Investor portfolio on getquin

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Patrick Schäfer

🇩🇪 Germany · @Hotte1909

TR Code freue mich wenn ihr ihn benutzt
https://refnocode.trade.re/mm5nc1j5

Positions40

Dividend received$58,233.68

Investing since07.2005

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

VWRLx2,240

29.99%

$336,121.43

$150.05

+$33,664.94

11.13%

VanEck VanEck Developed Markets Div Lead ETF

TDIVx2,863.69

12.72%

$142,541.42

$49.78

+$18,155.86

14.60%

Nu Holdings

NUx4,500

5.44%

$60,948.54

$13.54

+$17,476.90

40.20%

Rocket Lab Corp

RKLBx1,600

4.86%

$54,473.46

$34.05

+$22,204.39

68.81%

Nintendo

7974x500

0.00%

$46,631.94

$93.26

+$0.00

16.80%

KSB Pref Shs

KSB3x45

4.14%

$46,402.14

$1,031.16

+$16,481.43

55.08%

Goldman Sachs

GSx56

3.53%

$39,593.19

$707.02

+$11,019.84

38.57%

Costco Wholesale

COSTx40

3.51%

$39,379.65

$984.49

+$6,032.89

18.09%

Fastenal

FASTx822

3.15%

$35,304.27

$42.95

+$6,627.66

23.11%

Ferrari

RACEx71.95

3.15%

$35,249.73

$489.89

+$4,020.19

12.87%

FMC

FMCx765

2.94%

$33,004.92

$43.14

-$4,589.86

12.21%

McDonald's

MCDx105

2.79%

$31,287.42

$297.98

+$4,515.53

16.87%

Johnson&Johnson

JNJx200

2.78%

$31,203.45

$156.02

-$561.27

1.77%

Solvay

SOLBx900

2.76%

$30,895.88

$34.33

+$2,670.55

9.46%

PepsiCo

PEPx227.19

2.75%

$30,779.38

$135.48

-$5,919.80

16.13%

Amazon

AMZNx100

1.98%

$22,145.75

$221.46

+$2,863.50

14.85%

BYD

1211x1,222.17

1.73%

$19,361.05

$15.84

+$1,948.10

11.19%

Lotus Bakeries

LOTBx2

1.72%

$19,315.07

$9,657.54

+$1,205.26

6.66%

Shell

SHELx500

1.59%

$17,800.75

$35.60

+$1,189.05

7.16%

Alphabet

GOOGLx75

1.18%

$13,169.37

$175.59

+$1,819.63

16.03%

SBM Offshore

SBMOx412.06

0.97%

$10,887.19

$26.42

+$2,835.26

35.21%

iShares Core MSCI World ETF

IWDAx90.08

0.95%

$10,617.21

$117.86

+$849.88

8.70%

GFT Technologies

GFTx355

0.90%

$10,124.21

$28.52

+$1,711.73

20.35%

Loews

Lx100

0.82%

$9,221.51

$92.22

+$672.11

7.86%

Volkswagen Non-Voting Pref Shares

VOW3x85

0.80%

$8,951.16

$105.31

+$5,769.63

181.35%

Trade Desk

TTDx100

0.66%

$7,367.78

$73.68

+$533.97

7.81%

TUI

TUI1x500

0.40%

$4,522.37

$9.045

+$696.70

18.21%

JPM NASDAQ Eqt Prem Actv ETF D

JEPQx163.89

0.36%

$4,013.99

$24.49

+$361.53

9.90%

Main Street Capital

MAINx50

0.27%

$2,975.04

$59.50

+$512.04

20.79%

Deutsche Telekom

DTEx70

0.23%

$2,560.99

$36.59

+$844.99

49.24%

ASML

ASMLx1.597

0.11%

$1,268.34

$794.05

+$80.12

6.74%

Uber

UBERx13.26

0.11%

$1,212.46

$91.47

+$379.91

45.63%

DEU

DEUTSCHE TELEKOM AG 3.625% 25/45

0.11%

$1,201.62

$111.77

+$1,190.42

10,635.95%

Sony Group

6758x46.87

0.11%

$1,194.45

$25.48

+$263.13

28.25%

GERMANY, FEDERAL REPUBLIC OF (GOVERNMENT) 2.1% 22/29

0.10%

$1,167.52

$117.85

+$1,156.32

10,322.45%

FRoSTA

NLMx10.4

0.10%

$1,099.65

$105.71

+$377.66

52.31%

Microsoft

MSFTx1.914

0.08%

$941.83

$492.01

+$104.01

12.41%

MicroStrategy

MSTRx2.26

0.08%

$852.98

$377.40

+$15.83

1.89%

BlackRock Funding Inc

BLKx0.806

0.08%

$849.62

$1,054.26

+$9.59

1.14%

Procter Gamble

PGx4.457

0.06%

$720.77

$161.71

-$8.38

1.15%

Real-time data from LSX · Fundamentals & EOD data from FactSet

Sold

Allocation

Total Net Worth$1,167,359.47

Performance

Portfolio Performance

We are calculating your portfolio performance.

Real-time data from LSX · Fundamentals & EOD data from FactSet