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Easily import, monitor, and analyze all your investments with real-time data and powerful analytics to make informed decisions.
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Stocktective
@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 ⛔ beat 06/26 ✅
01/28 - 100k ⛔

Positions22
Dividend received$2,701.97
Investing since08.2024

Positions

Title
Weight
Position
P/L
Microsoft logo
Microsoft
MSFTx20
12.25% 
$10,345.51
$517.28
+$2,161.43
26.41%
Caterpillar logo
Caterpillar
CATx10
10.02% 
$8,461.17
$846.12
+$5,213.94
160.57%
Visa logo
Visa
Vx20
8.55% 
$7,215.85
$360.79
+$582.01
8.77%
EOG Resources logo
EOG Resources
EOGx45
7.54% 
$6,363.60
$141.41
+$1,483.83
30.41%
Realty Income Corporation logo
Realty Income Corporation
Ox115
7.39% 
$6,238.39
$54.25
-$394.72
5.95%
Waste Management logo
Waste Management
WMx25
6.02% 
$5,082.13
$203.29
-$464.17
8.37%
JP Morgan logo
JP Morgan
JPMx15
5.91% 
$4,986.47
$332.43
+$956.43
23.73%
Canadian Pacific Railway logo
Canadian Pacific Railway
CPx50
5.09% 
$4,296.42
$85.93
+$750.36
21.16%
Real-time data from LSX · Fundamentals & EOD data from FactSet · Crypto data from CoinGecko

Sold

Allocation

Total Net Worth

$84,429.87

Performance

Portfolio Performance

We are calculating your portfolio performance.
Real-time data from LSX · Fundamentals & EOD data from FactSet · Crypto data from CoinGecko