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Buddy
🇩🇪 Germania · @Dampfhammer

Investiert bei Scalable Capital seit 01.01.2023

Alter: 29 Jahre.
Anlagedauer: 31 Jahre

Strategie: Core Satellite mit Blick auf Dividenden

Core:
~50 % Vanguard FTSE All World UCITS ETF

Satellite:
~ 30 % Value-Aktien, ~ 20 % Growth-Aktien

Road to 100K:
🟢⚪️⚪️⚪️⚪️⚪️⚪️⚪️⚪️⚪️

Posizioni9
Dividendi ricevuti619,48 USD
Investito da06.2023

Posizioni

Titolo
Peso
Posizione
P/L
Vanguard FTSE All-World ETF logo
Vanguard FTSE All-World ETF
VWRLx58,54
45,60% 
10.051,92 USD
171,71 USD
+2330,49 USD
30,18%
Procter Gamble logo
Procter Gamble
PGx20,16
13,98% 
3081,39 USD
152,82 USD
-70,87 USD
2,25%
Johnson&Johnson logo
Johnson&Johnson
JNJx10,52
11,01% 
2425,76 USD
230,56 USD
+835,65 USD
52,55%
Realty Income logo
Realty Income
Ox35,15
9,66% 
2128,64 USD
60,56 USD
+251,50 USD
13,40%
Oracle logo
Oracle
ORCLx9,592
7,02% 
1548,00 USD
161,38 USD
+289,69 USD
23,02%
Coca-Cola logo
Coca-Cola
KOx13,74
4,67% 
1029,09 USD
74,90 USD
+192,94 USD
23,08%
Iberdrola logo
Iberdrola
IBEx44,55
4,51% 
995,11 USD
22,34 USD
+273,59 USD
37,92%
DBS Group Holdings logo
DBS Group Holdings
D05x13,64
2,89% 
636,29 USD
46,65 USD
+92,59 USD
17,03%
Xtrackers MSCI Europe Small Cap ETF logo
Xtrackers MSCI Europe Small Cap ETF
XXSCx1,74
0,66% 
145,51 USD
83,62 USD
+11,56 USD
8,63%
<contenitore>Dati LSX</contenitore> · Dati finanziari di FactSet

Venduto

Allocazione

Patrimonio totale

22.041,69 USD

Performance

Performance del portafoglio

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