peter6688
🇸🇰 Transportation, Durable Goods, and Utilities Investor.
1 copier.

Cash Allocation

Range

Highest Cash
August 29, 2024
Lowest Cash
November 15, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
11 instruments
January 22, 2025
Least Diversified
0 instruments
August 29, 2024
Average
1.8 instruments

Most Consistent Holdings

Top 5

avatarLHA.DE
21.66%
avatarMBG.DE
17.2%
avatarBMW.DE
17.2%
avatarLXS.DE
16.56%
avatarUMI.BR
16.56%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 15, 2024
Lowest Exposure
August 29, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Transportation
18.74%
Utilities
4.38%
Consumer Durables
3.23%
Process Industries
1.98%
Health Technology
1.75%

Top Countries

Top 5

🇩🇪Germany
24.23%
🇫🇷France
7.64%
🇧🇪Belgium
0.97%
🇺🇸United States
0.62%

Number of Instruments

Holdings over time

(Since August 29, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
LufthansaLufthansa (LHA.DE)
13.07%0%21.66%1/28/2025
Air France-KLMAir France-KLM (AF.PA)
5.67%0%10.19%1/28/2025
UniperUniper (UN0.DE)
4.29%0%4.46%11/28/2024
Mercedes-BenzMercedes-Benz (MBG.DE)
1.65%0%17.2%2/1/2025
BMWBMW (BMW.DE)
1.58%0%17.2%2/1/2025
LANXESSLANXESS (LXS.DE)
1%0%16.56%2/1/2025
ArkemaArkema (AKE.PA)
0.98%0%15.92%2/1/2025
BNP ParibasBNP Paribas (BNP.PA)
0.98%0%15.92%2/1/2025
UmicoreUmicore (UMI.BR)
0.97%0%16.56%2/1/2025
MerckMerck (MRK.DE)
0.89%0%14.65%2/1/2025
BayerBayer (BAYN.DE)
0.86%0%14.01%2/1/2025
VonoviaVonovia (VNA.DE)
0.64%0%10.83%2/1/2025
QualcommQualcomm (QCOM)
0.62%0%0.64%10/30/2024
PUMAPUMA (PUM.DE)
0.17%0%1.91%2/1/2025
RWERWE (RWE.DE)
0.09%0%1.91%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue

      Cash Exposure Over Time

      Cash Exposure % Over Time