Simple Portfolio
€205,233.26 54% p.a. (€97,766.00)
Capital gains/losses
52.89% p.a.
€96,260.58
Dividends
1.22% p.a.
€1,635.74
Fees
-0.12% p.a.
-€130.32
Benchmark
26.21% p.a.
€43,990.48

Holdings

Name Value Net profit/loss %
iShares Core MSCI World UCITS ETF
IE00B4L5Y983
€87,989.55
1148.0 shares
€23,094.78
25.63% p.a.
43%
Ethereum
ETH
€41,836.65
14.7216 shares
€40,011.17
469.71% p.a.
20%
Apple Inc
US0378331005
€33,262.34
220.0 shares
€12,668.24
49.29% p.a.
16%
Microsoft Corporation
US5949181045
€11,652.49
43.0 shares
€7,153.17
45.57% p.a.
6%
Coca-Cola Co
US1912161007
€10,886.84
203.0 shares
€2,713.11
24.08% p.a.
5%
Bitcoin
BTC
€10,721.00
0.2879 shares
€8,940.69
140.43% p.a.
5%
Litecoin
LTC
€5,726.41
47.8438 shares
€3,940.38
111.98% p.a.
3%
AT&T, Inc.
US00206R1023
€3,157.98
133.0 shares
-€755.53
-5.19% p.a.
2%

Dividends

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Tax reports

Tax year Net realized gains/losses Dividend income
2022 €0.00 €0.00 View details
2021 €71.23 €906.56 View details
2020 €0.00 €729.17 View details

Trades

Add trades
Trade date Name Quantity Price Brokerage fee
Apr 1, 2021
12:00 AM
Apple Inc
US0378331005
Buy 82.0
€8,489.54
$9,953.98
€8.53
$10.00
Apr 1, 2021
12:00 AM
Microsoft Corporation
US5949181045
Sell -22.0
-€4,413.88
-$5,175.28
€8.53
$10.00
Apr 1, 2021
12:00 AM
iShares Core MSCI World UCITS ETF
IE00B4L5Y983
Buy 325.0
€21,312.24
$24,988.60
€8.53
$10.00
Apr 1, 2021
12:00 AM
AT&T, Inc.
US00206R1023
Sell -328.0
-€8,548.98
-$10,023.68
€8.53
$10.00
Jan 4, 2021
12:00 AM
iShares Core MSCI World UCITS ETF
IE00B4L5Y983
Buy 137.0
€8,117.80
$9,961.36
€8.15
$10.00
Jan 4, 2021
12:00 AM
Apple Inc
US0378331005
Buy 74.0
€8,051.89
$9,880.48
€8.15
$10.00
Oct 1, 2020
12:00 AM
iShares Core MSCI World UCITS ETF
IE00B4L5Y983
Buy 154.0
€8,499.59
$9,951.32
€8.54
$10.00
Oct 1, 2020
12:00 AM
Coca-Cola Co
US1912161007
Buy 203.0
€8,527.11
$9,983.54
€8.54
$10.00
Jul 1, 2020
12:00 AM
AT&T, Inc.
US00206R1023
Buy 334.0
€8,918.20
$9,986.60
€8.93
$10.00
Jul 1, 2020
12:00 AM
Litecoin
LTC
Buy 47.8438
€1,786.03
$2,000.00