Investor portfolio on getquin

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Brock

@TheRealBrockNicholson

Buy and hold, baby 😎

Positions59

Dividend received$8,082.14

Investing since02.2021

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

VWRLx90.49

11.46%

$16,437.97

$181.65

+$5,007.00

43.80%

Siemens

SIEx51.19

11.03%

$15,811.58

$308.86

+$4,116.24

35.20%

Amundi MSCI Water ESG Screened ETF

WATx67.59

3.63%

$5,212.82

$77.12

+$724.03

16.13%

Apple

AAPLx17

3.57%

$5,125.93

$301.53

+$3,402.45

197.42%

Amazon

AMZNx20.52

3.52%

$5,045.63

$245.85

+$2,244.29

80.12%

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

AHYQx35.48

3.35%

$4,801.08

$135.30

+$2,196.55

84.34%

iShares MSCI EM ETF

IEEMx70.77

3.31%

$4,748.90

$67.10

+$1,256.32

35.97%

Microsoft

MSFTx9.636

2.77%

$3,971.53

$412.15

+$1,610.44

68.21%

Nestlé

NESNx39.19

2.62%

$3,764.14

$96.04

-$160.74

4.10%

Allianz

ALVx8

2.41%

$3,456.56

$432.07

+$1,651.88

91.53%

Rio Tinto PLC

RIOx33.06

2.34%

$3,349.58

$101.32

+$1,202.48

56.01%

Alphabet Inc. Class A

GOOGLx8.309

2.11%

$3,031.38

$364.85

+$2,123.43

233.87%

PepsiCo

PEPx21.26

2.08%

$2,981.45

$140.25

+$142.33

5.01%

CVS Health

CVSx30.47

2.07%

$2,969.32

$97.44

+$910.53

44.23%

Visa

Vx8.364

1.87%

$2,678.99

$320.31

+$359.46

15.50%

Meta Platforms

METAx4.547

1.87%

$2,675.80

$588.45

+$1,479.71

123.71%

Walmart

WMTx21.86

1.82%

$2,613.92

$119.58

+$1,357.15

107.99%

Texas Instruments

TXNx8.605

1.75%

$2,511.53

$291.86

+$991.51

65.23%

Realty Income Corporation

Ox40.19

1.69%

$2,422.12

$60.26

+$62.35

2.64%

Johnson&Johnson

JNJx10.4

1.68%

$2,412.66

$231.97

+$727.61

43.18%

McDonald's

MCDx8.455

1.64%

$2,347.69

$277.66

+$18.75

0.81%

SAP

SAPx12.62

1.61%

$2,313.74

$183.30

+$730.13

46.11%

Munich Re

MUV2x4.422

1.60%

$2,297.93

$519.70

+$1,019.08

79.69%

Vertex Pharms

VRTXx5

1.54%

$2,205.52

$441.10

+$1,374.53

165.41%

Procter Gamble

PGx15.1

1.53%

$2,189.34

$144.99

-$126.58

5.47%

Starbucks

SBUXx21.56

1.43%

$2,045.91

$94.90

+$158.71

8.41%

British American Tobacco

BATSx34

1.42%

$2,039.58

$59.99

+$936.08

84.83%

Altria Group

MOx28.42

1.41%

$2,026.61

$71.31

+$704.40

53.27%

BASF

BASx35.17

1.38%

$1,978.57

$56.26

+$198.17

11.13%

MMMx12

1.29%

$1,852.56

$154.33

+$508.33

37.82%

Coca-Cola

KOx23.03

1.28%

$1,828.80

$79.42

+$381.20

26.33%

Unilever PLC

ULVRx31.85

1.25%

$1,791.39

$56.25

+$121.68

7.29%

DHL Group

DHLx27.13

1.13%

$1,619.35

$59.69

+$490.39

43.44%

Union Pacific

UNPx6

1.13%

$1,616.75

$269.46

+$397.98

32.65%

State Street SPDR S&P U.S. Dividend Aristocrats ETF (Dist)

SPYDx19.08

1.10%

$1,572.96

$82.44

+$223.10

16.53%

Berkshire Hathaway (B)

BRK.Bx3.107

1.05%

$1,511.42

$486.48

+$296.43

24.40%

Adobe

ADBEx5.675

0.97%

$1,392.53

$245.36

-$724.14

34.21%

iShares EM Dividend ETF

SEDYx72

0.94%

$1,354.67

$18.81

+$276.43

25.64%

Walt Disney

DISx13.47

0.93%

$1,332.51

$98.96

-$218.86

14.11%

Deutsche Telekom

DTEx41

0.91%

$1,309.50

$31.94

+$452.26

52.76%

Roche Hldg

ROx3

0.86%

$1,238.54

$412.85

+$173.39

16.28%

Public Joint Stock Gazprom Neft ADR

GZPFYx60

0.73%

$1,044.63

$17.41

+$0.00

0.00%

Bitcoin

BTCx0.0162

0.72%

$1,025.77

$63,319.19

+$50.79

5.21%

Hercules Capital

HTGCx62

0.66%

$944.80

$15.24

-$166.69

15.00%

Volkswagen Non-Voting Pref Shares

VOW3x9

0.64%

$915.50

$101.72

-$227.65

19.91%

Novo Nordisk

NOVO Bx21.37

0.62%

$884.82

$41.40

-$804.44

47.62%

Exxon Mobil

XOMx5.263

0.55%

$791.06

$150.30

+$180.10

29.48%

Salesforce

CRMx4.263

0.54%

$778.01

$182.51

-$112.01

12.59%

Ethereum

ETHx0.422

0.50%

$714.65

$1,692.11

-$381.73

34.82%

Ping An of China

2318x70.98

0.36%

$516.88

$7.282

+$30.44

6.26%

General Mills

GISx15.16

0.35%

$504.80

$33.30

-$74.06

12.79%

China Overseas

688x169

0.24%

$337.25

$1.996

-$134.84

28.56%

ServiceNow

NOWx2.885

0.23%

$329.09

$114.06

+$32.29

10.88%

PayPal

PYPLx7.153

0.21%

$295.28

$41.28

-$323.43

52.27%

SOL

Solventum

SOLV WIx3

0.16%

$236.56

$78.85

+$14.60

6.58%

MIC

Magnum Ice Cream Co. N.V.

MICCx7.165

0.09%

$121.91

$17.01

-$208.02

63.05%

iShares Core MSCI Pacific ex-Japan ETF A

CPXJx0.243

0.04%

$56.41

$231.86

-$1.80

3.09%

CKH Holdings

1x1.402

0.01%

$12.03

$8.584

+$0.34

2.92%

Meituan

3690x1

0.01%

$9.945

-$6.396

39.14%

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

Sold

Allocation

Total Net Worth

$143,408.11

Performance

Portfolio Performance

We are calculating your portfolio performance.

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