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$2,395.93

Investing since08.2024

Positions

Title

Weight

Position

P/L

11.14%

$9,311.53

$931.15

+$6,064.31

186.75%

9.34%

$7,809.10

$390.46

-$374.97

4.58%

Realty Income Corporation

8.78%

$7,343.61

$63.86

+$710.50

10.71%

8.56%

$7,152.03

$357.60

+$518.19

7.81%

7.51%

$6,282.21

$139.60

+$1,402.45

28.74%

Waste Management

7.06%

$5,903.60

$236.14

+$357.30

6.44%

6.01%

$5,020.99

$334.73

+$990.96

24.59%

Canadian Pacific Railway

5.46%

$4,566.40

$91.33

+$1,020.34

28.77%

5.43%

$4,543.13

$90.86

+$1,846.77

68.49%

5.04%

$4,214.03

$84.28

+$942.41

28.81%

4.57%

$3,819.73

$477.47

+$983.47

34.67%

Vanguard FTSE All-World ETF

4.05%

$3,383.20

$182.26

+$568.95

20.22%

3.22%

$2,689.23

$384.18

+$67.37

2.57%

Constellation PA

3.07%

$2,570.51

$257.05

+$632.00

32.60%

Grupo Aeroportuario del Pacifico ADR Representing 10 Series B

2.79%

$2,332.43

$233.24

-$206.41

8.13%

Sotera Health US

2.71%

$2,268.44

$18.15

+$251.80

12.49%

VanEck Morningstar Developed Markets Dividend Leaders

2.32%

$1,942.74

$60.64

+$106.31

5.79%

2.16%

$1,805.30

$8.982

+$109.79

6.48%

0.76%

$631.32

$62,162.80

-$300.80

32.27%

0.01%

$10.89

$0.0718

-$14.69

57.41%

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

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Allocation

Total Net Worth

$83,600.44

Performance

Portfolio Performance

We are calculating your portfolio performance.

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