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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Positions19

Dividend received$1,842.46

Investing since07.2024

Positions

1DMax

Title

Weight

Position

P/L

11.07%

$7,933.70

$396.68

-$250.38

3.06%

10.42%

$7,465.43

$64.92

+$832.31

12.55%

9.72%

$6,966.42

$696.64

+$3,719.20

114.53%

8.61%

$6,167.72

$308.39

-$466.12

7.03%

8.43%

$6,042.21

$134.27

+$1,162.45

23.82%

Waste Management

8.37%

$5,996.00

$239.84

+$449.70

8.11%

7.56%

$5,417.37

$108.35

+$2,721.02

100.91%

5.95%

$4,264.57

$284.30

+$234.53

5.82%

Canadian Pacific Railway

5.61%

$4,018.70

$80.37

+$472.64

13.33%

5.41%

$3,876.25

$77.53

+$604.64

18.48%

4.52%

$3,240.22

$405.03

+$403.95

14.24%

Constellation PA

4.24%

$3,038.56

$303.86

+$1,100.05

56.75%

3.39%

$2,426.66

$12.13

+$740.16

43.89%

Vanguard FTSE All-World ETF

2.86%

$2,049.16

$163.79

+$160.55

8.50%

VanEck Vectors ETFs NV - Morningstar Dev. Mrkts. Div. Ldrs.

1.46%

$1,049.37

$59.46

+$90.70

9.46%

WisdomTree CORE PHYSICAL GOLD

1.05%

$751.16

$498.52

+$211.04

39.07%

1.01%

$721.90

$71,081.55

-$210.22

22.55%

Cash Balance

0.28%

$199.78

-

0.02%

$14.46

$0.0953

-$11.12

43.47%

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

Sold

Allocation

Total Net Worth

$71,639.64

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