Investor portfolio on getquin

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Bin 25

Investiert seit 01/22
Aktien:
10K 02/24
15K 07/24
20K 06/25
25K 01/26

Gesamtes Portfolio:
20K 03/24
25K 09/24
30K 02/25
35K 11/25
40K 01/26

Ziele:

Mit 28 - 50K

Mit 30 - 65K

Mit 35 - 100K

Mit 42 - 250K

Mit 50 - 500K

Mit 60 - 1.Mio

In der Rente von Dividenden leben können.

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Positions47

Dividend received$1,617.28

Investing since12.2023

Positions

Title

Weight

Position

P/L

iShares MSCI World ETF

7.97%

$2,564.51

$101.31

+$805.86

45.82%

6.39%

$2,054.68

$205.47

+$1,918.35

1,407.15%

Vanguard FTSE All-Wld Hgh Div Yld ETF D

5.40%

$1,736.35

$89.72

+$451.83

35.17%

4.78%

$1,536.25

$100.70

+$454.57

42.02%

iShares Core MSCI Europe ETF

4.05%

$1,303.39

$44.81

+$269.33

26.05%

3.92%

$1,259.56

$62.98

+$150.95

13.62%

UnitedHealth Group Incorporated

3.72%

$1,197.14

$411.95

+$114.53

10.58%

iShares MSCI Global Semiconductors ETF A

3.69%

$1,186.47

$20.66

+$746.14

169.45%

3.69%

$1,186.38

$593.19

+$687.05

137.60%

Realty Income Corporation

3.41%

$1,098.33

$61.02

+$91.54

9.09%

3.23%

$1,037.72

$147.51

-$16.16

1.53%

iShares Dow Jones AsPac Sel Div 50 ETF

3.19%

$1,024.85

$35.58

+$272.39

36.20%

SPDR MSCI Emerging Markets ETF

2.90%

$932.94

$102.66

+$356.25

61.77%

2.55%

$819.54

$41.25

+$47.30

6.12%

2.48%

$798.78

$97.89

+$113.23

16.52%

2.36%

$760.17

$44.72

-$750.10

49.67%

2.28%

$732.48

$244.16

+$405.84

124.25%

iShares Dvlp Mrkts Prop Yld ETF

2.07%

$665.18

$25.73

+$70.78

11.91%

1.87%

$602.57

$41.56

-$651.65

51.96%

1.78%

$571.34

$41.96

+$162.52

39.75%

1.77%

$569.86

$569.86

-$48.46

7.84%

Omega Healthcare

1.68%

$540.41

$45.03

+$198.60

58.10%

1.62%

$520.06

$437.39

+$261.16

100.87%

Main Street Capital

1.59%

$510.81

$51.22

+$40.44

8.60%

1.55%

$499.80

$42.68

+$148.96

42.46%

Global X NASDAQ 100 Covered Call ETF

1.53%

$491.41

$16.72

-$17.26

3.39%

1.53%

$491.25

$22.64

+$86.34

21.32%

1.49%

$479.31

$7.122

+$73.48

18.11%

Johnson&Johnson

1.46%

$469.47

$234.74

+$144.99

44.68%

Waste Management

1.38%

$444.00

$219.48

+$71.57

19.22%

1.37%

$439.73

$80.85

+$89.00

25.37%

1.32%

$426.18

$21.31

-$212.27

33.25%

1.26%

$406.09

$406.09

+$145.51

55.84%

1.25%

$401.94

$57.42

-$93.12

18.81%

Alphabet Inc. Class A

1.13%

$363.05

$363.05

+$256.05

239.32%

1.12%

$360.25

$60.04

+$97.15

36.93%

0.92%

$297.03

$282.34

+$1.84

0.62%

0.91%

$293.18

$293.18

+$139.05

90.22%

0.87%

$280.38

$56.08

+$17.28

6.57%

Mercedes Benz Group

0.70%

$226.53

$55.51

-$58.74

20.59%

0.52%

$166.72

$41.68

-$72.26

30.24%

Norwegian Air Shuttle

0.51%

$163.21

$1.484

+$54.66

50.35%

0.35%

$111.08

$1.481

+$2.55

2.35%

0.31%

$99.33

$99.33

-$7.21

6.77%

Adamant Holding

0.12%

$37.27

$0.0373

+$0.00

0.00%

Magnum Ice Cream Co. N.V.

0.00%

$17.38

$17.38

+$0.00

10.71%

0.04%

$12.90

$0.043

-$29.69

69.70%

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

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Allocation

Total Net Worth

$32,187.27

Performance

Portfolio Performance

We are calculating your portfolio performance.

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