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$1,843.44

Investing since12.2023

Positions

Title

Weight

Position

P/L

iShares MSCI World ETF

7.93%

$2,684.45

$106.05

+$925.80

52.64%

6.43%

$2,177.68

$217.77

+$2,041.35

1,497.37%

Vanguard FTSE All-Wld Hgh Div Yld ETF D

5.41%

$1,829.33

$94.52

+$544.81

42.41%

4.66%

$1,577.88

$103.43

+$496.20

45.87%

iShares Core MSCI Europe ETF

4.05%

$1,369.14

$47.07

+$335.08

32.40%

3.69%

$1,247.30

$62.37

+$138.69

12.51%

iShares MSCI Global Semiconductors ETF A

3.47%

$1,173.63

$19.32

+$709.30

152.76%

3.42%

$1,156.02

$578.01

+$656.70

131.52%

iShares Dow Jones AsPac Sel Div 50 ETF

3.41%

$1,153.40

$37.97

+$364.11

46.13%

UnitedHealth Group Incorporated

3.38%

$1,143.14

$393.37

+$60.53

5.59%

3.31%

$1,121.58

$56.45

+$349.34

45.24%

Realty Income Corporation

3.30%

$1,116.24

$62.01

+$109.45

10.87%

2.99%

$1,010.55

$143.65

-$43.32

4.11%

SPDR MSCI Emerging Markets ETF

2.82%

$955.73

$105.16

+$379.04

65.73%

2.60%

$881.07

$107.97

+$195.52

28.52%

2.36%

$798.99

$266.33

+$472.36

144.61%

1.99%

$672.12

$39.54

-$838.16

55.50%

iShares Dvlp Mrkts Prop Yld ETF

1.95%

$661.58

$25.59

+$67.18

11.30%

Novo Nordisk A/S Class B

1.95%

$661.07

$45.60

-$593.15

47.29%

Global X NASDAQ 100 Covered Call ETF

1.92%

$649.24

$16.80

-$24.52

3.64%

1.92%

$649.12

$47.68

+$240.30

58.78%

1.84%

$622.76

$523.77

+$363.86

140.54%

Main Street Capital

1.72%

$583.50

$58.51

+$113.12

24.05%

1.67%

$563.80

$25.98

+$158.89

39.24%

Omega Healthcare

1.63%

$552.28

$46.02

+$210.47

61.58%

Johnson&Johnson

1.59%

$536.89

$268.45

+$212.40

65.46%

1.57%

$532.08

$532.08

-$86.24

13.95%

1.57%

$531.48

$45.39

+$180.65

51.49%

1.52%

$513.26

$513.26

+$252.68

96.97%

1.44%

$487.95

$89.71

+$137.22

39.12%

1.39%

$471.33

$7.004

+$65.50

16.14%

1.34%

$454.30

$64.90

-$40.77

8.23%

Waste Management

1.31%

$443.42

$219.19

+$70.98

19.06%

1.16%

$392.40

$65.40

+$129.30

49.15%

1.04%

$351.89

$17.59

-$286.55

44.88%

Alphabet Inc. Class A

1.02%

$346.48

$346.48

+$239.48

223.83%

0.95%

$320.08

$320.08

+$165.95

107.66%

0.90%

$304.12

$60.82

+$41.02

15.59%

0.82%

$278.81

$265.03

-$16.38

5.55%

Mercedes Benz Group

0.65%

$221.37

$54.25

-$63.90

22.40%

0.63%

$214.86

$53.71

-$24.12

10.09%

Norwegian Air Shuttle

0.46%

$154.88

$1.408

+$46.33

42.68%

0.35%

$119.98

$1.60

+$11.45

10.55%

0.32%

$108.11

$108.11

+$1.56

1.47%

Adamant Holding

0.11%

$37.27

$0.0373

+$0.00

0.00%

Magnum Ice Cream Co. N.V.

0.00%

$20.18

$20.18

+$0.00

28.56%

0.04%

$12.34

$0.0411

-$30.25

71.03%

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

Sold

Allocation

Total Net Worth

$33,865.09

Performance

Portfolio Performance

We are calculating your portfolio performance.

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