Portefeuille MINDEO
Portefeuille MINDEO
# Type Dénomination Secteur Ticker Prix Quantité Investi ( ) Valeur ( ) PRU ( ) P/L ( ) Répartition Div /an Perf. Div
1 ETF Vanguard S&P500 ETF VOO $479.75 3.00 975 1,439.25 325 466 (47.8%) 10.19% 1.47 0.45%
2 Action AT&T Telecom T $17.21 25.00 425 430.25 17 6 (1.5%) 4.44% 1 5.88%
3 Action Caterpilar Industrie CAT $356.45 3.00 660 1,069.35 220 414 (62.8%) 6.90% 4.8 2.18%
4 ETF Amundi MSCI World ETF CW8 $495.14 3.00 1050 1,485.42 350 435 (41.5%) 10.98% 0 0.00%
5 Action Vinci Immobilier DG $156.06 2.00 500 312.12 250 -185 (-36.9%) 5.23% 3.25 1.30%
6 Action P&G Conso de base PG $161.99 3.00 500 485.97 137 -10 (-2.1%) 5.23% 3.65 2.66%
7 Reits Klépierre Immobilier LI $34.08 17.00 510 579.36 30 71 (13.9%) 5.33% 1.7 5.67%
8 Action J&J Santé JNJ $155.76 4.00 640 623.04 160 -13 (-2%) 6.69% 4.45 2.78%
Vanguard Emerging
9 ETF ETF VEE $33.91 40.00 1040 1,356.40 26 10.87% 0 0.00%
market 316 (30.4%)
10 Reits O realty Income Immobilier O $52.44 8.00 440 419.52 55 -18 (-4%) 4.60% 2.97 5.40%
Ishare US treasury
Obligations ETF IDTL $3.48 550.00 1925 1,914.00 3.5 20.13% 0.1 2.86%
11 Bond 20+y -11 (-0.6%)
12 Matière Première Or ETF IAU $41.30 30.00 900 1,239.00 30 339 (37.7%) 9.41% 0 0.00%
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Ticker bourse et secteur : https://www.sheet2site.com/google-finance-nasdaq-stocks/?search=