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 ⛔
01/28 - 100k ⛔

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Positions21

Dividend received$2,349.94

Investing since08.2024

Positions

Title

Weight

Position

P/L

11.97%

$9,806.38

$980.64

+$6,559.15

201.99%

9.11%

$7,462.07

$373.10

-$722.01

8.82%

Realty Income Corporation

8.63%

$7,072.06

$61.50

+$438.95

6.62%

8.05%

$6,597.53

$329.88

-$36.31

0.55%

7.34%

$6,017.43

$133.72

+$1,137.67

23.31%

Waste Management

6.64%

$5,443.17

$217.73

-$103.13

1.86%

6.63%

$5,431.36

$108.63

+$2,735.00

101.43%

6.12%

$5,011.33

$334.09

+$981.29

24.35%

Canadian Pacific Railway

5.22%

$4,280.54

$85.61

+$734.48

20.71%

4.89%

$4,007.92

$80.16

+$736.31

22.51%

4.51%

$3,693.98

$461.75

+$857.72

30.24%

Vanguard FTSE All-World ETF

3.95%

$3,239.37

$180.59

+$539.77

19.99%

Constellation PA

3.33%

$2,732.75

$273.28

+$794.24

40.97%

Grupo Aeroportuario del Pacifico ADR Representing 10 Series B

2.92%

$2,390.41

$239.04

-$148.44

5.85%

2.56%

$2,095.78

$10.43

+$400.27

23.61%

2.32%

$1,898.53

$379.71

+$44.10

2.38%

VanEck Morningstar Developed Markets Dividend Leaders

2.17%

$1,781.88

$59.42

+$67.65

3.95%

Sotera Health US

1.92%

$1,570.84

$15.71

-$31.31

1.95%

WisdomTree CORE PHYSICAL GOLD

0.94%

$770.76

$409.57

+$99.15

14.76%

0.77%

$631.51

$62,181.42

-$300.61

32.25%

0.01%

$11.91

$0.0785

-$13.67

53.44%

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

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Allocation

Total Net Worth

$81,947.50

Performance

Portfolio Performance

We are calculating your portfolio performance.

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