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

11.47%

$16,439.31

$181.66

+$5,008.34

43.81%

Siemens

SIEx51.19

11.03%

$15,808.31

$308.79

+$4,112.97

35.17%

Amundi MSCI Water ESG Screened ETF

WATx67.59

3.64%

$5,219.83

$77.22

+$731.05

16.29%

Apple

AAPLx17

3.57%

$5,113.60

$300.80

+$3,390.12

196.70%

Amazon

AMZNx20.52

3.52%

$5,042.93

$245.72

+$2,241.60

80.02%

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

AHYQx35.48

3.35%

$4,801.38

$135.31

+$2,196.85

84.35%

iShares MSCI EM ETF

IEEMx70.77

3.30%

$4,733.67

$66.89

+$1,241.09

35.54%

Microsoft

MSFTx9.636

2.76%

$3,957.54

$410.70

+$1,596.46

67.62%

Nestlé

NESNx39.19

2.63%

$3,772.51

$96.25

-$152.37

3.88%

Allianz

ALVx8

2.43%

$3,488.76

$436.09

+$1,684.08

93.32%

Rio Tinto PLC

RIOx33.06

2.35%

$3,365.75

$101.81

+$1,218.65

56.76%

Alphabet Inc. Class A

GOOGLx8.309

2.11%

$3,028.07

$364.45

+$2,120.12

233.51%

PepsiCo

PEPx21.26

2.08%

$2,986.94

$140.51

+$147.82

5.21%

CVS Health

CVSx30.47

2.07%

$2,967.02

$97.36

+$908.23

44.11%

Visa

Vx8.364

1.87%

$2,677.46

$320.13

+$357.93

15.43%

Meta Platforms

METAx4.547

1.86%

$2,670.01

$587.17

+$1,473.92

123.23%

Walmart

WMTx21.86

1.82%

$2,613.39

$119.56

+$1,356.62

107.94%

Texas Instruments

TXNx8.605

1.76%

$2,518.72

$292.69

+$998.70

65.70%

Realty Income Corporation

Ox40.19

1.69%

$2,421.39

$60.25

+$61.62

2.61%

Johnson&Johnson

JNJx10.4

1.69%

$2,416.73

$232.36

+$731.69

43.42%

McDonald's

MCDx8.455

1.64%

$2,347.47

$277.63

+$18.54

0.80%

Munich Re

MUV2x4.422

1.61%

$2,301.58

$520.52

+$1,022.73

79.97%

SAP

SAPx12.62

1.59%

$2,272.98

$180.07

+$689.37

43.53%

Vertex Pharms

VRTXx5

1.54%

$2,209.76

$441.95

+$1,378.77

165.92%

Procter Gamble

PGx15.1

1.53%

$2,195.13

$145.38

-$120.78

5.22%

Starbucks

SBUXx21.56

1.43%

$2,046.66

$94.93

+$159.46

8.45%

British American Tobacco

BATSx34

1.42%

$2,038.57

$59.96

+$935.08

84.74%

Altria Group

MOx28.42

1.41%

$2,026.98

$71.33

+$704.78

53.30%

BASF

BASx35.17

1.37%

$1,957.88

$55.67

+$177.48

9.97%

MMMx12

1.29%

$1,850.96

$154.19

+$506.74

37.70%

Coca-Cola

KOx23.03

1.28%

$1,831.84

$79.56

+$384.24

26.54%

Unilever PLC

ULVRx31.85

1.25%

$1,791.40

$56.25

+$121.70

7.29%

DHL Group

DHLx27.13

1.14%

$1,632.01

$60.15

+$503.05

44.56%

Union Pacific

UNPx6

1.13%

$1,618.00

$269.67

+$399.23

32.76%

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

SPYDx19.08

1.10%

$1,569.85

$82.28

+$219.99

16.30%

Berkshire Hathaway (B)

BRK.Bx3.107

1.06%

$1,513.93

$487.28

+$298.93

24.60%

Adobe

ADBEx5.675

0.97%

$1,383.43

$243.76

-$733.24

34.64%

iShares EM Dividend ETF

SEDYx72

0.94%

$1,351.35

$18.77

+$273.11

25.33%

Walt Disney

DISx13.47

0.93%

$1,334.13

$99.08

-$217.24

14.00%

Deutsche Telekom

DTEx41

0.92%

$1,314.79

$32.07

+$457.55

53.37%

Roche Hldg

ROx3

0.85%

$1,221.55

$407.18

+$156.39

14.68%

Public Joint Stock Gazprom Neft ADR

GZPFYx60

0.73%

$1,044.63

$17.41

+$0.00

0.00%

Bitcoin

BTCx0.0162

0.71%

$1,024.37

$63,232.59

+$49.39

5.07%

Hercules Capital

HTGCx62

0.66%

$944.51

$15.23

-$166.97

15.02%

Volkswagen Non-Voting Pref Shares

VOW3x9

0.63%

$904.74

$100.53

-$238.41

20.86%

Novo Nordisk

NOVO Bx21.37

0.62%

$886.59

$41.48

-$802.67

47.52%

Exxon Mobil

XOMx5.263

0.55%

$794.10

$150.88

+$183.15

29.98%

Salesforce

CRMx4.263

0.54%

$774.29

$181.64

-$115.74

13.00%

Ethereum

ETHx0.422

0.49%

$708.99

$1,678.71

-$387.38

35.33%

Ping An of China

2318x70.98

0.36%

$517.66

$7.293

+$31.23

6.42%

General Mills

GISx15.16

0.35%

$503.16

$33.19

-$75.69

13.08%

China Overseas

688x169

0.23%

$335.39

$1.985

-$136.70

28.96%

ServiceNow

NOWx2.885

0.23%

$327.83

$113.63

+$31.02

10.45%

PayPal

PYPLx7.153

0.21%

$294.88

$41.23

-$323.83

52.34%

SOL

Solventum

SOLV WIx3

0.16%

$236.48

$78.83

+$14.53

6.55%

MIC

Magnum Ice Cream Co. N.V.

MICCx7.165

0.08%

$121.40

$16.94

-$208.53

63.20%

iShares Core MSCI Pacific ex-Japan ETF A

CPXJx0.243

0.04%

$56.41

$231.84

-$1.80

3.10%

CKH Holdings

1x1.402

0.01%

$11.97

$8.541

+$0.28

2.41%

Meituan

3690x1

0.01%

$9.875

-$6.466

39.57%

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

Sold

Allocation

Total Net Worth

$143,350.86

Performance

Portfolio Performance

We are calculating your portfolio performance.

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