Professional Documents
Culture Documents
--- US STOCKS
APPLE Tech 3.70 36.49 NASDAQ:AAPL 134.99 134.14 0.63% 53.15 145.09 107.80 20.14% -4.98% 4.31% 17.43% 4.31% 69.35% 245.07% 474.18%
Berkshire Hathaway Inc -B- Holding 22,565.36 0.01 NYSE:BRK.B 232.24 229.32 0.63% 159.50 236.24 206.61 11.04% 2.15% 1.66% 12.64% 1.66% 3.18% 18.01% 83.50%
MICROSOFT Tech 6.71 35.67 NASDAQ:MSFT 239.51 239.65 -0.06% 132.52 242.64 206.75 13.68% 2.84% 10.02% 10.68% 10.02% 32.97% 172.17% 377.49%
AMAZON Tech 34.15 98.98 NASDAQ:AMZN 3,380.00 3,342.88 1.11% 1,626.03 3,552.25 3,001.96 11.18% 4.56% 6.07% 4.28% 6.07% 64.90% 143.17% 573.13%
Netflix inc Tech 5.89 93.10 NASDAQ:NFLX 548.16 539.04 1.69% 290.25 593.29 487.60 11.05% 4.75% 4.84% 10.30% 4.84% 48.55% 115.59% 562.11%
TESLA Tech 0.63 1,380.65 NASDAQ:TSLA 872.79 839.81 3.93% 70.10 900.40 408.40 53.21% 1.00% 19.60% 107.32% 19.60% 391.96% 1209.91% 2583.86%
NVIDIA Corp IT Hardware 6.12 88.61 NASDAQ:NVDA 542.27 529.48 2.42% 180.68 589.07 461.98 14.81% 4.95% 3.38% -1.72% 3.38% 119.43% 153.75% 1951.72%
ALPHABET IT Software en Diensten 51.75 37.08 NASDAQ:GOOGL 1,919.12 1,893.07 1.38% 1,008.87 1,949.37 1,569.07 18.24% 5.51% 11.18% 9.92% 11.18% 32.77% 80.64% 172.70%
Eli Lilly & Co. Farma & Biotech 6.79 29.11 NYSE:LLY 197.56 203.14 -2.75% 117.06 218.00 156.97 20.54% -4.82% 19.37% 32.96% 19.37% 37.73% 154.95% 165.82%
CITIGROUP Financial 4.88 12.20 NYSE:C 59.58 58.43 1.97% 32.00 80.77 51.20 14.07% 0.30% -0.93% 41.59% -0.93% -22.12% -18.68% 49.47%
IBM IT Hardware & Software 6.26 19.09 NYSE:IBM 119.44 120.54 -0.91% 90.56 158.75 122.56 -2.61% -2.47% -3.63% 6.74% -3.63% -19.90% -21.69% -7.10%
JP Morgan Chase & Co Financial 8.89 15.03 NYSE:JPM 133.61 129.62 3.08% 76.91 142.75 105.63 20.94% 4.50% 6.15% 33.28% 6.15% -1.24% 22.80% 131.36%
Johnson & Johnson Inc Pharma & Biotech 5.51 29.27 NYSE:JNJ 161.25 162.71 -0.90% 109.16 173.65 149.02 7.58% -3.95% 3.04% 15.67% 3.04% 6.37% 23.67% 60.38%
Pfizer Inc Pharma & Biotech 1.55 22.64 NYSE:PFE 34.99 35.80 -2.26% 27.88 43.08 35.49 -1.43% -3.45% -4.94% -1.05% -4.94% -2.02% 6.55% 27.24%
Procter & Gamble Co Grocery 5.29 24.34 NYSE:PG 128.79 128.97 -0.14% 94.34 146.92 130.99 -1.71% 0.32% -6.55% -8.43% -6.55% 2.49% 58.88% 58.61%
Salesforce Inc Software (cloud) 3.83 61.18 NYSE:CRM 234.20 228.46 2.51% 115.29 284.50 215.30 8.07% 4.19% 6.30% -6.60% 6.30% 24.35% 117.56% 300.27%
---ETF's
VanEck Global EW UCITS ETF (ex Think Global Equity) Global ETF stocks DI - - AMS:TGET 46.96 46.71 0.54% 31.71 48.18 42.15 10.24% 2.02% 4.03% 12.86% 4.03% 1.38% 18.50% 47.30%
iShares Core MSCI World UCITS ETF Global ETF stocks AC - - AMS:IWDA 62.26 62.04 0.35% 40.01 62.39 55.60 10.70% 1.83% 4.97% 10.35% 4.97% 7.20% 39.47% 83.93%
iShares MSCI World EUR Hedged Global ETF stocks AC - - AMS:IWDE 65.32 64.92 0.62% 39.54 65.32 57.48 12.00% 1.74% 3.49% 12.20% 3.49% 12.62% 27.26% 76.40%
iShares Core S&P 500 UCITS ETF S&P500 ETF stocks AC - - AMS:CSPX 322.40 322.06 0.11% 203.31 322.93 290.18 9.99% 2.04% 5.89% 8.14% 5.89% 8.23% 50.96% 104.39%
