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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

31.90%

$44,088.43

$56.02

+$8,718.43

24.65%

iShares Core S&P 500 ETF

IVVx20

10.83%

$14,974.33

$748.72

+$780.14

5.50%

iShares Core MSCI Europe ETF

IEURx200

10.81%

$14,940.00

$74.70

+$117.03

0.79%

WISE US Account

9.14%

$12,626.20

SPA

Government Money Fund

SPAXXx9,666.84

6.99%

$9,666.84

$1.00

+$0.00

0.00%

Xiaomi

1810x3,000

6.58%

$9,097.07

$3.032

-$2,722.93

23.04%

FreeNet

FNTNx215

4.35%

$6,010.88

$27.96

+$939.52

18.53%

British American Tobacco ADR Representing

BTIx100

4.28%

$5,914.98

$59.15

+$350.48

6.30%

Vanguard FTSE All-World ex US Index Fund;ETF

VEUx50

3.08%

$4,262.79

$85.26

+$246.80

6.15%

Physical Gold (1 ounce)

965515x1

3.03%

$4,187.88

+$2,466.35

143.27%

Visa

Vx10

2.38%

$3,290.67

$329.07

+$57.02

1.76%

SS TRGT RET 2060 XI

2.06%

$2,849.90

+$380.20

15.39%

Coca-Cola

KOx14

0.81%

$1,116.93

$79.78

+$52.21

4.90%

Microsoft

MSFTx3

0.80%

$1,111.42

$370.47

-$9.36

0.84%

McDonald's

MCDx4

0.78%

$1,084.24

$271.06

-$161.79

12.98%

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

$138,214.04

Performance

Portfolio Performance

We are calculating your portfolio performance.

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