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$1,689.04

Investing since12.2023

Positions

Title

Weight

Position

P/L

iShares MSCI World ETF

8.03%

$2,601.29

$102.76

+$842.64

47.91%

6.15%

$1,994.54

$199.45

+$1,858.21

1,363.03%

Vanguard FTSE All-Wld Hgh Div Yld ETF D

5.38%

$1,743.04

$90.06

+$458.52

35.70%

4.46%

$1,445.86

$94.78

+$364.19

33.67%

iShares MSCI Global Semiconductors ETF A

4.24%

$1,373.39

$23.92

+$933.06

211.90%

iShares Core MSCI Europe ETF

4.13%

$1,339.27

$46.04

+$305.21

29.52%

UnitedHealth Group Incorporated

3.72%

$1,206.90

$415.31

+$124.29

11.48%

3.58%

$1,158.77

$57.94

+$50.16

4.52%

3.47%

$1,125.41

$562.70

+$626.08

125.39%

Realty Income Corporation

3.46%

$1,120.84

$62.27

+$114.04

11.33%

3.38%

$1,095.11

$55.12

+$322.86

41.81%

3.18%

$1,031.25

$146.59

-$22.62

2.15%

iShares Dow Jones AsPac Sel Div 50 ETF

3.08%

$997.36

$34.63

+$244.90

32.55%

SPDR MSCI Emerging Markets ETF

3.01%

$974.70

$107.25

+$398.01

69.02%

2.58%

$836.99

$102.57

+$151.44

22.09%

2.21%

$715.95

$238.65

+$389.31

119.19%

Novo Nordisk A/S Class B

2.14%

$693.81

$47.86

-$560.42

44.68%

2.08%

$673.16

$39.60

-$837.11

55.43%

iShares Dvlp Mrkts Prop Yld ETF

2.06%

$668.40

$25.86

+$74.00

12.45%

Omega Healthcare

1.76%

$572.07

$47.67

+$230.26

67.37%

1.75%

$566.46

$41.61

+$157.64

38.56%

1.73%

$560.78

$471.64

+$301.88

116.60%

1.70%

$551.11

$551.11

-$67.22

10.87%

Main Street Capital

1.60%

$518.03

$51.94

+$47.65

10.13%

Johnson&Johnson

1.57%

$510.20

$255.10

+$185.71

57.23%

Global X NASDAQ 100 Covered Call ETF

1.56%

$504.52

$17.16

-$4.15

0.82%

1.48%

$481.01

$24.05

-$157.43

24.66%

1.40%

$454.86

$38.84

+$104.03

29.65%

1.39%

$449.67

$20.72

+$44.76

11.06%

Waste Management

1.39%

$449.39

$222.14

+$76.96

20.66%

1.36%

$442.08

$81.28

+$91.35

26.05%

1.29%

$419.52

$59.93

-$75.54

15.26%

1.29%

$416.67

$6.191

+$10.84

2.67%

1.15%

$373.15

$373.15

+$112.58

43.20%

1.12%

$363.74

$60.62

+$100.64

38.25%

Alphabet Inc. Class A

1.10%

$356.50

$356.50

+$249.51

233.20%

0.89%

$288.86

$288.86

+$134.73

87.41%

0.88%

$283.78

$269.75

-$11.40

3.86%

0.82%

$267.01

$53.40

+$3.91

1.49%

Mercedes Benz Group

0.63%

$204.67

$50.15

-$80.61

28.26%

0.53%

$172.14

$43.03

-$66.85

27.97%

Norwegian Air Shuttle

0.51%

$164.70

$1.497

+$56.15

51.73%

0.31%

$99.19

$1.322

-$9.34

8.61%

0.30%

$96.25

$96.25

-$10.30

9.66%

Adamant Holding

0.11%

$37.27

$0.0373

+$0.00

0.00%

Magnum Ice Cream Co. N.V.

0.00%

$17.40

$17.40

+$0.00

10.86%

0.04%

$13.26

$0.0442

-$29.32

68.85%

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

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Allocation

Total Net Worth

$32,430.34

Performance

Portfolio Performance

We are calculating your portfolio performance.

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