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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$530.49
Investing since06.2023

Positions

Title
Weight
Position
P/L
Vanguard FTSE All-World ETF logo
Vanguard FTSE All-World ETF
VWRLx55.38
44.44% 
$9,070.28
$163.78
+$1,871.74
26.00%
Procter Gamble logo
Procter Gamble
PGx20.16
14.67% 
$2,994.66
$148.52
-$157.60
5.00%
Johnson&Johnson logo
Johnson&Johnson
JNJx10.52
10.66% 
$2,176.14
$206.84
+$586.03
36.85%
Realty Income logo
Realty Income
Ox34.34
9.63% 
$1,965.74
$57.24
+$134.98
7.37%
Oracle logo
Oracle
ORCLx9.036
8.96% 
$1,828.59
$202.37
+$686.68
60.13%
Coca-Cola logo
Coca-Cola
KOx13.4
4.78% 
$975.55
$72.78
+$162.45
19.98%
Iberdrola logo
Iberdrola
IBEx40.61
4.19% 
$854.34
$21.04
+$214.29
33.48%
DBS Group Holdings logo
DBS Group Holdings
D05x11.18
2.28% 
$465.42
$41.63
+$26.30
5.99%
Xtrackers MSCI Europe Small Cap ETF logo
Xtrackers MSCI Europe Small Cap ETF
XXSCx1.066
0.40% 
$81.17
$76.15
-$0.50
0.61%
Real-time data from LSX · Fundamentals & EOD data from FactSet

Sold

Allocation

Total Net Worth

$20,411.89

Performance

Portfolio Performance

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