Konzentration · Beispielportfolio

Die Magnificent 7 als Portfolio.

Sieben der größten Unternehmen der Welt, zu gleichen Teilen gehalten. Es wirkt diversifiziert, weil es sieben Namen sind. Die Engine misst, was die sieben Namen gemeinsam haben.

Das Portfolio

AAPL14%
MSFT14%
GOOGL14%
AMZN14%
NVDA14%
META14%
TSLA14%

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

63.0 / 100

Portfolio-Score Neutral

Gemischte Evidenz.

Die Komponenten widersprechen sich. Lesen Sie sie einzeln, statt der einen Zahl zu vertrauen.

Schwach Neutral Gut Stark

7 Positionen aufgelöst · Risikoprofil Mittel · Engine 2026-03-07-v5 · Trajektorie fallend (27% Konfidenz)

Was ist ein guter Score? → Eigenes Portfolio bewerten

Größte Position: 14.3% AAPL · Limit 30%
Effektive Positionen: 7.0 von 7 gehalten · Ziel 8
Größter Sektor: 42.9% Technologie
Gewichtetes Beta: 1.45 Marktsensitivität
Exposure-Plan: 71% investiert 30% Cash · ausgewogen
Sie liegen bei: 100% investiert 0% Cash

Komponenten-Scores

Diversifikation94
Risikobalance93
Qualität61
Signal53
Trend31
Marktkontext0

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

Was zuerst anzusehen ist

Beobachten Ein Sektor dominiert
Technologie macht 42.9% des investierten Werts aus. Trägt ein Sektor so viel Gewicht, bestimmt ein einziges Makrothema den Großteil des Ergebnisses.
Priorität Der Exposure-Plan bevorzugt einen Cash-Puffer
Angesichts der aktuellen Signal-, Trend- und Konzentrationsevidenz zielt der Plan auf etwa 70.5% investiert und 29.5% Cash; Aufbautempo: schrittweise.
Beobachten Gewichteter Positions-Score ist niedrig
Der wertgewichtete Score über alle Positionen beträgt 0.13. Der Mix stützt sich auf Titel mit schwachen Bewertungen.
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 55.1%. Behandeln Sie die Komponenten Trend und Marktkontext als vorläufig.
Priorität Größere Positionen mit schwachen Bewertungen
NVDA, GOOGL tragen erhebliches Gewicht bei niedrigen Positions-Scores. Sie belasten den Gesamtscore am stärksten.

Positionen

Ticker	Sektor	Wert	Gewicht	Signal	Score	Profil
AAPL	Technologie	10,000	14.3%	KAUFEN	6.20	Kern
MSFT	Technologie	10,000	14.3%	HALTEN	1.36	Kern
GOOGL	Kommunikationsdienste	10,000	14.3%	HALTEN	-1.80	Turnaround
AMZN	Zyklischer Konsum	10,000	14.3%	HALTEN	-0.98	hohes Beta
NVDA	Technologie	10,000	14.3%	VERKAUFEN	-4.47	hohes Beta
META	Kommunikationsdienste	10,000	14.3%	HALTEN	0.60	Kern
TSLA	Zyklischer Konsum	10,000	14.3%	HALTEN	0.02	hohes Beta

Grenzen der Evidenz:

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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                "id": "portfolio_trajectory",
                "value": "deteriorating",
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                "confidence": 27.199999999999999289457264239899814128875732421875
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            {
                "id": "weighted_beta",
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        "suggestions": [
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                "code": "diversify_sector",
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            {
                "tone": "risk",
                "code": "hold_higher_cash_buffer",
                "cash_pct": 29.5,
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                "deployment_speed": "gradual"
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            {
                "tone": "warn",
                "code": "lift_quality_score",
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            {
                "tone": "warn",
                "code": "expand_factor_coverage",
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                "code": "lower_forward_confidence",
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            {
                "tone": "risk",
                "code": "review_weak_positions",
                "tickers": [
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        ],
        "portfolio_input": {
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            "holdings_value": 70000,
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}

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Weitere Beispielportfolios

Einzelposition · 1 Position

Die Magnificent 7 als Portfolio.

Das Portfolio

Gemischte Evidenz.

Komponenten-Scores

Was zuerst anzusehen ist

Positionen

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