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$2,552.45

Investing since08.2024

Positions

Title

Weight

Position

P/L

10.74%

$9,649.65

$482.48

+$1,465.57

17.91%

9.17%

$8,240.27

$824.03

+$4,993.04

153.76%

8.27%

$7,424.65

$371.23

+$790.81

11.92%

Realty Income Corporation

8.03%

$7,210.97

$62.70

+$577.85

8.71%

7.66%

$6,883.43

$152.97

+$2,003.67

41.06%

Waste Management

6.23%

$5,597.53

$223.90

+$51.24

0.92%

5.87%

$5,269.42

$351.29

+$1,239.38

30.75%

5.71%

$5,125.50

$102.51

+$2,429.14

90.09%

Canadian Pacific Railway

5.39%

$4,839.42

$96.79

+$1,293.36

36.47%

5.06%

$4,549.84

$91.00

+$1,278.23

39.07%

VanEck Morningstar Developed Markets Dividend Leaders

4.98%

$4,477.13

$64.85

+$270.70

6.44%

4.58%

$4,109.74

$513.72

+$1,273.48

44.90%

Vanguard FTSE All-World ETF

4.01%

$3,602.98

$187.75

+$673.78

23.00%

Constellation PA

3.03%

$2,724.47

$272.45

+$785.96

40.54%

2.87%

$2,582.48

$368.93

-$39.37

1.50%

Sotera Health US

2.72%

$2,444.82

$19.56

+$428.18

21.23%

2.42%

$2,173.34

$10.81

+$477.84

28.18%

Grupo Aeroportuario del Pacifico ADR Representing 10 Series B

2.37%

$2,125.17

$212.52

-$413.68

16.29%

0.87%

$784.32

$77,227.59

-$147.80

15.86%

0.02%

$14.05

$0.0926

-$11.53

45.08%

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

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Allocation

Total Net Worth

$89,829.19

Performance

Portfolio Performance

We are calculating your portfolio performance.

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