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

11.08%

$7,933.70

$396.68

-$250.38

3.06%

10.42%

$7,465.43

$64.92

+$832.31

12.55%

9.73%

$6,966.42

$696.64

+$3,719.20

114.53%

8.59%

$6,153.61

$307.68

-$480.23

7.24%

8.44%

$6,042.21

$134.27

+$1,162.45

23.82%

Waste Management

8.35%

$5,982.28

$239.29

+$435.98

7.86%

7.58%

$5,429.80

$108.60

+$2,733.44

101.38%

5.94%

$4,254.81

$283.65

+$224.78

5.58%

Canadian Pacific Railway

5.62%

$4,027.91

$80.56

+$481.85

13.59%

5.42%

$3,885.14

$77.70

+$613.53

18.75%

4.52%

$3,240.22

$405.03

+$403.95

14.24%

Constellation PA

4.23%

$3,031.61

$303.16

+$1,093.10

56.39%

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.

1.47%

$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%

$721.78

$71,069.73

-$210.34

22.57%

Cash Balance

0.28%

$199.78

-

0.02%

$14.41

$0.095

-$11.17

43.65%

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

Sold

Allocation

Total Net Worth

$71,625.47

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