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TaxesAreTheft
🇧🇲 Bermuda · @TaxesAreTheft

Investing in Shareholder Value | GetQuins Authority on Tobacco
North America Top X Compounders https://www.wikifolio.com/de/de/w/wf000natxc
https://app.godelterminal.com/?via=WWR

Positions10
Dividend received€3.877
Investing since05.2025

Positions

Title
Weight
Position
P/L
Parker-Hannifin logo
Parker-Hannifin
PHx0.089
12.32% 
€57.23
€643.00
+€9.39
19.63%
HEICO Corp logo
HEICO Corp
HEIx0.206
12.08% 
€56.12
€272.55
+€10.54
23.13%
Markel Grp logo
Markel Grp
MKLx0.0291
10.39% 
€48.25
€1,658.00
+€0.22
0.45%
Danaher logo
Danaher
DHRx0.284
10.16% 
€47.21
€166.19
-€2.78
5.57%
Tyler Tech logo
Tyler Tech
TYLx0.104
10.12% 
€46.98
€450.70
-€3.01
6.03%
Arthur J. Gallag logo
Arthur J. Gallag
AJGx0.177
9.59% 
€44.56
€252.30
-€5.45
10.90%
Roper Tech logo
Roper Tech
ROPx0.102
9.53% 
€44.28
€432.85
-€5.72
11.45%
TransDigm Group logo
TransDigm Group
TDGx0.0403
9.50% 
€44.15
€1,094.25
-€5.85
11.70%
Constel Software logo
Constel Software
CSUx0.0157
9.05% 
€42.04
€2,670.00
-€7.95
15.91%
TPL
Texas Pacific
TPLx0.0433
7.25% 
€33.67
€777.00
-€16.34
32.67%
Real-time data from LSX · Fundamentals & EOD data from FactSet

Sold

Allocation

Total Net Worth

€464.48

Performance

Portfolio Performance

We are calculating your portfolio performance.
Real-time data from LSX · Fundamentals & EOD data from FactSet