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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$18,860.51

Investing since10.2013

Positions

Title

Weight

Position

P/L

BASF

BASx787

30.19%

$42,366.70

$53.83

+$6,996.70

19.78%

iShares Core S&P 500 ETF

IVVx25

13.51%

$18,960.63

$758.43

+$1,090.51

6.10%

iShares Core MSCI Europe ETF

IEURx200

10.71%

$15,026.00

$75.13

+$203.03

1.37%

WISE US Account

9.00%

$12,626.20

Xiaomi

1810x3,000

7.15%

$10,035.16

$3.345

-$1,784.84

15.10%

SPA

Government Money Fund

SPAXXx7,820.56

5.57%

$7,820.56

$1.00

+$0.00

0.00%

British American Tobacco ADR Representing

BTIx100

4.27%

$5,992.67

$59.93

+$428.17

7.69%

FreeNet

FNTNx215

4.16%

$5,833.50

$27.13

+$762.14

15.03%

Vanguard FTSE All-World ex US Index Fund;ETF

VEUx50

2.97%

$4,174.56

$83.49

+$158.58

3.95%

Physical Gold (1 ounce)

965515x1

2.94%

$4,119.25

+$2,397.72

139.28%

Visa

Vx10

2.49%

$3,495.56

$349.56

+$381.16

12.24%

SS TRGT RET 2060 XI

2.26%

$3,169.22

+$765.22

31.83%

Coca-Cola

KOx14

0.83%

$1,168.37

$83.46

+$104.65

9.84%

Microsoft

MSFTx3

0.82%

$1,157.22

$385.74

+$37.44

3.34%

McDonald's

MCDx4

0.78%

$1,099.04

$274.76

-$135.90

11.00%

VPM

PRIMECAP Fund;Admiral

VPMAXx4.398

0.72%

$1,008.81

$229.38

+$110.10

12.25%

SS US EXT MARKET X

0.70%

$981.36

+$135.28

15.99%

EARNEST SMID VALUE

0.47%

$654.94

+$66.15

11.24%

VWN

Windsor II Fund;Admiral

VWNAXx7.041

0.45%

$627.85

$89.17

+$23.39

3.87%

Cash Balance EUR

0.02%

$22.94

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

Sold

Allocation

Total Net Worth

$140,340.54

Performance

Portfolio Performance

We are calculating your portfolio performance.

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