My Portfolio - EasyPortfolio

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Total Portfolio

€395,453.70

Change:

+8.97%

Invested:

€362,912.78

Total Profit

+€32,540.92

Capital Gain:

€32,028.20

Dividends:

€512.72

Passive income

0.00% -100.0%

€0.00 annually

IRR

+8.68%

Annualized

Time-weighted

Portfolio Evolution

Investment growth over time

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Portfolio Allocation

Asset distribution by value

Stocks: 90.2%

ETFs: 6.4%

Crypto: 3.4%

Sector Allocation

Portfolio distribution by industry sector

Yearly Contributions

Total amount invested per year

Annual

Average

Average / Year €102310.01

Yearly Transactions

Amount of buys, sells & dividends per year

Buys

Sells

Dividends

ULVR

Unilever PLC

€4680.00

+7.85%

Qty: 64.0

Avg Price: €4339.41

Return: +€21,797.74

Balance: €299,520.00

Portfolio: 75.7%

ASML

ASML Holding NV

€710.50

+10.08%

Qty: 14.6

Avg Price: €645.43

Return: +€949.95

Balance: €10,373.30

Portfolio: 2.6%

NOVO-B

Novo Nordisk A/S

€850.00

+9.64%

Qty: 12.15

Avg Price: €775.24

Return: +€908.35

Balance: €10,327.50

Portfolio: 2.6%

LVMH Moët Hennessy

€780.00

+3.97%

Qty: 7.8

Avg Price: €750.22

Return: +€232.30

Balance: €6,084.00

Portfolio: 1.5%

MSFT

Microsoft Corp

€440.00

+21.32%

Qty: 12.15

Avg Price: €362.68

Return: +€939.44

Balance: €5,346.00

Portfolio: 1.4%

SAP

SAP SE

€185.00

+19.35%

Qty: 28.2

Avg Price: €155.01

Return: +€845.78

Balance: €5,217.00

Portfolio: 1.3%

SIE

Siemens AG

€175.00

+12.90%

Qty: 25.3

Avg Price: €155.00

Return: +€506.03

Balance: €4,427.50

Portfolio: 1.1%

SHEL

Shell PLC

€33.40

+13.45%

Qty: 121.0

Avg Price: €29.44

Return: +€478.76

Balance: €4,041.40

Portfolio: 1.0%

TTE

TotalEnergies SE

€63.50

+9.99%

Qty: 60.0

Avg Price: €57.73

Return: +€346.08

Balance: €3,810.00

Portfolio: 1.0%

ALV

Allianz SE

€275.00

+12.19%

Qty: 13.6

Avg Price: €245.12

Return: +€406.32

Balance: €3,740.00

Portfolio: 0.9%

AAPL

Apple Inc

€210.00

+16.73%

Qty: 18.0

Avg Price: €179.90

Return: +€541.73

Balance: €3,780.00

Portfolio: 1.0%

Asset	Qty	Avg Price	Current	Change	Return	Balance	Portfolio %	Actions
UL ULVR Unilever PLC	64.0	€4339.41	€4680.00	7.9%	+€21,798	€299,520	75.7%	View Trades View Details
AS ASML ASML Holding NV	14.6	€645.43	€710.50	10.1%	+€950	€10,373	2.6%	View Trades View Details
NO NOVO-B Novo Nordisk A/S	12.15	€775.24	€850.00	9.6%	+€908	€10,328	2.6%	View Trades View Details
MC MC LVMH Moët Hennessy	7.8	€750.22	€780.00	4.0%	+€232	€6,084	1.5%	View Trades View Details
MS MSFT Microsoft Corp	12.15	€362.68	€440.00	21.3%	+€939	€5,346	1.4%	View Trades View Details
SA SAP SAP SE	28.2	€155.01	€185.00	19.4%	+€846	€5,217	1.3%	View Trades View Details
SI SIE Siemens AG	25.3	€155.00	€175.00	12.9%	+€506	€4,428	1.1%	View Trades View Details
SH SHEL Shell PLC	121.0	€29.44	€33.40	13.5%	+€479	€4,041	1.0%	View Trades View Details
TT TTE TotalEnergies SE	60.0	€57.73	€63.50	10.0%	+€346	€3,810	1.0%	View Trades View Details
AL ALV Allianz SE	13.6	€245.12	€275.00	12.2%	+€406	€3,740	0.9%	View Trades View Details
AA AAPL Apple Inc	18.0	€179.90	€210.00	16.7%	+€542	€3,780	1.0%	View Trades View Details

VWCE

Vanguard FTSE All-World

€118.00

+10.75%

Qty: 100.0

Avg Price: €106.55

Return: +€1,145.49

Balance: €11,800.00

Portfolio: 3.0%

CSPX

iShares Core S&P 500

€520.00

+11.89%

Qty: 14.1

Avg Price: €464.76

Return: +€778.93

Balance: €7,332.00

Portfolio: 1.9%

IWDA

iShares Core MSCI World

€87.00

+9.49%

Qty: 70.0

Avg Price: €79.46

Return: +€527.84

Balance: €6,090.00

Portfolio: 1.5%

Asset	Qty	Avg Price	Current	Change	Return	Balance	Portfolio %	Actions
VW VWCE Vanguard FTSE All-W…	100.0	€106.55	€118.00	10.8%	+€1,145	€11,800	3.0%	View Trades View Details
CS CSPX iShares Core S&P 500	14.1	€464.76	€520.00	11.9%	+€779	€7,332	1.9%	View Trades View Details
IW IWDA iShares Core MSCI W…	70.0	€79.46	€87.00	9.5%	+€528	€6,090	1.5%	View Trades View Details

Asset	Qty	Avg Price	Current	Change	Return	Balance	Portfolio %	Actions
ET ETH Ethereum	3.5	€1774.83	€1750.00	-1.4%	€-87	€6,125	1.5%	View Trades View Details
BT BTC Bitcoin	0.12	€43474.25	€62000.00	42.6%	+€2,223	€7,440	1.9%	View Trades View Details

Price data by

Total Portfolio

Total Profit

Passive income

IRR

Portfolio Evolution

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Portfolio Allocation

Sector Allocation

Yearly Contributions

Yearly Transactions

Stocks

ETFs

Crypto

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