config/memory/real-portfolio.json
2026-03-02 09:42:32 +01:00

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{
"description": "Real N26 portfolio positions - track and analyze hourly",
"positions": [
{
"name": "Rheinmetall AG",
"symbol": "RHM.DE",
"n26Name": "Rheinmetall",
"invested": 17000,
"notes": "Defense sector, benefiting from geopolitical tensions"
},
{
"name": "VanEck Defense ETF",
"symbol": "DFNS.PA",
"n26Name": "VanEck Defense",
"invested": 4000,
"notes": "Broad defense sector ETF"
},
{
"name": "iShares MSCI Global Metals & Mining",
"symbol": "PICK",
"n26Name": "S&P Global Mining ETF",
"invested": 1200,
"swappedFrom": "EXH1.DE (iShares Oil & Gas)",
"swapDate": "2026-03-02",
"notes": "Rotated from Oil & Gas into mining/metals per 2026 real assets trend"
}
],
"totalInvested": 22200,
"priceHistory": [
{
"timestamp": "2026-03-02T09:26:00Z",
"RHM.DE": 1663.50,
"note": "RHM at €1,663.50; recent earnings miss (-22.78%). Gold/metals/mining outperforming in 2026. Defense sector stable amid geopolitical tensions."
}
],
"lastAnalysis": "2026-03-02T09:26:00Z"
}