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Moritz

🇩🇪 Germany · @MoKi28

Moritz, 30 Jahre alt, Ingenieur aus Ludwigshafen.

Aktuell Wohnhaft in Tennesse, USA.
Ich lege jeden Monat etwa 1200$ auf die Seite, hinzu kommen weitere 1300$ für 401k.

Positions20

Dividend received$18,817.26

Investing since10.2013

Positions

Title

Weight

Position

P/L

BASF

BASx787

31.88%

$44,005.88

$55.92

+$8,635.88

24.42%

iShares Core S&P 500 ETF

IVVx20

10.82%

$14,943.29

$747.16

+$749.10

5.28%

iShares Core MSCI Europe ETF

IEURx200

10.82%

$14,940.00

$74.70

+$117.03

0.79%

WISE US Account

9.15%

$12,626.20

SPA

Government Money Fund

SPAXXx9,666.84

7.00%

$9,666.84

$1.00

+$0.00

0.00%

Xiaomi

1810x3,000

6.58%

$9,090.70

$3.03

-$2,729.30

23.09%

FreeNet

FNTNx215

4.35%

$6,001.76

$27.92

+$930.40

18.35%

British American Tobacco ADR Representing

BTIx100

4.28%

$5,910.84

$59.11

+$346.34

6.22%

Vanguard FTSE All-World ex US Index Fund;ETF

VEUx50

3.08%

$4,256.66

$85.13

+$240.68

5.99%

Physical Gold (1 ounce)

965515x1

3.03%

$4,188.76

+$2,467.23

143.32%

Visa

Vx10

2.37%

$3,267.81

$326.78

+$34.15

1.06%

SS TRGT RET 2060 XI

2.06%

$2,849.90

+$380.20

15.39%

Coca-Cola

KOx14

0.81%

$1,118.63

$79.90

+$53.91

5.06%

Microsoft

MSFTx3

0.80%

$1,109.52

$369.84

-$11.26

1.00%

McDonald's

MCDx4

0.79%

$1,083.94

$270.98

-$162.09

13.01%

VPM

PRIMECAP Fund;Admiral

VPMAXx3.984

0.68%

$944.13

$236.98

+$144.71

18.10%

SS US EXT MARKET X

0.64%

$880.47

+$97.50

12.45%

EARNEST SMID VALUE

0.43%

$593.21

+$63.00

11.88%

VWN

Windsor II Fund;Admiral

VWNAXx6.291

0.40%

$550.71

$87.54

+$12.48

2.32%

Cash Balance EUR

0.02%

$22.94

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

Sold

Allocation

Total Net Worth

$138,052.20

Performance

Portfolio Performance

We are calculating your portfolio performance.

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