| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Portfolio Overview Dashboard | Today's Change | Realized Gain/Loss | Unrealized Gain/Loss | Total Invested | Net Worth | ||||||||||||
2 | #N/A | #N/A | #N/A | -€4,231.03 | -2.35% | €64,759.03 | 56.32% | €119,212.56 | €179,740.56 | |||||||||
3 | ||||||||||||||||||
4 | Stock Holdings | Cash Surplus: | €10.32 | |||||||||||||||
5 | Ticker | Exchange | Current Price | Units | Av. Cost | Invested | Market Value | Gain/Loss | Today's Change | Stock Allocation | Portfolio Allocation | Last Month | ||||||
6 | IWDA | AMS | €95.40 | 387 | €61.06 | €23,629.61 | €36,919.80 | €13,290.19 | 56.24% | €3.87 | 0.01% | 75.99% | 20.54% | |||||
7 | EMIM | AMS | €31.92 | 311 | €26.66 | €8,291.37 | €9,927.12 | €1,635.75 | 19.73% | -€18.66 | -0.18% | 20.43% | 5.52% | |||||
8 | IUSN | XET | €6.97 | 248 | €4.31 | €1,068.70 | €1,728.65 | €659.95 | 61.75% | -€16.09 | -0.88% | 3.56% | 0.96% | |||||
9 | €33,000.00 | €48,585.89 | €15,585.89 | 47.23% | -€30.88 | -0.06% | 27.03% | |||||||||||
10 | ||||||||||||||||||
11 | Cryptocurrency Holdings | Cash Surplus: | €0.00 | |||||||||||||||
12 | Ticker | Currency | Current Price | Units | Av. Cost | Invested | Market Value | Gain/Loss | Today's Change | Crypo Allocation | Portfolio Allocation | Last Month | ||||||
13 | BTC | EUR | €59,768.55 | 0.5000 | €5,083.10 | €2,541.55 | €29,884.27 | €27,342.72 | 1075.83% | #N/A | #N/A | 55.20% | 16.63% | #N/A | ||||
14 | ETH | EUR | €2,945.51 | 8.2355 | €294.75 | €2,427.42 | €24,257.84 | €21,830.42 | 899.33% | #N/A | #N/A | 44.80% | 13.50% | #N/A | ||||
15 | €4,968.97 | €54,142.11 | €49,173.14 | 989.60% | #N/A | #N/A | 30.12% | |||||||||||
16 | ||||||||||||||||||
17 | Real Estate Holdings | Portfolio by Category | Portfolio Growth | |||||||||||||||
18 | Location | Equity | Portfolio Allocation | Category | Market Value | Month | Market Value | |||||||||||
19 | Oostakkerdorp 7 | €31,331.45 | 17.43% | Stock Holdings | €48,585.89 | March 2024 | €167,326.77 | |||||||||||
20 | €31,331.45 | 17.43% | Cryptocurrency Holdings | €54,142.11 | April 2024 | €163,683.97 | ||||||||||||
21 | Real Estate Holdings | €31,331.45 | May 2024 | €177,470.43 | ||||||||||||||
22 | Company Holdings | Company Holdings | €39,068.16 | June 2024 | €178,753.25 | |||||||||||||
23 | Company | Value | Portfolio Allocation | Cash Holdings | €18,700.00 | July 2024 | €179,454.39 | |||||||||||
24 | MLT Real Estate | €34,068.16 | 18.95% | Pension Savings | €5,090.14 | Actual | €179,740.56 | |||||||||||
25 | ME Plaza | €5,000.00 | 2.78% | |||||||||||||||
26 | €39,068.16 | 21.74% | ||||||||||||||||
27 | ||||||||||||||||||
28 | Cash Holdings | |||||||||||||||||
29 | Account | Amount | Portfolio Allocation | |||||||||||||||
30 | Savings Account | €18,500.00 | 10.29% | |||||||||||||||
31 | Personal Company | €200.00 | 0.11% | |||||||||||||||
32 | €18,700.00 | 10.40% | ||||||||||||||||
33 | ||||||||||||||||||
34 | Pension Savings | |||||||||||||||||
35 | Storage | Amount | Portfolio Allocation | |||||||||||||||
36 | Group Insurance | €5,090.14 | 2.83% | |||||||||||||||
37 | €5,090.14 | 2.83% | ||||||||||||||||
38 | ||||||||||||||||||
39 | Personal Debt | |||||||||||||||||
40 | Description | Value | ||||||||||||||||
41 | Loan Parents | -€17,177.19 | ||||||||||||||||
42 | ||||||||||||||||||