Simple Portfolio
Jan 2, 2020—Oct 26, 2021
€215,396.38 72.19% p.a. (€107,728.87)
Capital gains/losses
70.95% p.a.
€106,423.70
Dividends
1.39% p.a.
€1,435.49
Fees
-0.15% p.a.
-€130.32
Benchmark
28.12% p.a.
€39,155.47

Holdings

Name Value Net profit/loss %
iShares Core MSCI World UCITS ETF
IE00B4L5Y983
€86,202.38
1148.0 shares
€21,307.61
29.24% p.a.
40%
Ethereum
ETH
€53,471.40
14.7216 shares
€51,645.91
759.63% p.a.
25%
Apple Inc
US0378331005
€28,183.06
220.0 shares
€7,547.08
38.58% p.a.
13%
Bitcoin
BTC
€15,639.83
0.2879 shares
€13,859.53
230.79% p.a.
7%
Microsoft Corporation
US5949181045
€11,419.11
43.0 shares
€6,896.19
50.12% p.a.
5%
Coca-Cola Co
US1912161007
€9,487.80
203.0 shares
€1,238.67
13.71% p.a.
4%
Litecoin
LTC
€8,053.81
47.8438 shares
€6,267.77
212.85% p.a.
4%
AT&T, Inc.
US00206R1023
€2,939.00
133.0 shares
-€1,033.90
-7.57% p.a.
1%

Dividends

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Tax reports

Tax year Net realized gains/losses Dividend income
2021 €71.23 €706.31 View details
2020 €0.00 €729.17 View details

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