Investor portfolio on getquin

getquin allows you to track and analyse all your investments in one place.

Easily import, monitor, and analyze all your investments with real-time data and powerful analytics to make informed decisions.

🇩🇪 Germany · @Stocktective

Gestartet mit wenig Interesse an finanzieller Bildung...
Der Anfang wurde mit Fonds & 2 simplen ETFs "set and forget" gemacht,
am Jahresbeginn 24 startete der Versuch sich am Finanzmarkt einzulernen 🧐
Zielsetzung, so fix wie möglich ein "stabiles" Depot mit 50k zusammenzutragen.

01/24 - 10k 🚧
10/25 - 50k ✅
08/26 - 75k ⛔
01/28 - 100k ⛔

Show more

Positions19

Dividend received$1,934.57

Investing since07.2024

Positions

Title

Weight

Position

P/L

11.04%

$8,374.99

$837.50

+$5,127.76

157.91%

11.03%

$8,370.90

$418.55

+$186.82

2.28%

Realty Income Corporation

9.71%

$7,366.80

$64.06

+$733.69

11.06%

8.24%

$6,254.09

$125.08

+$3,557.73

131.95%

8.12%

$6,157.15

$307.86

-$476.69

7.19%

7.97%

$6,050.44

$134.45

+$1,170.67

23.99%

Waste Management

7.63%

$5,791.31

$231.65

+$245.01

4.42%

6.14%

$4,661.22

$310.75

+$631.19

15.66%

Canadian Pacific Railway

5.68%

$4,307.20

$86.14

+$761.14

21.46%

5.01%

$3,803.84

$76.08

+$532.23

16.27%

4.78%

$3,628.89

$453.61

+$792.63

27.95%

Constellation PA

3.87%

$2,934.34

$293.43

+$995.82

51.37%

3.35%

$2,542.51

$12.71

+$856.01

50.76%

Vanguard FTSE All-World ETF

2.88%

$2,182.93

$174.48

+$294.32

15.58%

VanEck Morningstar Developed Markets Dividend Leaders

1.95%

$1,480.23

$61.23

+$121.09

8.91%

1.04%

$788.29

$77,618.50

-$143.83

15.43%

WisdomTree CORE PHYSICAL GOLD

0.92%

$697.35

$462.81

+$157.24

29.11%

Cash Balance

0.61%

$464.78

-

0.02%

$14.73

$0.0971

-$10.85

42.41%

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

Sold

Allocation

Total Net Worth

$75,872.01

Performance

Portfolio Performance

We are calculating your portfolio performance.

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