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.

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 ⛔ beat 06/26 ✅
01/28 - 100k ⛔

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Positions20

Dividend received$2,504.99

Investing since08.2024

Positions

Title

Weight

Position

P/L

11.17%

$9,482.72

$474.14

+$1,298.64

15.87%

9.48%

$8,042.24

$804.22

+$4,795.01

147.66%

8.73%

$7,408.18

$370.41

+$774.33

11.67%

Realty Income Corporation

8.73%

$7,404.43

$64.39

+$771.32

11.63%

7.75%

$6,576.83

$146.15

+$1,697.07

34.78%

Waste Management

6.74%

$5,723.87

$228.95

+$177.57

3.20%

6.28%

$5,327.00

$355.13

+$1,296.97

32.18%

Canadian Pacific Railway

5.23%

$4,437.87

$88.76

+$891.81

25.15%

5.20%

$4,409.05

$88.18

+$1,137.44

34.77%

5.12%

$4,343.92

$86.88

+$1,647.56

61.10%

4.71%

$3,997.60

$499.70

+$1,161.34

40.95%

Vanguard FTSE All-World ETF

4.01%

$3,400.23

$183.18

+$585.99

20.82%

3.19%

$2,705.24

$386.46

+$83.38

3.18%

Constellation PA

3.11%

$2,639.72

$263.97

+$701.21

36.17%

Sotera Health US

2.66%

$2,255.25

$18.04

+$238.61

11.83%

Grupo Aeroportuario del Pacifico ADR Representing 10 Series B

2.59%

$2,196.17

$219.62

-$342.68

13.50%

VanEck Morningstar Developed Markets Dividend Leaders

2.41%

$2,042.15

$63.75

+$205.73

11.20%

2.15%

$1,825.27

$9.081

+$129.77

7.65%

0.75%

$635.24

$62,547.88

-$296.89

31.85%

0.01%

$10.55

$0.0695

-$15.04

58.78%

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

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Allocation

Total Net Worth

$84,863.53

Performance

Portfolio Performance

We are calculating your portfolio performance.

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