p_knorr avatar

p_knorr
🇨🇿 Diversified ETF ETF and Financial Services Investor.
9 copiers.

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
December 12, 2023
Lowest Cash
March 21, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
7 instruments
December 12, 2023
Least Diversified
7 instruments
December 12, 2023
Average
7 instruments

Most Consistent Holdings

Top 5

avatarBRK.B
100%
avatarIS3R.DE
100%
avatarSWDA.L
100%
avatarSXR8.DE
100%
avatar2B76.DE
100%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 21, 2024
Lowest Exposure
December 12, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
71.74%
Finance
18.79%

Top Countries

Top 5

🇺🇸United States
18.79%

Holdings over time

(Since December 12, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Berkshire HathawayBerkshire Hathaway (BRK.B)
18.79%19.36%100%-
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
18.39%20.95%100%-
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (SXR8.DE)
18.2%19.23%100%-
iShares Edge MSCI World Momentum Factor UCITS ETFiShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE)
9%9.6%100%-
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSP1.L)
8.96%9.74%100%-
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
8.9%9.64%100%-
iShares Automation & Robotics UCITS ETFiShares Automation & Robotics UCITS ETF (2B76.DE)
8.29%8.54%100%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (SXR8.DE)
20%21.12%
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
20%20.94%
Berkshire HathawayBerkshire Hathaway (BRK.B)
20%19.9%
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSP1.L)
10%10.33%
iShares Edge MSCI World Momentum Factor UCITS ETFiShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE)
10%10.05%
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
10%9.97%
iShares Automation & Robotics UCITS ETFiShares Automation & Robotics UCITS ETF (2B76.DE)
10%9.39%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments