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Full time RN w/ a fascination in long term investing with goals of reaching financial freedom asap! Here to publicly share my portfolio along the way!

Actifs19
Dividende reçu1 005,26 $US
Investis depuis01.2023

Actifs

Titre
Pondération
Position
P/L
Charles Schwab Schwab US Dividend Equity ETF logo
Charles Schwab Schwab US Dividend Equity ETF
SCHDx1 049,37
36,24 % 
29 602,67 $US
28,21 $US
+230,87 $US
0,79 %
Vanguard 500 Index Fund;ETF logo
Vanguard 500 Index Fund;ETF
VOOx38,64
26,12 % 
21 335,61 $US
552,16 $US
-236,34 $US
1,10 %
Vanguard Vanguard Total Stock Index Fund logo
Vanguard Vanguard Total Stock Index Fund
VTIx24,8
8,99 % 
7 343,58 $US
296,15 $US
-139,48 $US
1,86 %
VICI logo
VICI
VICIx115,51
4,42 % 
3 611,76 $US
31,27 $US
+221,59 $US
6,54 %
Vanguard Growth Index Fund;ETF logo
Vanguard Growth Index Fund;ETF
VUGx7,064
3,60 % 
2 942,09 $US
416,49 $US
-98,61 $US
3,24 %
Invesco NASDAQ 100 ETF logo
Invesco NASDAQ 100 ETF
QQQMx13,52
3,59 % 
2 929,43 $US
216,61 $US
-65,13 $US
2,17 %
Alphabet logo
Alphabet
GOOGLx15,05
3,31 % 
2 702,29 $US
179,53 $US
-247,90 $US
8,40 %
Prologis logo
Prologis
PLDx22,2
3,29 % 
2 687,17 $US
121,04 $US
+256,72 $US
10,56 %
Charles Schwab Schwab US Large-Cap Growth ETF logo
Charles Schwab Schwab US Large-Cap Growth ETF
SCHGx59,2
2,03 % 
1 658,11 $US
28,01 $US
-16,57 $US
0,99 %
Visa logo
Visa
Vx4,077
1,74 % 
1 420,72 $US
348,47 $US
+137,53 $US
10,72 %
Starbucks logo
Starbucks
SBUXx11,64
1,59 % 
1 302,11 $US
111,85 $US
+167,95 $US
14,81 %
Amazon logo
Amazon
AMZNx4,919
1,31 % 
1 066,44 $US
216,80 $US
+223,38 $US
26,50 %
Realty Income logo
Realty Income
Ox15,2
1,06 % 
867,06 $US
57,06 $US
+37,06 $US
4,46 %
Lululemon logo
Lululemon
LULUx1,904
0,84 % 
682,82 $US
358,62 $US
+184,44 $US
37,01 %
Target logo
Target
TGTx5,117
0,78 % 
636,30 $US
124,35 $US
-241,21 $US
27,49 %
Mastercard logo
Mastercard
MAx1,081
0,74 % 
604,24 $US
558,97 $US
+32,40 $US
5,67 %
iShares Core Dividend Growth ETF logo
iShares Core Dividend Growth ETF
DGROx4,491
0,35 % 
286,35 $US
63,76 $US
+5,26 $US
1,87 %
SPA
Government Money Fund
SPAXXx0,2
0,00 % 
0,20 $US
1,00 $US
+0,00 $US
0,00 %
JOU
JOUNCE THERAPEU CONTRA
x300
0,00 % 
0,00 $US
+0,00 $US
0,00 %
Données financières de FactSet · LSX Data

Vendu

Allocation

Valeur nette totale81 678,93 $US

Performance

Performance du portefeuille

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