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🇩🇪 Germany · @WolfAchat403444

Dividenden Portfolio -> Buy and Hold
~ Langfristiger Vermögensaufbau
Portfoliostart: 6. Sep. 2022

Beruf: Dualer Student (Industrie-4.0 Informatik)

Vermögensziele:
☑ 1.000 Euro [Erreicht: 8.11.2022]
☑ 5.000 Euro [Erreicht: 2.08.2023]
☑ 10.000 Euro [Erreicht: 21.10.2025]
☐ 50.000 Euro [Ziel: 2027/28]
☐ 100.000 Euro [Ziel: 2030]
☐ 1.000.000 Euro [?]
☐ 2.000.000 Euro [?]

Show more

Positions15

Dividend received$665.95

Investing since09.2022

Positions

Title

Weight

Position

P/L

Xtrackers MSCI World ETF

29.91%

$4,158.72

$124.11

+$306.83

7.97%

iShares MSCI EM UCITS ETF USD (Acc)

12.44%

$1,729.15

$60.67

+$654.15

60.85%

British American Tobacco

9.27%

$1,288.85

$56.04

+$484.21

60.18%

9.12%

$1,267.64

$74.57

+$189.69

17.60%

iShares STOXX Europe 50 ETF

8.68%

$1,206.90

$60.82

+$254.77

26.76%

Realty Income Corporation

8.65%

$1,203.17

$63.32

+$138.10

12.97%

6.12%

$850.68

$65.44

+$497.56

140.91%

Deutsche Telekom

3.47%

$482.96

$32.20

+$163.39

51.13%

3.36%

$467.30

$25.96

+$137.67

41.77%

iShares MSCI India ETF

2.90%

$403.08

$8.878

+$21.59

5.66%

Cash Balance

2.50%

$347.10

-

Porsche Automobil Holding

1.64%

$228.44

$38.07

-$129.14

36.11%

1.38%

$191.63

$95.81

+$22.12

13.05%

0.34%

$46.81

$23.41

+$25.01

114.69%

MPC Container Ships

0.21%

$29.84

$2.296

+$3.00

11.18%

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

Sold

Allocation

Total Net Worth

$13,902.27

Performance

Portfolio Performance

We are calculating your portfolio performance.

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