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
      		7.04%6.43%
      McDonald'sMcDonald's (MCD)
      		5.87%5.31%
      WalmartWalmart (WMT)
      		3.42%5.02%
      AdidasAdidas (ADS.DE)
      		3.89%4.52%
      SAPSAP (SAP)
      		2.64%4.51%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		3.8%4.13%
      Royal GoldRoyal Gold (RGLD)
      		4.37%4.06%
      HOCHTIEFHOCHTIEF (HOT.DE)
      		2.59%3.76%
      Procter & GambleProcter & Gamble (PG)
      		4.02%3.68%
      Swiss LifeSwiss Life (SLHN.ZU)
      		3.2%3.54%
      HenkelHenkel (HEN3.DE)
      		3.42%3.53%
      StarbucksStarbucks (SBUX)
      		3.95%3.35%
      OnOn (ONON)
      		2.39%3.17%
      Coca-ColaCoca-Cola (KO)
      		3.44%3.04%
      NestleNestle (NESN.ZU)
      		4.8%2.99%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		3.62%2.65%
      Deutsche TelekomDeutsche Telekom (DTE.DE)
      		2%2.26%
      DisneyDisney (DIS)
      		2.02%2.04%
      FreseniusFresenius (FRE.DE)
      		1.98%2.01%
      VolvoVolvo (VOLV-A.ST)
      		2.35%1.92%
      Siemens EnergySiemens Energy (ENR.DE)
      		0.72%1.91%
      TalanxTalanx (TLX.DE)
      		0.98%1.58%
      PayPalPayPal (PYPL)
      		1.59%1.57%
      PorschePorsche (PAH3.DE)
      		2.27%1.47%
      MastercardMastercard (MA)
      		1.07%1.46%
      NewmontNewmont (NEM)
      		1.83%1.36%
      Boyd GamingBoyd Gaming (BYD)
      		1.31%1.33%
      Mercedes-BenzMercedes-Benz (MBG.DE)
      		1.94%1.28%
      ASSA ABLOYASSA ABLOY (ASSA-B.ST)
      		1.22%1.15%
      NintendoNintendo (NTDOY)
      		0.94%1.07%
      BASFBASF (BAS.DE)
      		1.28%1.01%
      FordFord (F)
      		1.41%0.91%
      SunrunSunrun (RUN)
      		1.23%0.85%
      Canadian SolarCanadian Solar (CSIQ)
      		1.35%0.61%
      ProSiebenSat.1ProSiebenSat.1 (PSM.DE)
      		0.83%0.42%
      RichemontRichemont (CFR.ZU)
      		0.44%0.34%
      Renewables Infrastructure GroupRenewables Infrastructure Group (TRIG.L)
      		0.43%0.24%
      LindeLinde (LIN)
      		0.21%0.23%
      OerlikonOerlikon (OERL.ZU)
      		0.35%0.22%
      TrivagoTrivago (TRVG)
      		0.43%0.09%

      Cash Exposure Over Time

      Cash Exposure % Over Time