Investor portfolio on getquin

Carles

Just using Getquin to control my portfolio, plan and compare myself with others.

My objective is getting a 10% to 15% return yearly, trying to have balanced positions in interesting stocks of different categories (dividend, growth...).

No crypto

[...]

Positions48

Investing since02.2023

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You can track over 800K instruments and 15 different asset classes

Positions

Title

Weight

Position

P/L

Alphabet

GOOGLx1

6.54%

$8.71

+$3.66

72.48%

Microsoft

MSFTx1

6.42%

$8.559

+$3.532

70.26%

IAG

IAGx1

5.65%

$7.53

+$2.101

38.71%

Intesa Sanpaolo

ISPx1

4.90%

$6.528

+$2.594

65.93%

OBD

Blue Owl Capital

OBDCx1

4.69%

$6.25

+$0.654

11.68%

Realty Income

Ox1

4.28%

$5.702

+$0.536

10.37%

United Airlines

UALx1

3.76%

$5.005

+$1.087

27.75%

CLS

Celestica

CLSx1

3.16%

$4.208

+$1.596

61.10%

APP

Applovin

APPx1

3.13%

$4.169

+$2.843

214.30%

Meta Platforms

METAx1

3.07%

$4.089

+$2.57

169.17%

Ares Capital

ARCCx1

2.81%

$3.746

+$0.231

6.58%

Caixabank

CABKx1

2.52%

$3.355

+$0.756

29.07%

STR

Sterling Infra

STRLx1

2.27%

$3.028

+$1.70

127.98%

Siemens

SIEx1

2.25%

$2.996

+$0.346

13.06%

Amundi S&P 500 ETF-

500x1

2.23%

$2.965

+$0.175

6.26%

Veolia Environment

VIEx1

2.22%

$2.954

+$0.317

12.02%

Procter Gamble

PGx1

2.20%

$2.93

+$0.545

22.87%

Emerson Electric

EMRx1

2.13%

$2.839

+$0.168

6.29%

Pfizer

PFEx1

1.98%

$2.638

+$0.163

6.58%

Super Micro Computer

SMCIx1

1.60%

$2.134

+$0.304

16.63%

BBVA

BBVAx1

1.48%

$1.969

+$0.607

44.53%

Berkshire Hathaway (B)

BRK.Bx1

1.42%

$1.898

+$0.609

47.28%

Amazon

AMZNx1

1.41%

$1.88

+$0.77

69.33%

Broadcom

AVGOx1

1.38%

$1.836

+$0.511

38.54%

Aena SME

AENAx1

1.36%

$1.814

+$0.508

38.84%

Allianz

ALVx1

1.36%

$1.809

+$0.508

39.05%

T-Mobile US

TMUSx1

1.35%

$1.801

+$0.499

38.29%

Salesforce

CRMx1

1.35%

$1.80

+$0.463

34.60%

Amundi Nasdaq-100 II ETF

USTx1

1.33%

$1.771

+$0.038

2.19%

Coca-Cola

KOx1

1.31%

$1.752

+$0.459

35.49%

Dell Tech

DELLx1

1.29%

$1.717

+$0.385

28.93%

Iberdrola

IBEx1

1.26%

$1.678

+$0.348

26.17%

Hercules Capital

HTGCx1

1.25%

$1.671

+$0.374

28.86%

Perf Food Group

PFGCx1

1.25%

$1.66

+$0.312

23.17%

Axa

CSx1

1.23%

$1.634

+$0.342

26.51%

RGA

RGAx1

1.20%

$1.602

-$0.057

3.43%

Lennar

LENx1

1.18%

$1.567

+$0.258

19.74%

Booking Holding

BKNGx1

1.14%

$1.521

+$0.193

14.56%

Rolls-Royce

RR.x1

1.11%

$1.481

+$0.174

13.28%

OSI Systems

OSISx1

1.08%

$1.438

+$0.145

11.23%

NNN REIT

NNNx1

1.08%

$1.437

+$0.10

7.48%

Comcast

CMCSAx1

1.04%

$1.389

+$0.083

6.38%

Cardinal Health

CAHx1

0.96%

$1.277

-$0.045

3.39%

PepsiCo

PEPx1

0.92%

$1.232

-$0.073

5.61%

AstraZeneca

AZNx1

0.87%

$1.157

+$0.208

21.92%

Infineon Technologies

IFXx1

0.81%

$1.086

-$0.113

9.41%

Okta

OKTAx1

0.68%

$0.911

-$0.403

30.68%

ADC

Agree Realty

ADCx1

0.10%

$0.131

-$0.005

3.69%

Real-time data powered by L&S

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Total Net Worth$10,258.47

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