Investor portfolio on getquin

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Brock

@TheRealBrockNicholson

Buy and hold, baby 😎

Positions59

Dividend received$8,641.01

Investing since02.2021

Positions

Title

Weight

Position

P/L

Siemens AG

SIEx53.43

11.42%

$17,908.45

$335.19

+$5,519.00

44.55%

Vanguard FTSE All-World ETF

VWRLx95.14

11.42%

$17,903.87

$188.19

+$5,607.64

45.60%

Amundi MSCI Water ESG Screened ETF

WATx69.1

3.59%

$5,625.09

$81.41

+$1,015.23

22.02%

Amazon

AMZNx20.52

3.49%

$5,466.26

$266.35

+$2,664.93

95.13%

Apple

AAPLx17

3.47%

$5,441.61

$320.09

+$3,718.14

215.74%

Amundi Index Solutions SICAV - Amundi Core MSCI World Swap UCITS ETF D-

AHYQx35.48

3.20%

$5,018.01

$141.42

+$2,413.48

92.66%

Microsoft

MSFTx9.636

3.15%

$4,945.79

$513.26

+$2,584.70

109.47%

iShares MSCI EM ETF

IEEMx73.05

3.13%

$4,907.42

$67.18

+$1,266.20

34.77%

Nestlé

NESNx43.79

2.71%

$4,248.00

$97.01

-$125.08

2.86%

Allianz

ALVx8

2.67%

$4,190.16

$523.77

+$2,385.49

132.18%

Rio Tinto PLC

RIOx33.06

2.18%

$3,419.31

$103.43

+$1,272.21

59.25%

Visa

Vx8.779

2.14%

$3,350.01

$381.59

+$891.01

36.23%

PepsiCo

PEPx22.26

2.00%

$3,141.29

$141.09

+$165.00

5.54%

Alphabet Inc. Class A

GOOGLx8.309

1.84%

$2,878.73

$346.48

+$1,970.78

217.06%

CVS Health

CVSx30.47

1.81%

$2,841.90

$93.26

+$783.11

38.04%

SAP

SAPx12.62

1.78%

$2,795.76

$221.49

+$1,212.16

76.54%

Johnson&Johnson

JNJx10.4

1.78%

$2,792.21

$268.46

+$1,107.16

65.70%

Vertex Pharms

VRTXx5

1.74%

$2,726.15

$545.23

+$1,895.16

228.06%

Munich Re

MUV2x4.422

1.69%

$2,651.18

$599.59

+$1,372.34

107.31%

Meta Platforms

METAx4.547

1.68%

$2,628.48

$578.04

+$1,432.40

119.76%

Realty Income Corporation

Ox40.19

1.59%

$2,492.41

$62.01

+$132.63

5.62%

Starbucks

SBUXx21.56

1.48%

$2,327.79

$107.97

+$440.59

23.35%

Walmart

WMTx21.86

1.44%

$2,255.73

$103.20

+$998.96

79.49%

McDonald's

MCDx8.455

1.43%

$2,241.03

$265.04

-$87.90

3.77%

Texas Instruments

TXNx8.605

1.42%

$2,230.19

$259.16

+$710.17

46.72%

Procter Gamble

PGx15.1

1.38%

$2,169.11

$143.65

-$146.81

6.34%

BASF

BASx35.17

1.36%

$2,139.36

$60.83

+$358.97

20.16%

MMMx12

1.33%

$2,092.79

$174.34

+$748.56

55.69%

Unilever PLC

ULVRx31.85

1.32%

$2,066.74

$64.90

+$397.04

23.78%

Coca-Cola

KOx23.03

1.32%

$2,065.85

$89.72

+$618.25

42.71%

Adobe

ADBEx6.678

1.24%

$1,949.09

$291.86

-$402.61

17.12%

Altria Group

MOx28.42

1.24%

$1,945.57

$68.46

+$623.36

47.15%

British American Tobacco

BATSx34

1.22%

$1,919.26

$56.45

+$815.77

73.93%

Union Pacific

UNPx6

1.18%

$1,845.63

$307.60

+$626.86

51.43%

DHL Group

DHLx27.13

1.13%

$1,774.42

$65.40

+$645.46

57.17%

State Street SPDR State Street SPDR S&P US Dividend Aristocrats UCITS ETF USD

SPYDx19.08

1.06%

$1,659.86

$87.00

+$310.01

22.97%

Berkshire Hathaway (B)

BRK.Bx3.107

1.00%

$1,569.62

$505.21

+$354.62

29.19%

Walt Disney

DISx13.47

0.93%

$1,455.80

$108.11

-$95.57

6.16%

iShares EM Dividend ETF

SEDYx72

0.90%

$1,406.71

$19.54

+$328.47

30.46%

Roche Hldg

ROx3

0.87%

$1,357.07

$452.36

+$291.91

27.41%

Deutsche Telekom

DTEx41

0.86%

$1,354.30

$33.03

+$497.06

57.98%

Hercules Capital

HTGCx74.9

0.84%

$1,318.86

$17.61

+$1.55

0.12%

Bitcoin

BTCx0.0162

0.80%

$1,254.99

$77,468.72

+$280.01

28.72%

Salesforce

CRMx4.569

0.75%

$1,171.09

$256.32

+$228.98

24.31%

Public Joint Stock Gazprom Neft ADR

GZPFYx60

0.67%

$1,044.63

$17.41

+$0.00

0.00%

Ethereum

ETHx0.422

0.65%

$1,023.87

$2,424.27

-$72.50

6.61%

Novo Nordisk A/S Class B

NOVO Bx21.37

0.62%

$974.53

$45.60

-$714.73

42.31%

EXXON MOBIL

XOMx5.263

0.53%

$823.42

$156.45

+$212.47

34.78%

Volkswagen Non-Voting Pref Shares

VOW3x9

0.51%

$806.80

$89.64

-$336.36

29.42%

Ping An of China

2318x97.01

0.45%

$706.17

$7.279

+$29.35

4.34%

General Mills

GISx15.16

0.40%

$629.24

$41.51

+$50.39

8.71%

ServiceNow

NOWx2.885

0.27%

$415.75

$144.10

+$118.94

40.07%

PayPal

PYPLx7.153

0.25%

$384.22

$53.71

-$234.50

37.90%

China Overseas

688x169

0.19%

$297.77

$1.762

-$174.33

36.93%

SOL

Solventum

SOLV WIx3

0.17%

$273.15

$91.05

+$51.20

23.07%

iShares Core MSCI Pacific ex-Japan ETF A

CPXJx0.72

0.12%

$182.74

$253.78

+$9.59

5.54%

MIC

Magnum Ice Cream Co. N.V.

MICCx7.165

0.09%

$144.59

$20.18

-$185.34

56.18%

CKH Holdings

1x15.72

0.09%

$141.09

$8.976

+$2.47

1.78%

Meituan

3690x1

0.01%

$9.986

-$6.355

38.89%

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

Sold

Allocation

Total Net Worth

$156,800.91

Performance

Portfolio Performance

We are calculating your portfolio performance.

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