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Phil
@Pherror

Hallo zusammen,

ich verfolge eine langfristige Core-Satellite-Strategie mit Income-Satelliten zur Cashflow-Generierung.


Positions17
Dividend received$1,394.92
Investing since12.2024

Positions

Title
Weight
Position
P/L
22.93% 
$70,049.97
$160.51
+$5,147.00
7.93%
11.48% 
$35,077.28
$46.03
+$483.57
1.40%
6.44% 
$19,672.26
$61.08
+$7,820.10
65.98%
5.77% 
$17,641.68
$94.85
+$391.40
2.27%
5.55% 
$16,955.51
$88.31
+$5,098.17
43.00%
5.51% 
$16,836.81
$495.20
+$5,232.65
45.09%
5.13% 
$15,670.67
$59.61
-$600.18
3.69%

Sold

Allocation

Total Net Worth

$305,528.41

Performance

Portfolio Performance

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