iShares S&P 500 EUR Hedged UCITS ETF (Acc) (EUR) S&P500 ETF stocks AC - - AMS:IUES 83.67 83.52 0.18% 48.66 83.81 73.71 11.91% 1.48% 3.80% 10.57% 3.80% 15.41% 34.56% 94.76%
SPDR S&P 500 ETF (SPY, USD) S&P500 ETF stocks AC - - NYSEARCA:SPY 381.55 376.23 1.41% 218.26 385.85 335.34 12.11% 1.91% 3.46% 11.06% 3.46% 15.95% 44.56% 103.01%
iShares Core S&P 500 ETF (IVV,USD) S&P500 ETF stocks AC - - NYSEARCA:IVV 382.96 377.60 1.42% 220.28 387.20 336.54 12.12% 1.89% 3.44% 11.09% 3.44% 15.83% 43.94% 102.79%
Vanguard S&P 500 ETF (VOO, USD) S&P500 ETF stocks AC - - NYSEARCA:VOO 350.74 345.77 1.44% 200.55 354.65 308.25 12.11% 1.89% 3.45% 11.13% 3.45% 15.97% 44.46% 103.55%
iShares Euro Aggregate Bond UCITS ETF Bonds ETF DI - - AMS:IEAG 129.30 129.24 0.05% 119.66 129.65 128.50 0.62% -0.25% -1.09% -0.71% -1.09% 0.83% 7.54% 6.77%
iShares Core Euro Corporate Bond Bonds ETF DI - - AMS:IEAC 135.59 135.52 0.05% 115.34 135.62 133.66 1.42% 0.03% -0.86% 0.30% -0.86% 0.50% 4.46% 7.89%
Think iBoxx Corporate Bond UCITS ETF Bonds ETF DI - - AMS:TCBT 18.90 18.94 -0.23% 16.14 19.23 18.67 1.21% -0.32% -0.79% 0.05% -0.79% -0.11% 5.00% 3.96%
ISHS EO H.YIELD CORP BD U.ETF HY Bonds ETF DI - - LON:IHYG 103.13 102.92 0.20% 82.00 107.53 98.78 4.22% 0.72% 0.37% 4.31% 0.37% -2.45% -3.65% 1.69%
Shares Core U.S. Aggregate Bond ETF Bonds ETF DI - - NYSEARCA:AGG 117.05 117.23 -0.15% 105.56 119.73 117.88 -0.71% -0.40% -0.84% -0.76% -0.84% 2.68% 8.75% 7.07%
iShares MSCI Brazil UCITS ETF Brazil ETF DI - - AMS:IBZL 23.65 23.36 1.24% 14.80 31.74 20.99 11.25% 4.51% -2.39% 23.11% -2.39% -23.98% -20.64% 62.10%
iShares MSCI Emerging Markets UCITS ETF (Acc) EM ETF AC - - AMS:IEMA 38.32 38.00 0.84% 22.55 38.42 31.27 18.39% 3.04% 9.30% 18.31% 9.30% 19.38% 26.64% 92.27%
iShares MSCI Turkey UCITS ETF Turkey ETF DI - - AMS:ITKY 12.84 12.71 1.04% 8.70 16.20 11.04 13.99% 4.73% 3.22% 39.26% 3.22% -19.40% -44.51% -41.02%
ISHARES CORE DAX UCITS ETF Germany ETF AC - - FRA:EXS1 118.56 117.88 0.58% 70.81 120.30 108.03 8.88% 2.07% 1.65% 12.83% 1.65% 4.24% 8.79% 44.34%
iShares EuroStoxx 50 UCITS ETF Eurostoxx50 DI - - AMS:EUEA 36.80 36.41 1.07% 24.18 39.14 33.51 8.94% 2.54% 1.85% 14.64% 1.85% -2.77% 4.01% 25.94%
Lyxor Stoxx Europe 600 (DR) - UCITS ETF Eurostoxx600 AC - - EPA:MEUD 171.76 170.18 0.93% 114.79 177.67 154.90 9.82% 1.80% 1.96% 13.06% 1.96% 0.10% 17.05% 44.91%
iShares Core MSCI Emerging Markets IMI UCITS ETF EM ETF AC - - AMS:EMIM 32.04 31.77 0.85% 18.70 32.10 26.16 18.34% 3.09% 8.87% 18.36% 8.87% 19.29% 26.59% 91.28%
Lyxor UCITS ETF PEA MSCI World -C- SWITZERLAND ETF AC - - EPA:EWLD 20.78 20.71 0.36% 13.37 20.82 18.57 10.66% 1.91% 4.95% 10.30% 4.95% 7.11% 39.28% 82.60%
LYXOR BEL 20 TR DR UCITS ETF BEL20 DI - - EBR:BEL 56.09 55.35 1.34% 35.90 62.14 50.40 10.15% 4.24% 3.62% 17.91% 3.62% -5.95% -7.07% 14.26%
iShares STOXX Europe 50 UCITS ETF EUROPE 50 ETF DI - - AMS:EUNA 32.30 32.03 0.86% 24.30 35.98 30.51 5.55% 0.59% 1.67% 9.86% 1.67% -7.42% 2.80% 15.94%
iShares S&P 500 Information Tech Sec ETF S&P500 TECH ETF AC - - FRA:QDVE 14.02 13.95 0.52% 7.99 14.02 12.18 13.10% 1.37% 7.02% 11.27% 7.02% 24.73% 118.38% 249.63%
