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.

🇩🇪 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

Positions20

Dividend received$2,244.79

Investing since08.2024

Positions

Title

Weight

Position

P/L

11.24%

$9,074.57

$907.46

+$5,827.34

179.46%

10.87%

$8,778.81

$438.94

+$594.73

7.27%

Realty Income Corporation

8.53%

$6,883.15

$59.85

+$250.04

3.77%

7.86%

$6,341.41

$317.07

-$292.43

4.41%

7.79%

$6,285.30

$139.67

+$1,405.54

28.80%

7.39%

$5,963.01

$119.26

+$3,266.66

121.15%

Waste Management

6.57%

$5,300.46

$212.02

-$245.84

4.43%

Canadian Pacific Railway

5.59%

$4,511.19

$90.22

+$965.13

27.22%

5.54%

$4,471.17

$298.08

+$441.14

10.95%

4.86%

$3,923.44

$78.47

+$651.83

19.92%

4.26%

$3,441.00

$430.13

+$604.74

21.32%

Vanguard FTSE All-World ETF

4.13%

$3,337.92

$186.08

+$638.32

23.65%

Constellation PA

3.39%

$2,732.87

$273.29

+$794.35

40.98%

3.06%

$2,466.39

$12.33

+$779.89

46.24%

Grupo Aeroportuario del Pacifico ADR Representing 10 Series B

2.97%

$2,400.86

$240.09

-$137.98

5.43%

VanEck Morningstar Developed Markets Dividend Leaders

2.22%

$1,795.55

$60.01

+$85.39

4.99%

Sotera Health US

1.85%

$1,490.39

$14.90

-$111.76

6.98%

WisdomTree CORE PHYSICAL GOLD

1.03%

$833.69

$443.01

+$162.09

24.13%

0.84%

$682.13

$67,164.94

-$250.00

26.82%

0.02%

$14.29

$0.0942

-$11.29

44.13%

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

Sold

Allocation

Total Net Worth

$80,727.61

Performance

Portfolio Performance

We are calculating your portfolio performance.

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