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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$497.72
Investing since06.2023

Positions

Title
Weight
Position
P/L
Vanguard FTSE All-World ETF logo
Vanguard FTSE All-World ETF
VWRLx55.38
43.92% 
$9,127.74
$164.82
+$1,929.19
26.80%
Procter Gamble logo
Procter Gamble
PGx20.16
14.55% 
$3,024.35
$149.99
-$127.91
4.06%
Oracle logo
Oracle
ORCLx9.036
11.37% 
$2,362.38
$261.44
+$1,220.47
106.88%
Realty Income logo
Realty Income
Ox34.34
9.61% 
$1,997.55
$58.17
+$166.79
9.11%
Johnson&Johnson logo
Johnson&Johnson
JNJx10.52
9.52% 
$1,979.31
$188.13
+$389.20
24.48%
Coca-Cola logo
Coca-Cola
KOx13.4
4.43% 
$920.16
$68.64
+$107.05
13.17%
Iberdrola logo
Iberdrola
IBEx40.61
3.99% 
$828.82
$20.41
+$188.77
29.49%
DBS Group Holdings logo
DBS Group Holdings
D05x11.18
2.21% 
$458.22
$40.98
+$19.10
4.35%
Xtrackers MSCI Europe Small Cap ETF logo
Xtrackers MSCI Europe Small Cap ETF
XXSCx1.066
0.39% 
$81.83
$76.77
+$0.17
0.21%
Real-time data from LSX · Fundamentals & EOD data from FactSet

Sold

Allocation

Total Net Worth

$20,780.35

Performance

Portfolio Performance

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