Index · Beispielportfolio

Nichts als ETFs.

Sechs Fonds, die den Großteil der investierbaren Welt abdecken. Interessant ist, was die Engine als fehlend meldet: Positionen auf Fondsebene tragen weniger Evidenz als Einzelaktien, und der Score ist darüber ehrlich.

Das Portfolio

VOO25%
QQQ20%
VEA15%
VWO10%
BND20%
GLD10%

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

Fonds werden als einzelne Positionen behandelt. Zugrunde liegende Wertpapiere und Überschneidungen zwischen Fonds werden nicht analysiert. Konzentrationswerte beschreiben die Fondsallokation, nicht die Diversifikation über die zugrunde liegenden Emittenten. So funktioniert der Score

41.4 / 100

Portfolio-Score

Analyse auf Fondsebene: zugrunde liegende Positionen werden nicht analysiert

Dieser Score behandelt jeden ETF als eine Position. Die Wertpapiere innerhalb der Fonds und Überschneidungen zwischen Fonds werden nicht analysiert. Konzentrationswerte beschreiben die Verteilung auf Fonds, nicht die Diversifikation über die zugrunde liegenden Emittenten. Score und Vorschläge sind durch diese fehlenden Details begrenzt.

6 Positionen aufgelöst · Risikoprofil Mittel · Engine 2026-03-07-v5

Was ist ein guter Score? → Eigenes Portfolio bewerten

Größte Position: 25.0% VOO
Effektive Positionen: 5.4 von 6 gehalten
Gewichtetes Beta: 0.96 Marktsensitivität
Sie liegen bei: 100% investiert 0% Cash

Komponenten-Scores

Risikobalance87
Qualität38
Signal27
Trend11

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

Was zuerst anzusehen ist

Priorität Erhebliches Gewicht in Positionen mit negativem Signal
35.0% des investierten Werts liegen in Positionen mit negativer Signalbewertung – mehr, als das Profil toleriert.
Beobachten Gewichteter Positions-Score ist niedrig
Der wertgewichtete Score über alle Positionen beträgt -1.15. Der Mix stützt sich auf Titel mit schwachen Bewertungen.
Priorität Größere Positionen mit schwachen Bewertungen
QQQ, VEA, GLD tragen erhebliches Gewicht bei niedrigen Positions-Scores. Sie belasten den Gesamtscore am stärksten.

Positionen

Ticker	Sektor	Wert	Gewicht	Signal	Score	Profil
VOO	—	25,000	25.0%	HALTEN	0.29	Fonds
QQQ	—	20,000	20.0%	VERKAUFEN	-2.32	Fonds
BND	—	20,000	20.0%	HALTEN	-0.96	Fonds
VEA	—	15,000	15.0%	VERKAUFEN	-2.29	Fonds
VWO	—	10,000	10.0%	HALTEN	-0.48	Fonds
GLD	—	10,000	10.0%	HALTEN	-1.73	Fonds

Grenzen der Evidenz:

Bewertungsdaten fehlen für einen Teil des Portfolios
Daten zur Dividendenqualität fehlen für einen Teil 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.

Kostenlosen API-Schlüssel holen API-Referenz →

Rohantwort anzeigen

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    "ok": true,
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        "status": "Weak",
        "status_key": "weak",
        "count": 6,
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        "max_position_weight": 25,
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        "trend_alignment_pct": 0,
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        "trajectory": {
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        "context_alignment": {
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                "Missing dividend quality data for part of the portfolio",
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            {
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                "code": "review_weak_positions",
                "tickers": [
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        "portfolio_input": {
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}

Die Ergebnisse von PORTIQA sind quantitative Analysen und dienen ausschließlich Informationszwecken. Sie stellen keine Anlageberatung dar. Siehe den Finanz-Disclaimer.

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