Investor portfolio on getquin

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Sam M.

🇩🇪 Germany · @Sam_Mumm

Investiere seit 30 Jahren, aber meist sehr defensiv.

Positions33

Dividend received$4,685.96

Investing since01.2023

Positions

Title

Weight

Position

P/L

NWR

Newron

NWRNx5,120

53.83%

$91,510.63

$17.87

+$41,212.35

81.94%

BMW Pref Shs

BMW3x230

12.79%

$21,734.04

$94.50

+$2,849.31

15.09%

BMW

BMWx100

6.05%

$10,291.36

$102.91

+$527.70

5.40%

Anavex Life

AVXLx970

5.66%

$9,613.94

$9.911

+$1,006.05

11.69%

Novo Nordisk

NOVO Bx150

5.17%

$8,794.06

$58.63

+$354.08

4.20%

SOC

Societe Generale Effekten GMBH Warrant 2025-open end on Novo Nord Br/Rg-B

x15,000

2.57%

$4,375.47

$0.292

+$1,928.34

78.80%

Xtrackers MSCI World Swap ETF

DBXWx26.7

2.15%

$3,656.94

$136.96

+$744.91

25.58%

EGIS Genossenschaftsanteil

2.06%

$3,507.11

+$0.00

0.00%

K 7 H

Global Dividend A

K7HB05x11.69

2.04%

$3,465.58

$296.39

+$506.57

17.12%

Amundi MSCI All Country World ETF

ACWIx4.074

1.45%

$2,465.79

$605.22

+$353.96

16.76%

Amundi MSCI Semicond ESG Screened ETF A

CHIPx25.4

1.18%

$2,005.82

$78.95

+$503.27

33.49%

Kesko

KESKOBx75

0.93%

$1,577.46

$21.03

-$174.82

9.98%

Xtrackers MSCI World ETF

XDWDx8.696

0.71%

$1,214.02

$139.61

+$36.88

3.13%

PZU

PZUx75

0.68%

$1,157.73

$15.44

-$125.56

9.78%

Xtrackers Euro Stoxx Quality Dvdend ETF

DXSAx23.57

0.42%

$712.70

$30.24

-$6.21

0.86%

Invesco FTSE RAFI Emerging Markets ETF

PEHx44.22

0.29%

$489.08

$11.06

+$14.79

3.12%

iShares MSCI USA SRI ETF

SUASx17.13

0.18%

$304.73

$17.79

+$12.57

4.30%

Amundi Index Euro AGG SRI ETF DR A

EGRIx5.49

0.17%

$290.82

$52.97

+$0.23

0.08%

iShares S&P 500 ESG ETF

ESPXx33.95

0.17%

$288.35

$8.494

+$19.78

7.36%

iShares MSCI World SRI ETF

SUSWx19.26

0.16%

$271.34

$14.09

+$12.70

4.91%

UBS S&P 500 ESG ETF Aacc

S5ESGx5.557

0.16%

$271.30

$48.82

+$18.58

7.35%

UBS MSCI World SR ETF Aacc

WSRIAx10.74

0.16%

$271.27

$25.25

+$13.25

5.14%

iShares MSCI Europe SRI ETF

IESEx3.265

0.16%

$267.44

$81.92

+$3.19

1.21%

BNP Paribas Easy ESG EMU Government Bd IG ETF C

JBEMx20.55

0.13%

$226.53

$11.02

-$0.31

0.14%

Cash Balance

0.12%

$202.99

Amundi STOXX Europe 600 ESG ETF DR A

C6Ex1.214

0.12%

$200.60

$165.29

+$8.99

4.69%

BNP Paribas Easy MSCI N Amer ESG Fltrd Min TE ETF C

ENAMx6.041

0.11%

$185.84

$30.76

+$11.15

6.38%

iShares € Bond ESG ETF

SUA0x25.88

0.10%

$161.96

$6.258

+$0.77

0.47%

Xtrackers S&P 500 Equal Weight ESG ETF

XZEWx2.894

0.09%

$149.00

$51.48

+$5.92

4.14%

UBS LFS MSCI Japan Soc Resp ETF (JPY)Ad

FRCJx3.44

0.06%

$99.56

$28.94

+$8.23

9.01%

J 5 N

GS Green Bond-I Cap

J5N1TFx0.0167

0.06%

$97.75

$5,863.81

+$0.36

0.37%

BNP Paribas Easy ESG EMU Govt Bd IG 3-5Y ETF C

GEMUx8.517

0.06%

$97.07

$11.40

-$0.02

0.02%

VanEck Developed Markets Div Lead ETF

TDIVx0.581

0.02%

$30.43

$52.36

-$0.24

0.79%

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

Sold

Allocation

Total Net Worth

$169,988.73

Performance

Portfolio Performance

We are calculating your portfolio performance.

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