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BM

@Bmahone · 🇩🇪 Germany

Ein langer weiter weg, der mit Sicherheit viel Freude und hin und wieder mal Angst mitbringt alles für die Zukunft 🚀

Als Core den FTSE All World + Aktien 🛰️
Est. 06/2024 angefangen 🛩️

📈 buy and hold

🏁10.000 erstmal Jahr 2024 🏁
✅ ✅ ✅ ✅ ✅

✅ ✅ ✅ ✅ ✅

🏁20.000 nächste Stufe 2025 🏁
✅ ⬜️ ⬜️ ⬜️ ⬜️

⬜️ ⬜️ ⬜️ ⬜️ ⬜️

Show more

Positions24

Dividend received$51.62

Investing since06.2024

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

40.29%

$5,306.12

$142.76

+$127.65

2.46%

5.59%

$735.92

$735.92

-$35.58

4.61%

5.53%

$728.86

$728.86

-$37.59

4.90%

Parker-Hannifin

5.07%

$667.33

$667.33

-$30.32

4.35%

4.64%

$611.55

$40.78

-$53.96

8.11%

4.06%

$534.23

$57.06

+$5.94

1.12%

3.97%

$522.52

$334.08

+$76.85

17.24%

3.53%

$464.99

$23.25

+$10.54

2.32%

3.41%

$448.52

$442.55

-$17.15

3.68%

3.26%

$429.46

$302.98

+$14.90

3.59%

3.18%

$418.19

$348.47

+$78.55

23.13%

2.78%

$366.34

$71.33

+$34.31

10.33%

Cash Balance

2.11%

$278.40

-

2.06%

$271.43

$94.75

+$43.04

18.84%

1.92%

$253.28

$245.47

-$2.53

0.99%

1.69%

$222.11

$408.17

-$8.90

3.85%

1.54%

$202.32

$179.53

-$12.43

5.79%

Johnson&Johnson

1.49%

$196.84

$162.45

+$7.30

3.85%

1.29%

$170.20

$170.20

+$1.70

1.01%

0.60%

$79.41

$97.39

+$7.15

9.89%

0.58%

$76.57

$76.57

+$4.52

6.27%

Deutsche Telekom

0.55%

$72.11

$36.06

+$1.83

2.60%

Main Street Capital

0.47%

$62.22

$62.22

+$0.46

0.75%

0.40%

$52.11

$264.23

+$0.34

0.65%

Finance data from FactSet · LSX Data

Sold

Allocation

Total Net Worth$13,171.05

Performance

Portfolio Performance

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Finance data from FactSet · LSX Data