Konzentration · Beispielportfolio

Von Berkshire inspiriertes Beispielportfolio, bewertet

Ein Beispielkorb, veröffentlicht am 17. September 2026. Die angezeigten Gewichte sind feste Eingaben zur Untersuchung der Konzentration, keine verifizierten aktuellen Positionen von Berkshire Hathaway oder Inhalte einer bestimmten 13F-Meldung. Eine neue Bewertung aktualisiert die Analyse, nicht den Korb.

Das Portfolio

AAPL40%
AXP15%
BAC12%
KO10%
CVX8%
OXY5%
MCO3%
KHC3%
CB3%
DVA1%

Gewichte wie angezeigt, Risikoprofil Mittel. Etwa wöchentlich automatisch neu bewertet; Datum und Engine-Version stehen im Ergebnis.

74.0 / 100

Portfolio-Score Gut

Solide, mit konkreten Punkten zum Nachziehen.

Die Struktur trägt. Ein oder zwei Komponenten drücken den Score, und sie werden unten in Prioritätsreihenfolge benannt.

Schwach Neutral Gut Stark

10 Positionen aufgelöst · Risikoprofil Mittel · Engine 2026-03-07-v5 · Trajektorie steigend (36% Konfidenz)

Was ist ein guter Score? → Eigenes Portfolio bewerten

Größte Position: 40.0% AAPL · Limit 30%
Effektive Positionen: 4.6 von 10 gehalten · Ziel 8
Größter Sektor: 40.0% Technologie
Gewichtetes Beta: 0.88 Marktsensitivität
Exposure-Plan: 74% investiert 26% Cash · ausgewogen
Sie liegen bei: 100% investiert 0% Cash

Komponenten-Scores

Diversifikation80
Risikobalance91
Qualität59
Signal96
Trend59
Marktkontext0

Eine Komponente zeigt „keine Daten“, wenn der Engine die Evidenz dafür fehlt – das wird gemeldet, nicht geraten.

Was zuerst anzusehen ist

Priorität Größte Position liegt über dem Profillimit
AAPL macht 40.0% des investierten Werts aus. Das Risikoprofil „Mittel“ sieht 30.0% als Obergrenze für eine einzelne Position.
Beobachten Weniger effektive Positionen, als es scheint
Die Positionsgrößen geben diesem Portfolio die Konzentration von etwa 4.6 gleich gewichteten Positionen – unter dem Profilziel.
Priorität Erhebliches Gewicht in Positionen mit negativem Signal
30.0% des investierten Werts liegen in Positionen mit negativer Signalbewertung – mehr, als das Profil toleriert.
Beobachten Der Exposure-Plan bevorzugt einen Cash-Puffer
Angesichts der aktuellen Signal-, Trend- und Konzentrationsevidenz zielt der Plan auf etwa 73.7% investiert und 26.3% Cash; Aufbautempo: schrittweise.
Beobachten Begrenzte Faktorevidenz
Für 100.0% des investierten Werts fehlt Faktorevidenz, was den vorausschauenden Kontext einschränkt, den die Engine stützen kann.
Beobachten Vorausschauende Konfidenz ist begrenzt
Die Lens-Konfidenz liegt im Schnitt bei 46.3%. Behandeln Sie die Komponenten Trend und Marktkontext als vorläufig.

Positionen

Ticker	Sektor	Wert	Gewicht	Signal	Score	Profil
AAPL	Technologie	40,000	40.0%	KAUFEN	6.20	Kern
AXP	Finanzdienstleistungen	15,000	15.0%	VERKAUFEN	-2.00	Turnaround
BAC	Finanzdienstleistungen	12,000	12.0%	VERKAUFEN	-4.86	Turnaround
KO	Basiskonsum	10,000	10.0%	KAUFEN	5.80	Kern
CVX	Energie	8,000	8.0%	HALTEN	0.00	zyklisch
OXY	Energie	5,000	5.0%	KAUFEN	2.44	zyklisch
MCO	Finanzdienstleistungen	3,000	3.0%	HALTEN	-1.30	Turnaround
KHC	Basiskonsum	3,000	3.0%	VERKAUFEN	-2.49	Turnaround
CB	Finanzdienstleistungen	3,000	3.0%	KAUFEN	3.63	Kern
DVA	Gesundheit	1,000	1.0%	HALTEN	-1.04	defensiv

Grenzen der Evidenz:

Bewertungsdaten fehlen für einen Teil des Portfolios
Daten zur Dividendenqualität fehlen für einen Teil des Portfolios
Geringe Konfidenz der Aktientyp-Klassifizierung für einen Teil des Portfolios
Lens-spezifische Faktorevidenz fehlt für große Teile des Portfolios
Geringe Konfidenz der Faktorevidenz mindert die vorausschauende Aussagekraft

POST /evaluate

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Diese Seite ist das JSON unten, gerendert. Bauen Sie dasselbe in ein Dashboard, ein Berater-Tool oder einen KI-Agenten ein. Dieselbe Engine in jedem Plan, fünf kostenlose Auswertungen pro Monat mit einem API-Schlüssel.

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Rohantwort anzeigen

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            {
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            {
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            {
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        ],
        "suggestions": [
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                "ticker": "AAPL",
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                "tone": "warn",
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            {
                "tone": "warn",
                "code": "expand_factor_coverage",
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        "portfolio_input": {
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    }
}

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