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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

29.86%

$4,140.85

$123.58

+$288.96

7.50%

iShares MSCI EM UCITS ETF USD (Acc)

12.40%

$1,719.82

$60.34

+$644.82

59.98%

British American Tobacco

9.28%

$1,287.65

$55.98

+$483.01

60.03%

9.15%

$1,269.68

$74.69

+$191.73

17.79%

Realty Income Corporation

8.68%

$1,203.20

$63.33

+$138.13

12.97%

iShares STOXX Europe 50 ETF

8.62%

$1,195.25

$60.23

+$243.13

25.53%

6.21%

$861.19

$66.25

+$508.08

143.88%

Deutsche Telekom

3.48%

$482.89

$32.19

+$163.32

51.10%

3.36%

$466.69

$25.93

+$137.06

41.58%

iShares MSCI India ETF

2.90%

$402.29

$8.861

+$20.79

5.45%

Cash Balance

2.50%

$347.10

-

Porsche Automobil Holding

1.63%

$226.50

$37.75

-$131.08

36.66%

1.37%

$189.72

$94.86

+$20.21

11.92%

0.34%

$46.53

$23.27

+$24.73

113.40%

MPC Container Ships

0.21%

$29.68

$2.283

+$2.84

10.56%

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

Sold

Allocation

Total Net Worth

$13,869.04

Performance

Portfolio Performance

We are calculating your portfolio performance.

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