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sql
@sql

Passive investor, I would like to forget about my portfolio.
Time-frame: 20 years
90% world ETFs
10% Crypto


Positions4
Dividend received$0.52
Investing since10.2024

Positions

Title
Weight
Position
P/L
87.98% 
$225,893.27
$193.49
+$47,974.16
26.96%
8.05% 
$20,661.48
$83,735.83
+$447.26
2.21%
3.29% 
$8,445.95
$108.72
-$1,947.60
18.74%
0.69% 
$1,763.20
$12.42
-$636.35
26.52%

Sold

Allocation

Total Net Worth

$256,763.90

Performance

Portfolio Performance

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