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Markets Insights
J
Jan de Vries
🇬🇧 EnglishEN
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▤Documents3
✉Messages2
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📈Markets 📋Insights
◎My Profile
Good afternoon, Jan
Total Wealth
€842K
↑ +€14,200 this month
Return YTD
+16%
↑ +2.1% vs benchmark
Dividends
€4.8K
This quarter
Risk Score
6/10
Moderately aggressive
Portfolio AllocationView all →
Recent MessagesAll →
Sophie Hartman — CIO
Q1 2025 Quarterly Update
Dear Mr. de Vries, please find attached our market outlook…
Marco de Vries — Advisor
Portfolio Rebalancing Proposal
In response to recent market movements, we propose…
Wealth Development — 12 Months
€842,400 +16.2%
Mar '24Jun '24Sep '24Dec '24Mar '25
Top PositionsFull portfolio →
NameCategoryValueWeightReturn
ASML HoldingTechnology€126,40015.0%+22.4%
Shell plcEnergy€84,20010.0%+8.1%
iShares Core MSCI WorldETF€75,8009.0%+18.6%
ING GroepFinancial€67,4008.0%+12.3%
Vonovia SEReal Estate€50,5006.0%-2.1%
My Portfolio
Full holdings and sector overview
Equities
€320K
↑ +18.4%
Bonds
€202K
↑ +4.2%
Real Estate
€152K
↓ -1.8%
Alternatives
€101K
↑ +9.1%
Sector Breakdown
Full Portfolio
NameISINQtyValueWeightReturn
ASML HoldingNL001027321592€126,40015.0%+22.4%
Shell plcGB00BP6MXD842,840€84,20010.0%+8.1%
iShares Core MSCI WorldIE00B4L5Y983860€75,8009.0%+18.6%
ING GroepNL00118212025,210€67,4008.0%+12.3%
Vonovia SEDE000A1ML7J12,180€50,5006.0%-2.1%
NL Gov. Bond 2031NL0015614201480€48,0005.7%+2.8%
Unilever plcNL00003886191,020€44,2005.2%+6.4%
Gold ETC (XETRA)DE000A0S9GB0320€39,8004.7%+14.2%
Transaction History
All buy, sell and dividend transactions
Recent Transactions
↑
ASML Holding
2 Mar 2025 — Purchase 12 shares
-€16,440
Buy
€
Shell plc — Dividend
28 Feb 2025
+€1,240
Dividend
↓
Philips N.V.
15 Feb 2025 — Sale 340 shares
+€8,840
Sell
↑
iShares Core MSCI World
10 Feb 2025 — Purchase 60 units
-€5,220
Buy
€
ING Groep — Dividend
1 Feb 2025
+€960
Dividend
↑
Gold ETC (XETRA)
22 Jan 2025 — Purchase 40 units
-€4,800
Buy
€
Bank Transfer — Deposit
2 Jan 2025
+€25,000
Deposit
My Documents
Reports, contracts and tax documents
📄
Q4 2024 Quarterly Report
PDF — 2.4 MB — 15 Jan 2025
New
📄
2024 Annual Overview — Tax Report
PDF — 1.1 MB — 5 Jan 2025
New
📋
Revised Investment Strategy 2025
PDF — 890 KB — 3 Jan 2025
New
📄
Q3 2024 Quarterly Report
PDF — 2.2 MB — 15 Oct 2024
Read
📄
Q2 2024 Quarterly Report
PDF — 2.0 MB — 15 Jul 2024
Read
🔏
Wealth Management Agreement
PDF — 540 KB — 12 Mar 2024
Contract
My Messages
Direct communication with your advisor
Sophie Hartman — CIO
Q1 2025 Quarterly Update
Dear Mr. de Vries, please find attached our detailed market outlook and portfolio review for Q1 2025…
Today, 10:32
Marco de Vries — Advisor
Portfolio Rebalancing Proposal
In response to recent market movements and your investment goals, we propose a light rebalancing…
Yesterday, 15:14
Equion Group — System
Your quarterly documents are available
The Q4 2024 documents are ready in your documents folder…
15 Jan 2025
Jan van der Berg — CEO
New Year's Wishes + 2025 Outlook
Dear clients, on behalf of the entire Equion Group team we wish you a successful 2025…
2 Jan 2025
My Profile
Personal details and account information
Personal Details
Account Info
Client Number
EQ-001234
Advisor
Marco de Vries
Client Since
March 2024
Risk Profile
Moderately Aggressive