Investor portfolio on getquin

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Daniel Kaufmann

🇩🇪 Germany · @Wollitz

Oldschool, but riding New Ways ;)

Positions21

Dividend received$1,597.11

Investing since08.2024

Positions

Title

Weight

Position

P/L

SPDR MSCI ACWI IMI ETF

SPYIx117.07

28.09%

$32,000.82

$273.36

+$2,966.32

10.22%

Xtrackers II Overnight Rate Swap ETF C

XEONx60

9.08%

$10,347.77

$172.46

+$1,285.55

14.19%

JPM Global Equity Premium ETF

JEGPx359.6

8.54%

$9,732.06

$27.06

-$34.37

0.35%

Xtrackers AI and Big Data ETF

XAIXx57.04

8.22%

$9,365.27

$164.18

+$1,731.07

22.68%

Petroleo Brasileiro Pref Shares

PETR4x865.02

4.47%

$5,088.53

$5.883

-$579.02

10.22%

Altria Group

MOx72

4.21%

$4,792.84

$66.57

+$959.39

25.03%

McDonald's

MCDx13.84

3.82%

$4,350.69

$314.37

+$393.12

9.93%

Allianz

ALVx10.49

3.80%

$4,333.49

$413.09

+$647.93

17.58%

Siemens Energ

ENRx40

3.61%

$4,107.34

$102.68

-$61.03

1.46%

Munich Re

MUV2x6

3.30%

$3,754.55

$625.76

+$538.33

16.74%

SPDR STOXX Europe 600 SRI ETF

ZPDXx94

3.16%

$3,594.90

$38.24

+$112.31

3.22%

Rio Tinto PLC

RIOx50

2.81%

$3,205.27

$64.11

+$149.17

4.88%

HOT

Hochtief

HOTx12

2.70%

$3,070.31

$255.86

+$1,467.08

91.51%

Uni Credit

UCGx40

2.67%

$3,043.32

$76.08

+$269.51

9.72%

Coca-Cola

KOx42

2.51%

$2,856.10

$68.00

+$227.52

8.66%

IRE

Iris Energy

IRENx100

2.30%

$2,616.02

$26.16

+$931.68

55.31%

Heidelberg Materials

HEIx10

2.05%

$2,332.97

$233.30

+$1,079.67

86.15%

DEF

DeFi Tech

DEFIx740.54

1.32%

$1,505.90

$2.034

-$413.43

21.54%

WisdomTree Live Cattle

CATLx150

1.27%

$1,448.96

$9.66

-$22.15

1.51%

Bitcoin

BTCx0.0114

1.11%

$1,261.37

$110,909.36

+$69.31

5.81%

Cash Balance

0.96%

$1,094.84

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

Sold

Allocation

Total Net Worth$113,903.33

Performance

Portfolio Performance

We are calculating your portfolio performance.

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