Demo · keine Live-Daten · keine Anlageberatung
Die sieben Mandate
- 01
Pelosi Tracker
+81.8%Risiko 5/7Event-driven mirror of disclosed Pelosi family trades from US House PTR filings.
Capitol Trades Demo · US equities from STOCK Act PTR disclosures (45-day lag)
- 02
Liquid Private Equity
+41.1%Risiko 4/7Daily-liquid exposure to the private-equity asset class through listed PE managers and vehicles, tracking the LPX Listed Private Equity universe.
LPX AG Demo · Listed private-equity managers and vehicles (LPX50 universe — BX, KKR, APO, EQT, PGHN, III)
- 03
AI Arms Race
+11.3%Risiko 4/7LLM-curated AI infrastructure + defense basket (AI Professor Labs / Lopez Lira analog).
AI Professor Labs Demo · US AI infra, semis, defense-adjacent equities
- 04
Deutsche Credit
+37.1%Risiko 4/7Private-credit exposure to the Deutsche Credit (DCCP) fund — senior secured direct lending to European mid-market and PE-backed companies across DACH, BeNeLux and the Nordics.
Deutsche Credit (DCCP) Demo · European senior secured direct lending via the DCCP fund; demo mirrored through listed credit proxies (ICP, TKO, ARCC, BXSL)
- 05
Europe Defense
+55.3%Risiko 4/7European rearmament basket — Rheinmetall, Leonardo, Saab, Thales, BAE. Driven by EU/NATO defense-spending commitments.
Stratify Research Demo · EU + UK defense primes and suppliers (RHM, LDO, SAAB-B, HO, BA.)
- 06
Super-Investors
+6.8%Risiko 5/7Consensus holdings across top investors’ disclosed 13F filings (Buffett, Burry, Dalio) — quarterly refresh.
SEC EDGAR 13F Demo · US equities from SEC 13F-HR filings (45-day lag)
- 07
Obesity
+51.9%Risiko 4/7GLP-1 / obesity-drug leaders and supply chain — Novo Nordisk, Eli Lilly, Zealand Pharma.
Stratify Research Demo · Global GLP-1 / metabolic-health equities (NOVO-B, LLY, ZEAL)