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Buddy
🇩🇪 Germany · @Dampfhammer

Investiert bei Scalable Capital seit 01.01.2023

Alter: 29 Jahre.
Anlagedauer: 31 Jahre

Strategie: Core Satellite mit Blick auf Dividenden

Core:
~50 % Vanguard FTSE All World UCITS ETF

Satellite:
~ 30 % Value-Aktien, ~ 20 % Growth-Aktien

Road to 100K:
🟢⚪️⚪️⚪️⚪️⚪️⚪️⚪️⚪️⚪️

Positions9
Dividend received$673.73
Investing since06.2023

Positions

Title
Weight
Position
P/L
Vanguard FTSE All-World ETF logo
Vanguard FTSE All-World ETF
VWRLx58.54
44.42% 
$9,525.18
$162.72
+$1,803.75
23.36%
Procter Gamble logo
Procter Gamble
PGx20.16
13.62% 
$2,919.95
$144.81
-$232.31
7.37%
Johnson&Johnson logo
Johnson&Johnson
JNJx10.52
11.67% 
$2,501.67
$237.78
+$911.56
57.33%
Realty Income logo
Realty Income
Ox35.15
10.27% 
$2,202.72
$62.67
+$325.58
17.34%
Oracle logo
Oracle
ORCLx9.592
6.97% 
$1,495.07
$155.86
+$236.76
18.82%
Coca-Cola logo
Coca-Cola
KOx13.74
4.85% 
$1,040.11
$75.71
+$203.97
24.39%
Iberdrola logo
Iberdrola
IBEx44.55
4.73% 
$1,013.94
$22.76
+$292.42
40.53%
DBS Group Holdings logo
DBS Group Holdings
D05x13.64
2.86% 
$612.26
$44.89
+$68.56
12.61%
Xtrackers MSCI Europe Small Cap ETF logo
Xtrackers MSCI Europe Small Cap ETF
XXSCx1.74
0.62% 
$133.67
$76.81
-$0.29
0.21%
Real-time data from LSX · Fundamentals & EOD data from FactSet

Sold

Allocation

Total Net Worth

$21,444.56

Performance

Portfolio Performance

We are calculating your portfolio performance.
Real-time data from LSX · Fundamentals & EOD data from FactSet