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fcwe1113

🇬🇧 Regno Unito · @fcwe1113

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Posizioni23

Dividendi ricevuti45,44 USD

Investito da12.2022

Posizioni

Titolo

Peso

Posizione

P/L

Vanguard S&P 500 ETF

VUAGx7,17

35,08%

890,35 USD

124,19 USD

+106,76 USD

13,62%

Cash Balance GBP

6,24%

158,43 USD

Target

TGTx1,409

5,17%

131,24 USD

93,16 USD

-11,69 USD

8,18%

Vanguard FTSE Japan ETF

VJPBx3,268

5,05%

128,12 USD

39,20 USD

+12,27 USD

10,59%

Vanguard FTSE Developed Europe ETF A

VWCGx2,164

4,98%

126,43 USD

58,43 USD

+22,56 USD

21,72%

OXL

Oxford Lane Cap

OXLCx32,63

4,67%

118,60 USD

3,635 USD

-20,42 USD

14,69%

Main Street Capital

MAINx1,755

4,60%

116,85 USD

66,57 USD

+19,98 USD

20,63%

Global X NASDAQ 100 Covered Call ETF

QYLEx7,284

4,55%

115,55 USD

15,86 USD

+0,58 USD

0,50%

BCA

BlackRock Capital Allocation Trust

BCATx7,67

4,53%

115,07 USD

15,00 USD

+2,05 USD

1,81%

Golub Capital

GBDCx7,609

4,44%

112,81 USD

14,83 USD

+1,80 USD

1,62%

HSBC

HSBAx4,941

2,56%

65,03 USD

13,16 USD

+13,06 USD

25,13%

Vanguard FTSE Emerging Mkts ETF

VFEGx0,859

2,52%

63,87 USD

74,38 USD

+6,93 USD

12,17%

Vanguard FTSEDvlpAsiaPacexJpn ETF USDAcc

VAPUx1,721

2,47%

62,82 USD

36,50 USD

+1,33 USD

2,17%

Mastercard

MAx0,0994

2,29%

58,07 USD

584,09 USD

+6,44 USD

12,47%

Legal General

LGENx15,66

2,00%

50,76 USD

3,241 USD

-2,67 USD

5,00%

Visa

Vx0,116

1,57%

39,80 USD

342,97 USD

+0,96 USD

2,46%

Rheinmetall

RHMx0,0168

1,35%

34,21 USD

2042,01 USD

+8,95 USD

35,41%

Rolls-Royce

RR.x1,949

1,13%

28,72 USD

14,73 USD

+20,52 USD

250,19%

BAE Systems

BA.x1,185

1,13%

28,63 USD

24,17 USD

+16,48 USD

135,58%

Mercadolibre

MELIx0,0109

1,04%

26,42 USD

2417,94 USD

-0,18 USD

0,69%

Cintas

CTASx0,126

1,01%

25,56 USD

203,35 USD

-0,07 USD

0,26%

Volkswagen Non-Voting Pref Shares

VOW3x0,209

0,97%

24,57 USD

117,40 USD

-1,05 USD

4,11%

Thales

HOx0,0633

0,65%

16,50 USD

260,41 USD

+3,83 USD

30,21%

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

Venduto

Allocazione

Patrimonio totale

2538,41 USD

Performance

Performance del portafoglio

Stiamo calcolando la performance del tuo portafoglio.

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