Portafoglio investitori su getquin

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Max W.

🇨🇭 Svizzera · @axlemaxle

• 27 - 🇩🇪in🇨🇭
• Börse seit 01/24 - Neustart 09/25
• Buy & Hold
• 100% selfmade

Mostra di più

Posizioni20

Dividendi ricevuti33,80 USD

Investito da09.2025

Posizioni

Titolo

Peso

Posizione

P/L

Vanguard FTSE All-World ETF

VWRLx16,9

32,85%

2817,04 USD

166,73 USD

+114,28 USD

4,23%

Main Street Capital

MAINx7

5,09%

436,65 USD

62,38 USD

-8,56 USD

1,92%

OBD

Blue Owl Capital

OBDCx30

4,63%

396,95 USD

13,23 USD

-15,69 USD

3,80%

Rio Tinto PLC

RIOx5

4,48%

383,91 USD

76,78 USD

+61,94 USD

19,24%

Shell

SHELx10

4,25%

364,89 USD

36,49 USD

+8,69 USD

2,44%

Lindt & Spruengl

LISNx0,0025

4,23%

363,01 USD

145.204,84 USD

-22,47 USD

5,83%

Zoetis

ZTSx3

4,12%

353,74 USD

117,91 USD

-70,99 USD

16,72%

British American Tobacco

BATSx6

4,10%

351,27 USD

58,55 USD

+40,43 USD

13,01%

Visa

Vx1

4,03%

345,70 USD

-2,09 USD

0,60%

Realty Income

Ox6

4,01%

343,98 USD

57,33 USD

-14,04 USD

3,92%

Ahold Delhaize

ADx8

3,83%

328,49 USD

41,06 USD

+8,67 USD

2,71%

Mondelez

MDLZx6

3,77%

323,17 USD

53,86 USD

-57,55 USD

15,12%

McDonald's

MCDx1

3,62%

310,42 USD

+7,89 USD

2,61%

Novo Nordisk

NOVO Bx6

3,53%

302,78 USD

50,46 USD

-45,74 USD

13,12%

PepsiCo

PEPx2

3,48%

298,39 USD

149,20 USD

+15,92 USD

5,64%

Salesforce

CRMx1

3,05%

261,47 USD

+0,39 USD

0,15%

Equinor

EQNRx10

2,68%

229,81 USD

22,98 USD

-5,85 USD

2,48%

Hercules Capital

HTGCx10

2,21%

189,58 USD

18,96 USD

+15,77 USD

9,07%

Microsoft

MSFTx0,205

1,16%

99,09 USD

483,60 USD

-1,06 USD

1,06%

Deere

DEx0,16

0,89%

76,39 USD

476,85 USD

+2,21 USD

2,98%

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

Allocazione

Patrimonio totale

8576,74 USD

Performance

Performance del portafoglio

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