Investor portfolio on getquin

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🇩🇪 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

Positions21

Dividend received$1,674.10

Investing since07.2024

Positions

1DMax

Title

Weight

Position

P/L

9.95%

$6,971.76

$60.62

+$338.65

5.11%

9.10%

$6,376.75

$637.67

+$3,129.52

96.38%

9.01%

$6,310.89

$126.22

+$3,614.53

134.05%

8.38%

$5,875.95

$326.44

-$133.85

2.23%

Waste Management

8.23%

$5,770.21

$230.81

+$223.91

4.04%

6.93%

$4,855.85

$107.91

-$23.92

0.49%

6.86%

$4,811.00

$481.10

+$655.67

15.78%

5.23%

$3,664.69

$73.29

+$393.07

12.01%

Canadian Pacific Railway

5.15%

$3,607.50

$72.15

+$61.44

1.73%

5.12%

$3,586.79

$298.90

+$456.32

14.58%

5.01%

$3,508.71

$438.59

+$672.45

23.71%

4.41%

$3,090.06

$154.50

-$83.86

2.64%

Constellation PA

4.11%

$2,883.61

$288.36

+$945.09

48.75%

3.67%

$2,572.25

$12.86

+$885.75

52.52%

Vanguard FTSE All-World ETF

2.77%

$1,941.92

$172.13

+$260.34

15.48%

West Fraser Timb

2.62%

$1,835.43

$70.59

-$156.89

7.87%

VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF

1.23%

$861.07

$58.65

+$77.23

9.85%

1.06%

$744.12

$87,195.11

-$77.01

9.38%

WisdomTree CORE PHYSICAL GOLD

1.04%

$730.92

$506.73

+$220.83

43.29%

Cash Balance

0.09%

$62.12

-

0.03%

$18.57

$0.122

-$7.01

27.40%

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

Sold

Allocation

Total Net Worth

$70,080.16

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