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market_expert_deqcq

@market_expert_deqcq · 🇮🇹 Italia

20 y/o investor trying to let compound interest do the heavy lifting while I sip coffee and pretend to know what I’m doing

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Posizioni16

Investito da09.2024

Posizioni

Titolo

Peso

Posizione

P/L

iShares Core S&P 500 ETF

CSPXx2,552

68,52%

1460,50 USD

572,29 USD

-103,22 USD

6,60%

Berkshire Hathaway (B)

BRK.Bx0,631

15,60%

332,41 USD

526,80 USD

+35,26 USD

11,87%

Vanguard FTSE All-World ETF

VWCEx0,82

5,16%

110,02 USD

134,17 USD

+5,92 USD

5,68%

VanEck VanEck Developed Markets Div Lead ETF

TDIVx1,807

3,95%

84,24 USD

46,61 USD

+3,30 USD

4,08%

SPDR S&P U.S. Dividend Aristocrats ETF

SPYDx0,726

2,45%

52,18 USD

71,88 USD

-0,32 USD

0,61%

Invesco FTSE All World ETF

FWRGx3

0,93%

19,81 USD

6,602 USD

+0,84 USD

4,42%

Realty Income

Ox0,316

0,86%

18,30 USD

57,90 USD

+1,14 USD

6,62%

Johnson&Johnson

JNJx0,0728

0,53%

11,29 USD

155,04 USD

-0,14 USD

1,26%

Altria Group

MOx0,117

0,32%

6,834 USD

58,44 USD

+0,029 USD

0,42%

Coca-Cola

KOx0,0753

0,26%

5,516 USD

73,24 USD

+0,08 USD

1,48%

Microsoft

MSFTx0,0142

0,25%

5,364 USD

377,14 USD

-0,071 USD

1,30%

JP Morgan

JPMx0,022

0,25%

5,294 USD

240,98 USD

-0,141 USD

2,60%

Procter Gamble

PGx0,032

0,25%

5,271 USD

164,83 USD

-0,164 USD

3,01%

Visa

Vx0,0157

0,25%

5,266 USD

334,92 USD

-0,169 USD

3,12%

AbbVie

ABBVx0,0264

0,22%

4,661 USD

176,72 USD

-0,775 USD

14,25%

Chevron

CVXx0,0324

0,21%

4,422 USD

136,55 USD

-1,013 USD

18,64%

LSX Data · Dati finanziari di FactSet

Venduto

Allocazione

Patrimonio totale2131,37 USD

Performance

Performance del portafoglio

Stiamo calcolando la performance del tuo portafoglio.

LSX Data · Dati finanziari di FactSet