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🇩🇪 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

Langfristige Investmentziele:

1.Strategie entwickeln ✅️
2.Sparerfreibetrag 1000 € ausschöpfen ❌️
3.Monatliche Dividende von 250 € (3000/Jahr) ❌️

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Positions9

Dividend received$401.82

Investing since06.2023

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

46.21%

$8,207.38

$154.38

+$1,360.55

19.87%

12.46%

$2,213.65

$250.19

+$1,118.63

102.16%

11.37%

$2,018.83

$153.36

-$54.64

2.64%

10.88%

$1,931.98

$57.57

+$148.11

8.30%

Johnson&Johnson

10.28%

$1,825.28

$173.49

+$235.17

14.79%

5.04%

$895.20

$70.41

+$128.99

16.84%

2.96%

$525.37

$18.15

+$101.91

24.07%

DBS Group Holdings

0.54%

$95.15

$39.51

+$7.84

8.98%

Xtrackers MSCI Europe Small Cap ETF

0.26%

$46.80

$76.85

+$0.31

0.66%

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

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Allocation

Total Net Worth$17,759.64

Performance

Portfolio Performance

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