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Relatives Riskmangement

Posizioni19
Dividendi ricevuti300,45 USD
Investito da08.2022

Posizioni

Titolo
Peso
Posizione
P/L
iShares Core MSCI World ETF logo
iShares Core MSCI World ETF
IWDAx161
26,10% 
15.388,05 USD
95,58 USD
-551,74 USD
3,46%
iShares Core S&P 500 ETF logo
iShares Core S&P 500 ETF
CSPXx14
12,75% 
7515,50 USD
536,82 USD
+573,57 USD
8,26%
Arthur J. Gallag logo
Arthur J. Gallag
AJGx9
4,94% 
2914,26 USD
323,81 USD
+354,73 USD
13,86%
Deutsche Boerse logo
Deutsche Boerse
DB1x10
4,78% 
2820,25 USD
282,03 USD
+780,37 USD
38,26%
iShares Core MSCI EM IMI ETF logo
iShares Core MSCI EM IMI ETF
EIMIx83
4,62% 
2721,66 USD
32,79 USD
-16,27 USD
0,59%
Republic Services logo
Republic Services
RSGx11
4,38% 
2582,52 USD
234,77 USD
+357,76 USD
16,08%
Brown & Brown logo
Brown & Brown
BROx22
4,28% 
2523,57 USD
114,71 USD
+306,98 USD
13,85%
Visa logo
Visa
Vx8
4,23% 
2496,39 USD
312,05 USD
+369,07 USD
17,35%
Invesco EQQQ NASDAQ-100 ETF logo
Invesco EQQQ NASDAQ-100 ETF
EQACx8
4,00% 
2356,17 USD
294,52 USD
-16,80 USD
0,71%
Progressive logo
Progressive
PGRx9
3,92% 
2311,57 USD
256,84 USD
+271,80 USD
13,32%
LVMH logo
LVMH
MCx4
3,89% 
2296,01 USD
574,00 USD
-787,31 USD
25,53%
Apple logo
Apple
AAPLx12
3,82% 
2252,26 USD
187,69 USD
+279,24 USD
14,15%
UnitedHealth logo
UnitedHealth
UNHx4
3,54% 
2085,47 USD
521,37 USD
+33,10 USD
1,61%
Amazon logo
Amazon
AMZNx12
3,48% 
2050,14 USD
170,84 USD
-250,30 USD
10,88%
Berkshire Hathaway (B) logo
Berkshire Hathaway (B)
BRK.Bx4
3,34% 
1966,90 USD
491,73 USD
+811,66 USD
70,26%
Alphabet logo
Alphabet
GOOGLx10
2,46% 
1450,32 USD
145,03 USD
+59,73 USD
4,30%
Microsoft logo
Microsoft
MSFTx4
2,44% 
1435,99 USD
359,00 USD
-46,62 USD
3,14%
Procter Gamble logo
Procter Gamble
PGx6
1,66% 
980,12 USD
163,35 USD
+156,10 USD
18,94%
BlackRock logo
BlackRock
BLKx1
1,37% 
808,13 USD
808,13 USD
+0,00 USD
0,00%
LSX Data · Dati finanziari di FactSet

Venduto

Allocazione

Patrimonio totale58.955,30 USD

Performance

Performance del portafoglio

Stiamo calcolando la performance del tuo portafoglio.
LSX Data · Dati finanziari di FactSet