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Juliam

🇦🇹 Austria · @Julian_Portfolio

Posizioni16

Dividendi ricevuti174,26 USD

Investito da05.2024

Posizioni

Titolo

Peso

Posizione

P/L

iShares Core MSCI World ETF

IWDAx73,67

38,71%

8759,44 USD

118,90 USD

+677,22 USD

8,38%

Bausparvertrag

18,58%

4204,68 USD

+196,09 USD

4,89%

iShares Core MSCI EM IMI ETF

EIMIx91,66

16,00%

3620,04 USD

39,49 USD

+391,01 USD

12,11%

Microsoft

MSFTx3,2

7,07%

1599,43 USD

499,89 USD

+159,88 USD

11,11%

DHL Group

DHLx10,59

2,19%

495,51 USD

46,77 USD

+41,08 USD

9,04%

Allianz

ALVx1,122

2,02%

457,50 USD

407,59 USD

+128,69 USD

39,14%

Amazon

AMZNx2,052

2,00%

453,58 USD

221,01 USD

+68,57 USD

17,81%

LVMH

MCx0,76

1,96%

443,15 USD

583,06 USD

-104,72 USD

19,11%

Novo-Nordisk ADR repsg 1 B

NVOx6,244

1,96%

442,73 USD

70,90 USD

-220,94 USD

33,29%

Apple

AAPLx1,901

1,79%

404,41 USD

212,70 USD

-33,53 USD

7,66%

SAP

SAPx1,299

1,77%

400,60 USD

308,34 USD

+125,61 USD

45,68%

Caterpillar

CATx0,9

1,63%

368,60 USD

409,69 USD

+40,17 USD

12,23%

McDonald's

MCDx1,019

1,35%

304,98 USD

299,28 USD

+30,35 USD

11,05%

Volkswagen

VOWx2,335

1,17%

264,42 USD

113,24 USD

-10,57 USD

3,85%

Porsche Automobil Holding

PAH3x5,77

1,03%

233,04 USD

40,39 USD

-31,09 USD

11,77%

Cash Balance

0,77%

173,76 USD

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

Venduto

Allocazione

Patrimonio totale22.625,88 USD

Performance

Performance del portafoglio

Stiamo calcolando la performance del tuo portafoglio.

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