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$1,902.57

Investing since07.2024

Positions

Title

Weight

Position

P/L

10.52%

$7,482.92

$374.15

-$701.16

8.57%

10.10%

$7,182.37

$718.24

+$3,935.15

121.18%

10.07%

$7,159.76

$62.26

+$526.65

7.94%

9.01%

$6,411.14

$142.47

+$1,531.37

31.38%

8.46%

$6,017.62

$300.88

-$616.22

9.29%

Waste Management

8.27%

$5,884.80

$235.39

+$338.50

6.10%

7.92%

$5,630.23

$112.60

+$2,933.87

108.81%

6.20%

$4,412.51

$294.17

+$382.47

9.49%

Canadian Pacific Railway

5.54%

$3,937.33

$78.75

+$391.27

11.03%

5.39%

$3,836.95

$76.74

+$565.33

17.28%

4.77%

$3,395.85

$424.48

+$559.59

19.73%

Constellation PA

3.84%

$2,730.08

$273.01

+$791.57

40.83%

3.29%

$2,343.36

$11.72

+$656.85

38.95%

Vanguard FTSE All-World ETF

2.87%

$2,038.07

$162.91

+$149.46

7.91%

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

1.51%

$1,073.71

$60.84

+$115.04

12.00%

WisdomTree CORE PHYSICAL GOLD

0.98%

$697.17

$462.70

+$157.06

29.08%

0.95%

$679.23

$66,880.23

-$252.89

27.13%

Cash Balance

0.28%

$199.78

-

0.02%

$13.84

$0.0912

-$11.74

45.91%

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

Sold

Allocation

Total Net Worth

$71,126.72

Performance

Portfolio Performance

We are calculating your portfolio performance.

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