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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Positions22

Dividend received$1,486.73

Investing since07.2024

Positions

Title

Weight

Position

P/L

10.46%

$6,436.78

$56.46

-$136.16

2.07%

9.16%

$5,633.92

$563.39

+$2,386.69

73.50%

Waste Management

6.91%

$4,247.81

$212.39

-$203.43

4.57%

6.69%

$4,116.47

$82.33

+$1,420.12

52.67%

6.19%

$3,806.54

$475.82

+$611.87

19.15%

5.85%

$3,598.28

$71.97

+$326.67

9.98%

5.81%

$3,574.85

$297.90

+$444.38

14.20%

Constellation PA

5.70%

$3,504.72

$350.47

+$1,566.20

80.79%

Canadian Pacific Railway

5.69%

$3,497.81

$69.96

-$48.25

1.36%

5.55%

$3,411.44

$170.57

+$176.17

5.45%

5.52%

$3,398.25

$106.20

-$35.39

1.03%

5.43%

$3,341.31

$417.66

+$505.05

17.81%

5.39%

$3,317.59

$165.88

+$143.68

4.53%

5.32%

$3,273.55

$327.35

-$76.77

2.29%

2.54%

$1,561.03

$7.805

-$125.48

7.44%

West Fraser Timb

2.50%

$1,538.17

$59.16

-$454.14

22.79%

Vanguard FTSE All-World ETF

2.26%

$1,390.31

$161.07

+$147.89

11.90%

1.00%

$617.41

$87,972.41

-$66.95

9.78%

WisdomTree CORE PHYSICAL GOLD

0.82%

$503.63

$406.91

+$80.06

18.90%

VanEck Developed Markets Div Lead ETF

0.77%

$474.40

$53.06

+$8.19

1.76%

Cash Balance

0.39%

$242.50

-

0.04%

$22.93

$0.151

-$2.65

10.38%

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

Sold

Allocation

Total Net Worth

$61,509.69

Performance

Portfolio Performance

We are calculating your portfolio performance.

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