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Relatives Riskmangement

Actifs19
Dividende reçu307,73 $US
Investis depuis08.2022

Actifs

Titre
Pondération
Position
P/L
iShares Core MSCI World ETF logo
iShares Core MSCI World ETF
IWDAx161
26,68 % 
16 353,86 $US
101,58 $US
+414,07 $US
2,60 %
iShares Core S&P 500 ETF logo
iShares Core S&P 500 ETF
CSPXx14
12,87 % 
7 891,00 $US
563,64 $US
+949,07 $US
13,67 %
Deutsche Boerse logo
Deutsche Boerse
DB1x10
5,04 % 
3 087,03 $US
308,70 $US
+1 047,14 $US
51,33 %
Arthur J. Gallag logo
Arthur J. Gallag
AJGx9
4,83 % 
2 963,07 $US
329,23 $US
+403,54 $US
15,77 %
iShares Core MSCI EM IMI ETF logo
iShares Core MSCI EM IMI ETF
EIMIx83
4,61 % 
2 824,69 $US
34,03 $US
+86,76 $US
3,17 %
Republic Services logo
Republic Services
RSGx11
4,37 % 
2 676,43 $US
243,31 $US
+451,66 $US
20,30 %
Visa logo
Visa
Vx8
4,31 % 
2 643,39 $US
330,42 $US
+516,07 $US
24,26 %
Brown & Brown logo
Brown & Brown
BROx22
4,21 % 
2 580,73 $US
117,31 $US
+364,14 $US
16,43 %
Invesco EQQQ NASDAQ-100 ETF logo
Invesco EQQQ NASDAQ-100 ETF
EQACx8
4,07 % 
2 497,83 $US
312,23 $US
+124,86 $US
5,26 %
Progressive logo
Progressive
PGRx9
3,90 % 
2 388,37 $US
265,37 $US
+348,59 $US
17,09 %
Apple logo
Apple
AAPLx12
3,87 % 
2 371,00 $US
197,58 $US
+397,97 $US
20,17 %
LVMH logo
LVMH
MCx4
3,65 % 
2 236,94 $US
559,24 $US
-846,38 $US
27,45 %
Amazon logo
Amazon
AMZNx12
3,39 % 
2 077,32 $US
173,11 $US
-223,12 $US
9,70 %
Berkshire Hathaway (B) logo
Berkshire Hathaway (B)
BRK.Bx4
3,39 % 
2 075,57 $US
518,89 $US
+920,33 $US
79,67 %
UnitedHealth logo
UnitedHealth
UNHx4
2,95 % 
1 810,25 $US
452,56 $US
-242,12 $US
11,80 %
Alphabet logo
Alphabet
GOOGLx10
2,46 % 
1 510,70 $US
151,07 $US
+120,11 $US
8,64 %
Microsoft logo
Microsoft
MSFTx4
2,40 % 
1 472,83 $US
368,21 $US
-9,78 $US
0,66 %
Procter Gamble logo
Procter Gamble
PGx6
1,68 % 
1 027,39 $US
171,23 $US
+203,37 $US
24,68 %
BlackRock logo
BlackRock
BLKx1
1,32 % 
808,13 $US
808,13 $US
+0,00 $US
0,00 %
LSX Data · Données financières de FactSet

Vendu

Allocation

Valeur nette totale61 296,52 $US

Performance

Performance du portefeuille

Nous calculons la performance de votre portefeuille.
LSX Data · Données financières de FactSet