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.

Show more

Positions47

Dividend received$1,617.28

Investing since12.2023

Positions

Title

Weight

Position

P/L

iShares MSCI World ETF

7.94%

$2,534.60

$100.13

+$775.95

44.12%

6.30%

$2,011.73

$201.17

+$1,875.40

1,375.64%

Vanguard FTSE All-Wld Hgh Div Yld ETF D

5.39%

$1,721.38

$88.94

+$436.86

34.01%

4.72%

$1,505.48

$98.69

+$423.80

39.18%

iShares Core MSCI Europe ETF

4.05%

$1,293.15

$44.45

+$259.09

25.06%

3.96%

$1,264.57

$63.23

+$155.96

14.07%

UnitedHealth Group Incorporated

3.73%

$1,192.27

$410.28

+$109.66

10.13%

3.67%

$1,172.72

$586.36

+$673.40

134.86%

iShares MSCI Global Semiconductors ETF A

3.52%

$1,124.73

$19.59

+$684.40

155.43%

Realty Income Corporation

3.46%

$1,103.80

$61.32

+$97.01

9.64%

3.29%

$1,049.51

$149.18

-$4.37

0.41%

iShares Dow Jones AsPac Sel Div 50 ETF

3.20%

$1,021.05

$35.45

+$268.59

35.69%

SPDR MSCI Emerging Markets ETF

2.85%

$911.02

$100.24

+$334.32

57.97%

2.54%

$812.31

$40.88

+$40.07

5.19%

2.50%

$798.60

$97.87

+$113.05

16.49%

2.37%

$757.97

$44.59

-$752.31

49.81%

2.29%

$729.89

$243.30

+$403.25

123.45%

iShares Dvlp Mrkts Prop Yld ETF

2.09%

$665.83

$25.76

+$71.43

12.02%

1.88%

$599.55

$41.35

-$654.67

52.20%

1.78%

$567.17

$41.66

+$158.35

38.73%

1.77%

$564.46

$564.46

-$53.86

8.71%

Omega Healthcare

1.70%

$543.36

$45.28

+$201.55

58.96%

1.63%

$518.87

$436.39

+$259.97

100.41%

Main Street Capital

1.60%

$510.46

$51.18

+$40.08

8.52%

1.56%

$497.48

$42.48

+$146.65

41.80%

1.56%

$497.05

$22.91

+$92.14

22.76%

Global X NASDAQ 100 Covered Call ETF

1.52%

$485.97

$16.53

-$22.70

4.46%

Johnson&Johnson

1.49%

$474.17

$237.09

+$149.68

46.13%

1.48%

$472.83

$7.026

+$67.00

16.51%

Waste Management

1.40%

$448.13

$221.52

+$75.70

20.33%

1.39%

$444.32

$81.69

+$93.59

26.68%

1.33%

$425.88

$21.29

-$212.57

33.29%

1.26%

$403.27

$57.61

-$91.79

18.54%

1.26%

$401.24

$401.24

+$140.66

53.98%

Alphabet Inc. Class A

1.13%

$360.48

$360.48

+$253.49

236.92%

1.12%

$357.92

$59.65

+$94.82

36.04%

0.94%

$299.67

$284.86

+$4.49

1.52%

0.91%

$289.40

$289.40

+$135.26

87.76%

0.88%

$280.22

$56.04

+$17.13

6.51%

Mercedes Benz Group

0.71%

$225.27

$55.20

-$60.01

21.04%

0.52%

$165.20

$41.30

-$73.78

30.87%

Norwegian Air Shuttle

0.51%

$161.81

$1.471

+$53.26

49.07%

0.35%

$110.74

$1.477

+$2.22

2.04%

0.31%

$99.67

$99.67

-$6.87

6.45%

Adamant Holding

0.12%

$37.27

$0.0373

+$0.00

0.00%

Magnum Ice Cream Co. N.V.

0.00%

$17.41

$17.41

+$0.00

10.89%

0.04%

$12.82

$0.0427

-$29.76

69.89%

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

Sold

Allocation

Total Net Worth

$31,942.70

Performance

Portfolio Performance

We are calculating your portfolio performance.

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