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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Positions21

Dividend received$1,564.57

Investing since07.2024

Positions

Title

Weight

Position

P/L

10.10%

$6,578.03

$57.70

+$5.09

0.08%

9.20%

$5,993.26

$599.33

+$2,746.03

84.57%

7.47%

$4,862.58

$347.33

+$176.82

3.77%

7.34%

$4,778.17

$477.82

+$622.84

14.99%

Waste Management

7.30%

$4,752.34

$216.02

-$122.98

2.52%

7.01%

$4,566.27

$91.33

+$1,869.91

69.35%

7.00%

$4,556.05

$108.48

+$5.15

0.11%

5.87%

$3,819.60

$318.30

+$689.14

22.01%

Canadian Pacific Railway

5.75%

$3,742.12

$74.84

+$196.06

5.53%

5.50%

$3,583.67

$447.96

+$747.40

26.35%

5.48%

$3,567.31

$178.37

+$393.40

12.39%

Constellation PA

5.42%

$3,530.12

$353.01

+$1,591.60

82.10%

5.41%

$3,522.00

$70.44

+$250.38

7.65%

2.74%

$1,781.19

$8.906

+$94.68

5.61%

Vanguard FTSE All-World ETF

2.55%

$1,659.54

$165.12

+$183.89

12.46%

West Fraser Timb

2.40%

$1,563.59

$60.14

-$428.73

21.52%

1.05%

$684.19

$89,711.26

-$54.36

7.36%

VanEck Developed Markets Div Lead ETF

1.02%

$665.78

$55.40

+$32.57

5.14%

WisdomTree CORE PHYSICAL GOLD

0.90%

$587.53

$427.25

+$106.66

22.18%

Cash Balance

0.48%

$309.46

-

0.03%

$20.88

$0.138

-$4.70

18.39%

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

Sold

Allocation

Total Net Worth

$65,123.68

Performance

Portfolio Performance

We are calculating your portfolio performance.

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