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Brock

@TheRealBrockNicholson

Buy and hold, baby 😎

Positions59

Dividend received$8,210.59

Investing since02.2021

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

VWRLx92.06

11.59%

$16,668.50

$181.07

+$4,947.99

42.22%

Siemens

SIEx51.19

10.88%

$15,647.75

$305.66

+$3,952.41

33.79%

Amundi MSCI Water ESG Screened ETF

WATx68.11

3.82%

$5,499.15

$80.74

+$969.84

21.41%

Amazon

AMZNx20.52

3.36%

$4,837.03

$235.69

+$2,035.70

72.67%

Apple

AAPLx17

3.36%

$4,831.16

$284.19

+$3,107.69

180.32%

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

AHYQx35.48

3.34%

$4,803.31

$135.37

+$2,198.78

84.42%

iShares MSCI EM ETF

IEEMx70.77

3.30%

$4,749.80

$67.11

+$1,257.22

36.00%

Nestlé

NESNx39.49

2.82%

$4,062.14

$102.86

+$108.01

2.73%

Allianz

ALVx8

2.60%

$3,735.84

$466.98

+$1,931.17

107.01%

Microsoft

MSFTx9.636

2.53%

$3,641.24

$377.88

+$1,280.15

54.22%

CVS Health

CVSx30.47

2.21%

$3,176.63

$104.24

+$1,117.84

54.30%

Rio Tinto PLC

RIOx33.06

2.17%

$3,127.27

$94.60

+$980.17

45.65%

PepsiCo

PEPx21.26

2.09%

$3,000.37

$141.14

+$161.25

5.68%

Visa

Vx8.586

2.01%

$2,891.85

$336.82

+$501.94

21.00%

Alphabet Inc. Class A

GOOGLx8.309

1.97%

$2,835.22

$341.24

+$1,927.27

212.27%

Johnson&Johnson

JNJx10.4

1.83%

$2,639.65

$253.79

+$954.60

56.65%

Meta Platforms

METAx4.547

1.76%

$2,538.62

$558.28

+$1,342.53

112.24%

Realty Income Corporation

Ox40.19

1.76%

$2,530.29

$62.96

+$170.52

7.23%

Walmart

WMTx21.86

1.76%

$2,526.16

$115.57

+$1,269.39

101.00%

Texas Instruments

TXNx8.605

1.73%

$2,484.29

$288.69

+$964.27

63.44%

Vertex Pharms

VRTXx5

1.71%

$2,463.78

$492.76

+$1,632.79

196.49%

Munich Re

MUV2x4.422

1.68%

$2,420.12

$547.33

+$1,141.27

89.24%

McDonald's

MCDx8.455

1.59%

$2,287.42

$270.53

-$41.51

1.78%

Starbucks

SBUXx21.56

1.56%

$2,250.03

$104.37

+$362.83

19.23%

Procter Gamble

PGx15.1

1.56%

$2,245.48

$148.71

-$70.44

3.04%

British American Tobacco

BATSx34

1.46%

$2,100.56

$61.78

+$997.07

90.36%

Altria Group

MOx28.42

1.45%

$2,084.70

$73.36

+$762.50

57.67%

SAP

SAPx12.62

1.38%

$1,980.93

$156.93

+$397.33

25.09%

MMMx12

1.36%

$1,960.86

$163.35

+$616.64

45.87%

Unilever PLC

ULVRx31.85

1.33%

$1,916.05

$60.17

+$246.35

14.75%

BASF

BASx35.17

1.32%

$1,898.74

$53.99

+$118.34

6.65%

Coca-Cola

KOx23.03

1.31%

$1,889.63

$82.07

+$442.03

30.54%

Union Pacific

UNPx6

1.13%

$1,620.09

$270.02

+$401.32

32.93%

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

SPYDx19.08

1.02%

$1,614.48

$84.62

+$122.55

9.08%

DHL Group

DHLx27.13

1.12%

$1,609.01

$59.31

+$480.05

42.52%

Berkshire Hathaway (B)

BRK.Bx3.107

1.07%

$1,544.94

$497.26

+$329.94

27.16%

Adobe

ADBEx6.678

0.94%

$1,357.34

$203.25

-$994.36

42.28%

Walt Disney

DISx13.47

0.92%

$1,330.42

$98.80

-$220.95

14.24%

iShares EM Dividend ETF

SEDYx72

0.91%

$1,311.24

$18.21

+$233.00

21.61%

Roche Hldg

ROx3

0.88%

$1,270.75

$423.58

+$205.60

19.30%

Deutsche Telekom

DTEx41

0.84%

$1,212.51

$29.57

+$355.26

41.44%

Public Joint Stock Gazprom Neft ADR

GZPFYx60

0.73%

$1,044.63

$17.41

+$0.00

0.00%

Novo Nordisk A/S Class B

NOVO Bx21.37

0.71%

$1,019.80

$47.72

-$669.46

39.63%

Hercules Capital

HTGCx65.64

0.71%

$1,018.10

$15.51

-$151.09

12.92%

Bitcoin

BTCx0.0162

0.68%

$972.00

$60,000.04

-$2.98

0.31%

Volkswagen Non-Voting Pref Shares

VOW3x9

0.52%

$746.64

$82.96

-$396.51

34.69%

Exxon Mobil

XOMx5.263

0.50%

$719.16

$136.64

+$108.21

17.71%

Salesforce

CRMx4.467

0.49%

$711.27

$159.21

-$213.67

23.10%

Ethereum

ETHx0.422

0.46%

$665.76

$1,576.35

-$430.62

39.28%

Ping An of China

2318x87.16

0.40%

$577.82

$6.63

-$30.47

5.01%

General Mills

GISx15.16

0.38%

$547.95

$36.15

-$30.90

5.34%

PayPal

PYPLx7.153

0.22%

$317.10

$44.33

-$301.62

48.75%

ServiceNow

NOWx2.885

0.20%

$289.24

$100.25

-$7.57

2.55%

China Overseas

688x169

0.18%

$262.81

$1.555

-$209.28

44.33%

SOL

Solventum

SOLV WIx3

0.17%

$237.80

$79.27

+$15.84

7.14%

MIC

Magnum Ice Cream Co. N.V.

MICCx7.165

0.09%

$123.95

$17.30

-$205.98

62.43%

CKH Holdings

1x10.47

0.06%

$89.66

$8.561

-$3.54

3.81%

iShares Core MSCI Pacific ex-Japan ETF A

CPXJx0.243

0.04%

$56.93

$233.98

-$1.28

2.20%

Meituan

3690x1

0.01%

$8.359

+$0.00

0.00%

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

Sold

Allocation

Total Net Worth

$143,869.98

Performance

Portfolio Performance

We are calculating your portfolio performance.

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