Family portfolio
€58,777
+€9,720 · +19.8%since purchase+4.7%this year
Positions
9
across 3 brokers
Invested
€49,057
Cost basis of open positions
Unrealised gain
+€9,720
+19.8% since purchase
2026 YTD return
+4.7%
MSCI World +8.1%
Value vs invested
Since 2021 · top line ≈ €59,580
Market valueInvested
202120222023202420252026
Members
Click to open an individual view
Y
You
Account holder
€27,710
47.1%
A
Ana
Spouse · own accounts
€19,545
33.3%
S
Sofia
Daughter · held in your accounts
€11,522
19.6%
Largest positions
VWCE
Vanguard FTSE All-World
IWDA
iShares Core MSCI World
IBGS
iShares € Govt Bond 1-3yr
ASML
ASML Holding
AAPL
Apple
Advisor note
2025 brief
Top suggestion
Review Novo Nordisk. Down −59.7% (−€1,552). Realising the loss could offset future realised gains; decide whether the original thesis still holds before rebuying.