Portfolio Rebalancing
Portfolio waarde
€10654
Cash
€3128
29.4% van portfolio
Trades
23
Kosten €34.50
Belasting
€0
Over €780 winst
Verkoop (16)
| Ticker | Bedrag | Belasting | Reden |
|---|---|---|---|
| CM_CA_EQ | €604.08 | €0.0 | Oververtegenwoordigd: 11.4% vs doel 5.7% (Financial Services) |
| CNQ_CA_EQ | €379.28 | €0.0 | Oververtegenwoordigd: 11.2% vs doel 7.6% (Energy) |
| MSFd_EQ | €209.88 | €0.0 | Oververtegenwoordigd: 7.4% vs doel 5.4% (Technology) |
| AVGO_US_EQ | €172.59 | €0.0 | Oververtegenwoordigd: 7.0% vs doel 5.4% (Technology) |
| ARM_US_EQ | €127.85 | €0.0 | Oververtegenwoordigd: 6.6% vs doel 5.4% (Technology) |
| DGRAm_EQ | €441.08 | €0.0 | Oververtegenwoordigd: 4.8% vs doel 0.7% (Unknown) |
| IITU_EQ | €411.24 | €0.0 | Oververtegenwoordigd: 4.6% vs doel 0.7% (Unknown) |
| IEUXl_EQ | €362.24 | €0.0 | Oververtegenwoordigd: 4.1% vs doel 0.7% (Unknown) |
| DGXUd_EQ | €315.36 | €0.0 | Oververtegenwoordigd: 3.7% vs doel 0.7% (Unknown) |
| VUSAl_EQ | €292.98 | €0.0 | Oververtegenwoordigd: 3.5% vs doel 0.7% (Unknown) |
| VUAGl_EQ | €292.98 | €0.0 | Oververtegenwoordigd: 3.5% vs doel 0.7% (Unknown) |
| QGRWd_EQ | €265.28 | €0.0 | Oververtegenwoordigd: 3.2% vs doel 0.7% (Unknown) |
| WCOAm_EQ | €241.85 | €0.0 | Oververtegenwoordigd: 3.0% vs doel 0.7% (Unknown) |
| DHSAm_EQ | €180.05 | €0.0 | Oververtegenwoordigd: 2.4% vs doel 0.7% (Unknown) |
| WGLDd_EQ | €119.32 | €0.0 | Oververtegenwoordigd: 1.8% vs doel 0.7% (Unknown) |
| WMGTd_EQ | €73.51 | €0.0 | Oververtegenwoordigd: 1.4% vs doel 0.7% (Unknown) |
Kopen (7)
| Ticker | Bedrag | Reden |
|---|---|---|
| SAPd_EQ | €138.5 | Ondervertegenwoordigd: 4.1% vs doel 5.4% (Technology) |
| MU_US_EQ | €315.36 | Ondervertegenwoordigd: 2.5% vs doel 5.4% (Technology) |
| AMD_US_EQ | €440.01 | Ondervertegenwoordigd: 1.3% vs doel 5.4% (Technology) |
| INTC_US_EQ | €510.33 | Ondervertegenwoordigd: 0.6% vs doel 5.4% (Technology) |
| WTEMd_EQ | €54.34 | Ondervertegenwoordigd: 0.2% vs doel 0.7% (Unknown) |
| HOOD_US_EQ | €597.69 | Ondervertegenwoordigd: 0.1% vs doel 5.7% (Financial Services) |
| NDIAl_EQ | €68.19 | Ondervertegenwoordigd: 0.1% vs doel 0.7% (Unknown) |
Sector exposure
⚠️ Waarschuwingen
⚠️Sector Unknown (40.3%) is +25.3% boven target (15%). Overweeg verkopen.
⚠️Sector Technology (29.6%) is -10.4% onder target (40%). Kans voor bijkoop?
Generated by AutoNerd · Hermes Agent
06-06-2026 20:55 · Trading212 · Yahoo Finance