WT PHYSICAL SILVER (USD) SILVER ETF - - LON:PHAG 24.96 25.04 -0.32% 11.00 28.08 21.23 14.95% 5.63% -2.08% 11.18% -2.08% 51.00% 56.69% 76.27%
---INDICES
Euro Stoxx 50 Eurozone stocks - - INDEXSTOXX:SX5E 3,620.17 3,590.46 0.83% 3,261.86 3,708.82 3,286.74 9.21% 2.37% 1.56% 14.52% 1.56% -3.00% 4.06% 25.73%
Dow Jones Industrial Average DOW (US 30 largest) - - INDEXDJX:.DJI 30,687.48 30,211.91 1.57% 18,213.65 31,272.22 27,644.73 9.92% 1.27% 1.53% 10.20% 1.53% 6.53% 26.05% 89.37%
S&P 500 Index US 500 largest - - INDEXSP:.INX 3,826.31 3,773.86 1.39% 2,191.86 3,870.90 3,359.61 12.20% 2.01% 3.40% 11.12% 3.40% 16.03% 44.45% 103.52%
NASDAQ-100 US- non-financial - - INDEXNASDAQ:NDX 13,456.12 13,248.90 1.56% 6,771.91 13,563.70 11,190.50 16.84% 2.62% 6.00% 14.26% 6.00% 44.16% 107.15% 234.36%
DAX30 Germany, 30 largest - - INDEXDB:DAX 13,941.71 13,835.16 0.77% 11,726.62 13,988.15 12,669.99 9.12% 2.36% 1.57% 13.12% 1.57% 4.97% 9.89% 50.13%
BEL-20 Belgium 20 largest - - INDEXEURO:BEL20 3,791.51 3,755.05 0.97% 3,329.85 4,188.95 3,402.19 10.27% 4.01% 3.47% 18.30% 3.47% -6.15% -5.16% 14.70%
AEX Netherlands, 30 largest - - INDEXEURO:AEX 657.90 652.87 0.77% 500.45 659.16 573.69 12.80% 1.54% 4.26% 16.39% 4.26% 8.67% 21.24% 58.94%
CAC40 France 40 largest - - INDEXEURO:PX1 5,598.58 5,563.11 0.64% 4,896.80 5,657.44 5,064.64 9.54% 2.55% 0.17% 13.73% 0.17% -5.67% 5.92% 33.28%
FTSE100 UK, 100 largest - - INDEXFTSE:UKX 6,544.28 6,516.65 0.42% 6,516.65 7,903.50 6,172.35 5.68% -0.35% -0.42% 11.24% -0.42% -12.04% -10.78% 11.91%
PREPARATION
- First put the stock items that you want to import into Hot-Accounts in a Google Sheet such
The easiest way is probably to create a copy of the Hot-Accounts Google Finance workbook, (make it only acc
Note: Only a Ticker and Price column are required. The price column must be placed directly behind the ticke
It's best to enter the ticker in 'Exchange:Ticker' format. See the ExchangeCodes tab which codes have to be u
- Next, in Hot-Accounts, go to the Budget/Portfolio Items screen and ask a sub-select overvi
- For each stock item that you want to import, adapt the ticker field with the same value as u
EXECUTION
- In your personal Hot-Accounts Google Finance spreedsheet version, select at least the Tick
The information is now placed in the clipboard.
- In Hot-Accounts, go to the Portfolio Screen, select a portfolio account and then select the o
The program standard provides you with a screen where you can manually enter new stock prices.
But for portfolio items, with a non-blank ticker code, the program first searches in the cli
Note: Up to now, nothing has really changed in the database! If you wish, you can further manually
- Finally, registrate the new stock prices by pressing the Execute button.
The problem is that in a lot of cases, the situation is rather complex: e.g. several broker accounts, se
If that is the case, you need a program such as Hot-Accounts to get a clear idea of your Return on
message is displayed.