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.

🇩🇪 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 ⛔

Show more

Positions21

Dividend received$1,784.15

Investing since07.2024

Positions

1DMax

Title

Weight

Position

P/L

10.36%

$7,610.92

$66.18

+$977.81

14.74%

10.34%

$7,599.30

$759.93

+$4,352.08

134.02%

8.28%

$6,084.75

$121.69

+$3,388.39

125.67%

7.85%

$5,767.06

$320.39

-$242.74

4.04%

Waste Management

7.83%

$5,757.63

$230.31

+$211.33

3.81%

7.54%

$5,542.60

$123.17

+$662.83

13.58%

6.49%

$4,767.79

$397.32

-$251.52

5.01%

Canadian Pacific Railway

5.80%

$4,259.50

$85.19

+$713.44

20.12%

5.42%

$3,983.00

$79.66

+$711.39

21.74%

5.06%

$3,721.32

$310.11

+$590.85

18.87%

4.87%

$3,576.92

$447.11

+$740.66

26.11%

Constellation PA

4.02%

$2,953.06

$295.31

+$1,014.54

52.34%

3.90%

$2,864.58

$143.23

-$309.33

9.75%

3.37%

$2,478.47

$12.39

+$791.96

46.96%

Vanguard FTSE All-World ETF

2.94%

$2,158.87

$172.56

+$270.27

14.31%

West Fraser Timb

2.38%

$1,748.19

$67.24

-$244.12

12.25%

VanEck Vectors ETFs NV - Morningstar Dev. Mrkts. Div. Ldrs.

1.24%

$911.63

$61.78

+$123.51

15.67%

WisdomTree CORE PHYSICAL GOLD

1.04%

$762.48

$506.03

+$222.36

41.17%

0.86%

$630.92

$67,513.36

-$246.92

28.13%

Cash Balance

0.41%

$303.85

-

0.02%

$14.38

$0.0948

-$11.20

43.77%

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

Sold

Allocation

Total Net Worth

$73,497.22

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