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- Finance-background (studies + profession)
- Best investment: 2 kids ;-)
- Active on capital markets since Q1 2020


Positions64
Dividend received$8,240.33
Investing since03.2020

Positions

Title
Weight
Position
P/L
Cash Balance logo
Cash Balance
14.60% 
$34,186.78
-
5.35% 
$12,520.77
$32.79
+$1,051.61
9.17%
5.12% 
$11,981.79
$80.64
+$2,039.63
20.51%
4.37% 
$10,238.64
$35.40
+$3,743.71
57.64%
2.94% 
$6,881.14
$35.06
+$886.26
14.78%
2.92% 
$6,833.79
$170.84
+$3,070.57
81.59%
2.72% 
$6,373.47
$39.70
+$1,537.92
31.80%
2.58% 
$6,041.70
$36.25
+$132.12
2.24%
2.52% 
$5,901.37
$54.73
-$1,079.11
15.46%
2.45% 
$5,726.51
$50.29
+$1,309.24
29.64%
2.37% 
$5,546.38
$55.30
+$834.17
17.70%
2.29% 
$5,351.66
$5.133
+$42.25
0.80%
2.25% 
$5,267.09
$3.225
+$1,994.31
60.94%
2.21% 
$5,170.19
$5.17
+$60.35
1.18%
2.20% 
$5,146.13
$5.146
+$41.48
0.81%
2.20% 
$5,141.81
$5.055
-$63.80
1.23%
2.07% 
$4,840.41
$756.88
-$647.67
11.80%
1.89% 
$4,435.23
$47.49
+$11.21
0.25%
1.86% 
$4,349.57
$51.17
+$738.93
20.47%
1.86% 
$4,344.41
$30.79
-$159.15
3.53%
1.84% 
$4,312.11
$43.21
-$1,302.78
23.20%
1.83% 
$4,285.35
$9.318
-$1,032.79
19.42%
1.60% 
$3,752.76
$20.85
+$88.27
2.41%
1.59% 
$3,724.73
$3.461
-$329.59
8.13%
1.40% 
$3,287.97
$21.44
-$906.47
21.61%
1.31% 
$3,060.25
$145.03
+$1,072.05
53.92%
1.21% 
$2,831.74
$28.32
+$874.47
44.68%
1.15% 
$2,682.18
$24.01
+$189.41
7.60%
1.06% 
$2,479.82
$247.98
+$1,558.82
169.25%
1.05% 
$2,451.84
$5.58
+$18.74
0.77%
1.05% 
$2,448.29
$94.28
-$475.00
16.25%
1.03% 
$2,404.20
$6.651
-$313.11
11.52%
1.01% 
$2,357.22
$19.75
-$512.78
17.87%
0.98% 
$2,300.73
$22.95
-$690.11
23.07%
0.96% 
$2,238.38
$113.19
+$134.59
6.40%
0.94% 
$2,197.69
$21.98
+$51.89
2.42%
0.93% 
$2,171.23
$32.77
+$298.27
15.92%
0.85% 
$1,993.70
$56.96
-$948.78
32.24%
0.76% 
$1,774.62
$3.227
-$381.38
17.69%
0.76% 
$1,771.71
$5.417
+$124.43
7.55%
0.68% 
$1,603.75
$7.955
+$86.73
5.72%
0.67% 
$1,570.52
$34.94
+$146.87
10.32%
0.63% 
$1,473.86
$58.34
-$15.66
1.05%
0.63% 
$1,472.27
$19.90
+$237.17
19.20%
0.60% 
$1,415.32
$1,415.32
+$56.22
4.14%
0.58% 
$1,369.13
$87.77
-$277.43
16.85%
0.58% 
$1,360.28
$4.364
+$42.15
3.20%
0.58% 
$1,355.72
$5.672
+$34.63
2.62%
0.51% 
$1,201.64
$102.63
+$145.91
13.82%
0.46% 
$1,082.60
$108.26
+$7.83
0.73%
0.46% 
$1,071.91
$110.04
+$7.82
0.73%
0.46% 
$1,070.35
$26.76
+$25.53
2.44%
0.43% 
$999.69
$99.97
+$174.61
21.16%
0.41% 
$968.96
$211.94
-$114.63
10.58%
0.41% 
$948.79
$67.84
+$27.25
2.96%
0.36% 
$833.22
$83.32
-$33.07
3.82%
0.34% 
$796.37
$47.27
+$6.17
0.78%
0.32% 
$754.13
$21.52
+$136.56
22.11%
0.22% 
$524.73
$104.95
-$92.13
14.94%
0.22% 
$514.23
$10.28
-$62.61
10.85%
0.17% 
$398.13
$9.953
-$173.67
30.37%
0.15% 
$353.61
$35.36
-$121.98
25.65%
0.10% 
$230.52
$5.763
-$371.00
61.68%
0.01% 
$13.33
$8.887
-$2.19
14.10%

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Allocation

Total Net Worth$234,188.43

Performance

Portfolio Performance

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LSX Data · Fundamentals & EOD data from FactSet