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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$690.03

Investing since09.2022

Positions

Title

Weight

Position

P/L

Xtrackers MSCI World ETF

28.58%

$4,317.07

$128.84

+$465.18

12.08%

iShares MSCI EM UCITS ETF USD (Acc)

12.12%

$1,831.32

$64.25

+$756.32

70.36%

British American Tobacco

10.12%

$1,529.13

$66.48

+$724.50

90.04%

9.95%

$1,503.30

$115.64

+$1,150.19

325.73%

9.04%

$1,366.21

$80.37

+$288.25

26.74%

iShares STOXX Europe 50 ETF

8.12%

$1,226.96

$61.83

+$274.83

28.87%

Realty Income Corporation

7.76%

$1,172.43

$61.71

+$107.36

10.08%

Deutsche Telekom

3.25%

$490.64

$32.71

+$171.07

53.53%

2.95%

$445.55

$24.75

+$115.92

35.17%

iShares MSCI India ETF

2.57%

$388.75

$8.563

+$7.26

1.90%

Cash Balance

2.30%

$347.10

-

Porsche Automobil Holding

1.51%

$228.33

$38.05

-$129.26

36.15%

1.20%

$181.49

$90.75

+$11.98

7.07%

0.30%

$45.89

$22.94

+$24.08

110.45%

MPC Container Ships

0.22%

$33.48

$2.575

+$6.64

24.73%

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

Sold

Allocation

Total Net Worth

$15,107.65

Performance

Portfolio Performance

We are calculating your portfolio performance.

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