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Actifs27
Dividende reçu202,09 $US
Investis depuis01.2024

Actifs

Titre
Pondération
Position
P/L
Vanguard S&P 500 ETF logo
Vanguard S&P 500 ETF
VUSAx27
17,84 % 
3 044,31 $US
112,75 $US
+557,55 $US
22,42 %
JPM Global Equity Multi-Factor ETF logo
JPM Global Equity Multi-Factor ETF
JPGLx67
16,03 % 
2 734,71 $US
40,82 $US
+159,32 $US
6,19 %
SPDR MSCI ACWI IMI ETF logo
SPDR MSCI ACWI IMI ETF
SPYIx8
11,30 % 
1 927,74 $US
240,97 $US
+78,28 $US
4,23 %
SPDR MSCI USA Small Cap Value Weighted ETF logo
SPDR MSCI USA Small Cap Value Weighted ETF
ZPRVx14
5,97 % 
1 018,31 $US
72,74 $US
+94,80 $US
10,27 %
Amazon logo
Amazon
AMZNx4
4,65 % 
794,00 $US
198,50 $US
+151,70 $US
23,62 %
iShares Edge MSCI EM Value Factor ETF A logo
iShares Edge MSCI EM Value Factor ETF A
5MVLx14
4,09 % 
697,71 $US
49,84 $US
-17,70 $US
2,47 %
Meta Platforms logo
Meta Platforms
METAx1
3,29 % 
560,74 $US
560,74 $US
+160,79 $US
40,20 %
iShares MSCI Wld Hlth Care Sctr ESG ETF USDD logo
iShares MSCI Wld Hlth Care Sctr ESG ETF USDD
WHCSx70
2,95 % 
503,53 $US
7,193 $US
-6,63 $US
1,30 %
Berkshire Hathaway (B) logo
Berkshire Hathaway (B)
BRK.Bx1
2,78 % 
473,64 $US
473,64 $US
+35,14 $US
8,01 %
Novo Nordisk logo
Novo Nordisk
NOVO Bx4
2,39 % 
408,41 $US
102,10 $US
-17,14 $US
4,03 %
Nextera Energy logo
Nextera Energy
NEEx5
2,25 % 
384,67 $US
76,93 $US
+96,55 $US
33,51 %
NXT
Nextracker
NXTx10
2,20 % 
375,90 $US
37,59 $US
-83,02 $US
18,09 %
Digital Realty logo
Digital Realty
DLRx2
2,19 % 
374,37 $US
187,18 $US
+98,14 $US
35,53 %
iShares $ Intermediate Bond ETF D logo
iShares $ Intermediate Bond ETF D
ICBUx75
2,13 % 
363,53 $US
4,847 $US
+7,17 $US
2,01 %
iShares € Govt Bond 3-5yr ETF logo
iShares € Govt Bond 3-5yr ETF
IBGXx2
1,97 % 
336,49 $US
168,24 $US
-11,48 $US
3,30 %
Coca-Cola logo
Coca-Cola
KOx5
1,88 % 
320,32 $US
64,06 $US
+21,13 $US
7,06 %
BEP
Brookfield Ren
BEPCx10
1,86 % 
317,70 $US
31,77 $US
+69,58 $US
28,04 %
ADC
Agree Realty
ADCx4
1,81 % 
308,15 $US
77,04 $US
+84,15 $US
37,57 %
SPDR MSCI Europe Small Cap Val Weighted ETF logo
SPDR MSCI Europe Small Cap Val Weighted ETF
ZPRXx6
1,78 % 
303,76 $US
50,63 $US
-19,43 $US
6,01 %
Mitsui Co logo
Mitsui Co
8031x14
1,75 % 
298,55 $US
21,32 $US
+19,25 $US
6,89 %
W.P. Carey logo
W.P. Carey
WPCx5
1,66 % 
284,07 $US
56,81 $US
+2,49 $US
0,88 %
Enel logo
Enel
ENELx40
1,63 % 
278,82 $US
6,971 $US
-2,91 $US
1,03 %
Mitsubishi logo
Mitsubishi
8058x14
1,40 % 
239,17 $US
17,08 $US
-28,70 $US
10,71 %
Essential Propts logo
Essential Propts
EPRTx6
1,18 % 
200,79 $US
33,47 $US
+44,13 $US
28,17 %
Gilead Sciences logo
Gilead Sciences
GILDx2
1,05 % 
179,91 $US
89,96 $US
+32,25 $US
21,84 %
Nexge logo
Nexge
NXEx20
1,02 % 
173,39 $US
8,67 $US
+62,08 $US
55,77 %
BBVA logo
BBVA
BBVAx17
0,94 % 
160,35 $US
9,432 $US
-14,81 $US
8,45 %
Données en temps réel fournies par L&S

Vendu

Allocation

Valeur nette totale17 063,04 $US

Performance

Performance du portefeuille

Nous calculons la performance de votre portefeuille.