Investor portfolio on getquin

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Ziel 800k

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Positions25

Dividend received$1,198.67

Investing since02.2023

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

52.18%

$63,743.19

$186.34

+$14,476.93

29.39%

Alphabet Inc. Class A

5.46%

$6,672.60

$338.11

+$3,668.47

122.11%

5.08%

$6,203.11

$46.91

+$1,088.51

21.28%

3.83%

$4,681.39

$457.28

+$1,957.00

71.83%

2.88%

$3,517.52

$13.12

+$97.42

2.85%

Novo Nordisk A/S Class B

2.73%

$3,330.58

$48.12

-$1,227.17

26.92%

2.71%

$3,305.00

$252.87

+$1,050.14

46.57%

2.56%

$3,122.32

$304.70

+$1,205.16

62.86%

2.52%

$3,076.38

$271.29

-$113.81

3.57%

Taiwan Semiconductor Manufacturing ADR

2.51%

$3,064.55

$432.28

+$605.85

24.64%

2.39%

$2,924.02

$518.10

+$399.23

15.81%

Cipher Digital Inc.

2.39%

$2,914.79

$25.85

+$1,119.26

62.34%

1.81%

$2,208.32

$11.39

+$538.65

32.26%

Omada Health, Inc.

1.77%

$2,163.76

$20.67

+$618.47

40.02%

Main Street Capital

1.73%

$2,109.45

$51.03

-$87.44

3.98%

1.71%

$2,085.48

$67.18

+$40.10

1.96%

1.38%

$1,688.70

$37.53

+$491.95

41.11%

1.16%

$1,420.86

$0.562

-$769.78

35.14%

1.12%

$1,372.15

$2.386

-$24.68

1.77%

BlackRock Funding Inc

0.96%

$1,178.67

$966.61

+$342.55

40.97%

0.86%

$1,050.79

$0.42

-$67.61

6.05%

Berkshire Hathaway (B)

0.13%

$160.98

$497.55

+$3.26

2.07%

0.11%

$128.64

$0.129

-$21.75

14.46%

0.04%

$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

Sold

Allocation

Total Net Worth

$122,169.98

Performance

Portfolio Performance

We are calculating your portfolio performance.

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