Portafoglio investitori su getquin

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fcwe1113

🇬🇧 Regno Unito · @fcwe1113

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Posizioni23

Dividendi ricevuti37,26 USD

Investito da12.2022

Posizioni

Titolo

Peso

Posizione

P/L

Vanguard S&P 500 ETF

VUAGx7,17

34,10%

887,61 USD

123,80 USD

+104,02 USD

13,27%

Cash Balance GBP

8,42%

219,08 USD

Target

TGTx1,409

5,63%

146,61 USD

104,07 USD

+3,68 USD

2,57%

Vanguard FTSE Japan ETF

VJPBx3,268

4,88%

126,93 USD

38,84 USD

+11,08 USD

9,57%

Vanguard FTSE Developed Europe ETF A

VWCGx2,164

4,86%

126,52 USD

58,47 USD

+22,65 USD

21,81%

Main Street Capital

MAINx1,755

4,53%

118,02 USD

67,24 USD

+21,15 USD

21,83%

BCA

BlackRock Capital Allocation Trust

BCATx7,533

4,36%

113,47 USD

15,06 USD

+2,50 USD

2,25%

OXL

Oxford Lane Cap

OXLCx32,63

4,36%

113,39 USD

3,475 USD

-25,64 USD

18,44%

Global X NASDAQ 100 Covered Call ETF

QYLEx7,106

4,35%

113,15 USD

15,92 USD

+0,99 USD

0,88%

Golub Capital

GBDCx7,394

4,22%

109,80 USD

14,85 USD

+2,00 USD

1,86%

HSBC

HSBAx4,941

2,46%

64,11 USD

12,97 USD

+12,14 USD

23,37%

Vanguard FTSE Emerging Mkts ETF

VFEGx0,859

2,43%

63,15 USD

73,55 USD

+6,21 USD

10,91%

Vanguard FTSEDvlpAsiaPacexJpn ETF USDAcc

VAPUx1,721

2,40%

62,55 USD

36,34 USD

+1,06 USD

1,72%

Mastercard

MAx0,0994

2,22%

57,70 USD

580,44 USD

+6,08 USD

11,77%

Legal General

LGENx15,66

2,14%

55,73 USD

3,558 USD

+2,30 USD

4,30%

Visa

Vx0,116

1,54%

39,96 USD

344,32 USD

+1,11 USD

2,86%

Rheinmetall

RHMx0,0168

1,23%

32,06 USD

1913,62 USD

+6,80 USD

26,90%

Rolls-Royce

RR.x1,949

1,14%

29,70 USD

15,23 USD

+21,50 USD

262,15%

BAE Systems

BA.x1,185

1,10%

28,61 USD

24,15 USD

+16,46 USD

135,43%

Cintas

CTASx0,126

1,07%

27,85 USD

221,53 USD

+2,22 USD

8,66%

Mercadolibre

MELIx0,0109

0,97%

25,38 USD

2322,03 USD

-1,23 USD

4,63%

Volkswagen Non-Voting Pref Shares

VOW3x0,209

0,93%

24,11 USD

115,24 USD

-1,51 USD

5,88%

Thales

HOx0,0633

0,67%

17,55 USD

277,09 USD

+4,88 USD

38,55%

<contenitore>Dati LSX</contenitore> · Dati finanziari di FactSet

Venduto

Allocazione

Patrimonio totale2603,03 USD

Performance

Performance del portafoglio

Stiamo calcolando la performance del tuo portafoglio.

<contenitore>Dati LSX</contenitore> · Dati finanziari di FactSet