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Posizioni48

Dividendi ricevuti133,41 USD

Investito da12.2022

Posizioni

Titolo

Peso

Posizione

P/L

Vanguard S&P 500 ETF

VUAGx4,46

25,44%

633,45 USD

142,02 USD

+137,42 USD

27,70%

Vanguard Vngrd FTSE All-Wld Hgh Div Yld ETF A

VHYGx2,977

12,23%

304,44 USD

102,27 USD

+18,58 USD

6,50%

Vanguard FTSE Developed Europe ETF A

VWCGx3,434

9,23%

229,81 USD

66,92 USD

+45,45 USD

24,65%

Target

TGTx1,409

7,97%

198,54 USD

140,93 USD

+55,61 USD

38,91%

Vanguard FTSEDvlpAsiaPacexJpn ETF USDAcc

VAPUx2,98

7,18%

178,65 USD

59,95 USD

+60,50 USD

51,20%

Vanguard FTSE Japan ETF

VJPBx3,287

6,27%

156,05 USD

47,47 USD

+38,69 USD

32,97%

Cash Balance GBP

5,33%

132,81 USD

Legal General

LGENx27,63

4,23%

105,36 USD

3,814 USD

+11,95 USD

12,79%

HSBC

HSBAx5,43

4,15%

103,21 USD

19,01 USD

+43,28 USD

72,23%

Vanguard FTSE Emerging Mkts ETF

VFEGx0,893

3,10%

77,16 USD

86,40 USD

+17,28 USD

28,86%

Mercadolibre

MELIx0,0262

1,74%

43,42 USD

1655,29 USD

-9,71 USD

18,27%

Lloyds Bank

LLOYx27,1

1,54%

38,35 USD

1,415 USD

+3,68 USD

10,60%

Greggs

GRGx1,237

1,10%

27,33 USD

22,10 USD

+0,61 USD

2,30%

Costco Wholesale

COSTx0,0266

1,02%

25,44 USD

958,02 USD

-1,28 USD

4,80%

M&G

MNGx3,258

0,57%

14,28 USD

4,384 USD

+1,02 USD

7,69%

Aviva

AV.x1,527

0,52%

13,04 USD

8,537 USD

-0,22 USD

1,67%

National Grid

NG.x0,74

0,49%

12,23 USD

16,51 USD

-1,03 USD

7,80%

BP.x1,812

0,46%

11,45 USD

6,321 USD

-1,81 USD

13,65%

Shell

SHELx0,289

0,45%

11,24 USD

38,90 USD

-2,03 USD

15,27%

Rio Tinto PLC

RIOx0,117

0,45%

11,08 USD

94,50 USD

+0,47 USD

4,43%

NWG

Natwest Grp

NWGx1,02

0,35%

8,799 USD

8,629 USD

+0,843 USD

10,59%

Coca-Cola HBC

CCHx0,132

0,33%

8,322 USD

62,97 USD

+0,365 USD

4,59%

TAT

Tate & Lyle

TATEx1,106

0,33%

8,192 USD

7,41 USD

+2,888 USD

54,44%

AstraZeneca

AZNx0,0416

0,31%

7,667 USD

184,17 USD

-0,289 USD

3,64%

Unilever PLC

ULVRx0,122

0,30%

7,353 USD

60,05 USD

-0,604 USD

7,59%

BT Group

BT.Ax2,719

0,29%

7,176 USD

2,64 USD

-0,78 USD

9,81%

Barclays

BARCx1,001

0,27%

6,734 USD

6,728 USD

+1,429 USD

26,95%

Games Workshop

GAWx0,0228

0,27%

6,602 USD

289,13 USD

+1,298 USD

24,46%

Standard Life plc

PHNXx0,564

0,25%

6,242 USD

11,06 USD

+0,937 USD

17,66%

Bunzl

BNZLx0,173

0,25%

6,138 USD

35,53 USD

+0,834 USD

15,72%

BAE Systems

BA.x0,257

0,25%

6,128 USD

23,88 USD

-1,829 USD

22,98%

Abrdn

ABDNx1,904

0,24%

5,90 USD

3,098 USD

+0,595 USD

11,22%

Moneysuprmkt

MONYx2,393

0,23%

5,843 USD

2,442 USD

+0,539 USD

10,16%

Renewables Ifra

TRIGx5,848

0,23%

5,764 USD

0,986 USD

+0,46 USD

8,67%

Greencoat UK Wind

UKWx4,107

0,23%

5,761 USD

1,403 USD

+0,456 USD

8,60%

ABF

ABFx0,212

0,22%

5,495 USD

25,89 USD

+0,19 USD

3,58%

British American Tobacco

BATSx0,0883

0,22%

5,459 USD

61,85 USD

+0,154 USD

2,91%

Glencore PLC

GLENx0,757

0,21%

5,139 USD

6,785 USD

-0,165 USD

3,11%

GlaxoSmithkline

GSKx0,198

0,20%

5,075 USD

25,62 USD

-0,229 USD

4,32%

United UT Grp

UU.x0,29

0,20%

5,072 USD

17,48 USD

-0,232 USD

4,38%

AG Barr

BAGx0,602

0,20%

5,026 USD

8,347 USD

-0,279 USD

5,25%

Sage Group

SGEx0,464

0,20%

5,016 USD

10,82 USD

-0,288 USD

5,43%

TSC

Tesco

TSCOx0,815

0,20%

4,896 USD

6,01 USD

-0,408 USD

7,69%

Relx

RELx0,155

0,19%

4,823 USD

31,21 USD

-0,481 USD

9,07%

RECKITT BENCK.LS-,1041666

RKTx0,0732

0,19%

4,653 USD

63,55 USD

-0,652 USD

12,29%

Imperial Brands

IMBx0,124

0,18%

4,585 USD

36,89 USD

-0,72 USD

13,57%

SSE

SSEx0,145

0,18%

4,531 USD

31,29 USD

-0,773 USD

14,58%

OXL

Oxford Lane Capital Corp

OXLCx-0,000000002

0,00%

0,00 USD

+0,00 USD

0,00%

Dati LSX · Dati finanziari di FactSet

Venduto

Allocazione

Patrimonio totale

2489,74 USD

Performance

Performance del portafoglio

Stiamo calcolando la performance del tuo portafoglio.

Dati LSX · Dati finanziari di FactSet