Investor portfolio on getquin

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Ziel 800k

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Positions25

Dividend received$1,228.68

Investing since02.2023

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

52.75%

$65,094.58

$186.93

+$14,650.48

29.04%

Alphabet Inc. Class A

5.55%

$6,852.16

$346.66

+$3,836.60

127.23%

4.46%

$5,502.60

$33.77

-$793.85

12.61%

3.36%

$4,148.10

$403.19

+$1,400.53

50.97%

2.97%

$3,662.87

$13.60

+$225.39

6.56%

Novo Nordisk A/S Class B

2.83%

$3,498.08

$50.21

-$1,082.53

23.63%

2.71%

$3,341.70

$254.82

+$1,075.26

47.44%

2.69%

$3,322.07

$290.86

+$109.02

3.39%

2.52%

$3,114.14

$302.27

+$1,179.83

61.00%

2.36%

$2,912.01

$513.07

+$370.08

14.56%

Taiwan Semiconductor Manufacturing ADR

2.29%

$2,825.65

$397.15

+$354.20

14.33%

Omada Health, Inc.

2.02%

$2,495.65

$23.67

+$932.99

59.70%

Main Street Capital

1.89%

$2,326.39

$55.56

+$99.31

4.46%

1.87%

$2,310.45

$11.80

+$617.92

36.51%

1.86%

$2,293.56

$73.54

+$236.75

11.51%

1.84%

$2,270.38

$28.50

-$104.85

4.41%

Cipher Digital Inc.

1.62%

$1,993.93

$17.60

+$186.82

10.34%

1.10%

$1,356.36

$2.359

-$40.46

2.90%

BlackRock Funding Inc

1.07%

$1,324.11

$1,075.77

+$476.57

56.23%

0.99%

$1,221.18

$0.483

-$969.46

44.25%

0.97%

$1,202.32

$0.481

+$83.92

7.50%

Berkshire Hathaway (B)

0.14%

$175.66

$491.37

+$0.55

0.31%

0.08%

$100.61

$0.0503

-$129.45

56.27%

0.03%

$42.90

$14.30

+$0.00

0.00%

0.00%

$3.832

$13.44

-$0.00

0.00%

Real-time data from LSX · Fundamentals & EOD data from FactSet

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Allocation

Total Net Worth

$123,391.32

Performance

Portfolio Performance

We are calculating your portfolio performance.

Real-time data from LSX · Fundamentals & EOD data from FactSet