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 ⛔

Show more

Positions21

Dividend received$1,626.69

Investing since07.2024

Positions

Title

Weight

Position

P/L

9.72%

$6,558.10

$57.53

-$14.84

0.23%

9.26%

$6,247.11

$624.71

+$2,999.88

92.38%

Waste Management

8.12%

$5,476.18

$219.05

-$70.12

1.26%

7.58%

$5,111.31

$102.23

+$2,414.95

89.56%

7.41%

$5,000.95

$357.21

+$315.19

6.73%

7.10%

$4,788.47

$478.85

+$633.15

15.24%

6.54%

$4,409.08

$104.98

-$141.83

3.12%

5.96%

$4,020.36

$335.03

+$889.89

28.43%

5.43%

$3,665.35

$458.17

+$829.09

29.23%

Canadian Pacific Railway

5.42%

$3,652.42

$73.05

+$106.36

3.00%

5.40%

$3,644.01

$182.20

+$470.10

14.81%

Constellation PA

5.26%

$3,544.64

$354.46

+$1,606.13

82.85%

5.04%

$3,398.22

$67.96

+$126.60

3.87%

3.24%

$2,182.10

$10.91

+$495.60

29.39%

Vanguard FTSE All-World ETF

2.83%

$1,907.98

$169.12

+$226.40

13.46%

West Fraser Timb

2.44%

$1,647.13

$63.35

-$345.19

17.33%

1.08%

$730.26

$92,081.49

-$35.50

4.64%

VanEck Developed Markets Div Lead ETF

1.03%

$694.34

$56.75

+$48.90

7.58%

WisdomTree CORE PHYSICAL GOLD

0.96%

$644.50

$446.81

+$134.40

26.35%

Cash Balance

0.15%

$99.46

-

0.03%

$22.76

$0.15

-$2.82

11.03%

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

Sold

Allocation

Total Net Worth

$67,444.72

Performance

Portfolio Performance

We are calculating your portfolio performance.

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