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 ⛔

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Positions20

Dividend received$2,171.94

Investing since07.2024

Positions

Title

Weight

Position

P/L

11.74%

$9,049.60

$904.96

+$5,802.37

178.69%

10.51%

$8,102.13

$405.11

-$81.95

1.00%

Realty Income Corporation

9.19%

$7,083.97

$61.60

+$450.86

6.80%

8.32%

$6,413.89

$320.69

-$219.95

3.32%

7.87%

$6,067.37

$134.83

+$1,187.61

24.34%

7.51%

$5,786.14

$115.72

+$3,089.79

114.59%

Waste Management

7.03%

$5,418.84

$216.75

-$127.46

2.30%

5.86%

$4,516.78

$301.12

+$486.74

12.08%

Canadian Pacific Railway

5.58%

$4,302.61

$86.05

+$756.55

21.33%

5.21%

$4,011.24

$80.22

+$739.63

22.61%

4.58%

$3,529.43

$441.18

+$693.16

24.44%

Constellation PA

3.58%

$2,758.39

$275.84

+$819.87

42.29%

3.14%

$2,421.39

$12.11

+$734.88

43.57%

Vanguard FTSE All-World ETF

2.96%

$2,280.78

$182.30

+$392.17

20.77%

Grupo Aeroportuario del Pacifico ADR Representing 10 Series B

2.55%

$1,967.56

$245.94

-$87.79

4.27%

VanEck Morningstar Developed Markets Dividend Leaders

1.95%

$1,500.65

$61.36

+$124.37

9.04%

1.05%

$810.76

$79,831.25

-$121.36

13.02%

WisdomTree CORE PHYSICAL GOLD

0.91%

$703.91

$467.17

+$163.79

30.33%

Cash Balance

0.41%

$312.51

-

0.02%

$17.18

$0.113

-$8.41

32.86%

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

Sold

Allocation

Total Net Worth

$77,055.11

Performance

Portfolio Performance

We are calculating your portfolio performance.

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