Investor portfolio on getquin

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Philip Buß

🇩🇪 Germany · @GoldenShield

Positions16

Dividend received$4,242.20

Investing since01.2023

Positions

Title

Weight

Position

P/L

iShares Core MSCI World ETF

IWDAx286.42

30.73%

$37,619.19

$131.34

+$11,800.31

45.70%

VanEck Developed Markets Div Lead ETF

TDIVx322.32

14.86%

$18,186.00

$56.42

+$2,482.95

15.81%

Vanguard FTSE All-Wld Hgh Div Yld ETF D

VHYLx215

14.35%

$17,570.85

$81.73

+$3,533.81

25.17%

Alphabet

GOOGLx52.55

13.51%

$16,533.63

$314.64

+$7,724.94

87.70%

Mercedes Benz Group

MBGx80.05

4.57%

$5,592.14

$69.86

-$579.84

9.39%

Hitachi

6501x121.72

3.18%

$3,896.80

$32.01

+$533.16

15.85%

SBM Offshore

SBMOx128.12

3.03%

$3,708.27

$28.94

+$1,204.95

48.13%

CVS Health

CVSx44.6

2.84%

$3,479.47

$78.02

+$603.02

20.96%

Mutares

MUXx94.98

2.71%

$3,313.57

$34.89

-$182.17

5.21%

Merck & Co

MRKx29.82

2.55%

$3,127.17

$104.86

-$136.19

4.17%

BlackRock Funding Inc

BLKx2.731

0.00%

$2,959.39

$1,083.58

+$0.00

0.00%

Coca-Cola

KOx38.18

2.18%

$2,669.49

$69.91

+$140.43

5.55%

Shell

SHELx70.16

2.09%

$2,564.27

$36.55

+$133.42

5.49%

Cash Balance

1.70%

$2,079.35

Energiekontor

EKTx27.14

0.89%

$1,084.58

$39.97

-$1,100.04

50.35%

Wuestenrot & Wrt

WUWx58.82

0.81%

$995.18

$16.92

-$90.85

8.37%

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

Sold

Allocation

Total Net Worth

$125,379.37

Performance

Portfolio Performance

We are calculating your portfolio performance.

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