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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$430.13
Investing since06.2023

Positions

Title
Weight
Position
P/L
Vanguard FTSE All-World ETF logo
Vanguard FTSE All-World ETF
VWRLx53.16
45.58% 
$8,293.51
$156.00
+$1,446.68
21.13%
Procter Gamble logo
Procter Gamble
PGx13.16
11.35% 
$2,065.96
$156.94
-$7.51
0.36%
Oracle logo
Oracle
ORCLx8.848
11.02% 
$2,005.66
$226.68
+$910.65
83.16%
Realty Income logo
Realty Income
Ox33.56
10.83% 
$1,970.86
$58.73
+$187.00
10.48%
Johnson&Johnson logo
Johnson&Johnson
JNJx10.52
10.27% 
$1,868.71
$177.62
+$278.61
17.52%
Coca-Cola logo
Coca-Cola
KOx12.71
4.83% 
$878.93
$69.13
+$112.72
14.71%
Iberdrola logo
Iberdrola
IBEx36.89
3.82% 
$695.19
$18.85
+$125.26
21.98%
DBS Group Holdings logo
DBS Group Holdings
D05x9.408
2.03% 
$370.14
$39.34
+$1.36
0.37%
Xtrackers MSCI Europe Small Cap ETF logo
Xtrackers MSCI Europe Small Cap ETF
XXSCx0.609
0.26% 
$46.72
$76.71
+$0.22
0.48%
Real-time data from LSX · Fundamentals & EOD data from FactSet

Sold

Allocation

Total Net Worth$18,195.68

Performance

Portfolio Performance

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