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BM

@Bmahone · 🇨🇭 Switzerland

Freue mich wenn ihr den benutzt den Einladungslink

https://refnocode.trade.re/q724cskq

Ein langer weiter weg, der mit Sicherheit viel Freude und wieder mal Angst mitbringt alles für die Zukunft 🚀

Als Core den FTSE All World + Aktien 🛰️
Est. 06/2024 angefangen 🛩️

📈 buy and hold

🏁10.000 erstmal Jahr 2024 🏁
✅ ✅ ✅ ✅ ✅

🏁20.000 nächste Stufe 2025 🏁
✅ ⬜️ ⬜️ ⬜️ ⬜️

Show more

Positions29

Dividend received$87.27

Investing since06.2024

Positions

Title

Weight

Position

P/L

16.46%

$2,442.59

$2,427.59

-$227.89

8.53%

Vanguard FTSE All-World ETF

8.92%

$1,323.52

$124.56

-$114.19

7.94%

5.13%

$761.22

$358.86

-$83.38

9.87%

4.97%

$737.54

$723.03

-$79.41

9.72%

4.35%

$645.48

$42.37

-$30.90

4.57%

4.10%

$607.86

$607.86

-$61.68

9.21%

3.94%

$584.24

$574.28

-$65.29

10.05%

3.82%

$566.73

$352.85

+$104.75

22.67%

Parker-Hannifin

3.61%

$534.90

$516.64

-$184.49

25.65%

3.48%

$515.72

$23.44

-$44.02

7.86%

Johnson&Johnson

3.42%

$507.29

$152.96

-$8.99

1.74%

3.37%

$499.67

$62.46

-$52.30

9.48%

3.10%

$460.50

$433.67

-$23.69

4.89%

3.00%

$445.14

$299.42

+$8.83

2.02%

2.93%

$435.11

$414.37

-$30.70

6.59%

2.69%

$399.13

$187.49

-$79.37

16.59%

2.66%

$394.18

$312.10

+$32.79

9.07%

2.56%

$379.52

$69.80

+$25.75

7.28%

2.37%

$351.29

$66.00

+$4.23

1.22%

2.23%

$331.52

$158.49

-$52.07

13.58%

2.09%

$310.21

$145.08

-$52.66

14.51%

2.03%

$300.99

$286.84

-$58.34

16.24%

1.82%

$269.97

$210.08

-$33.37

11.00%

1.70%

$252.15

$82.78

+$7.45

3.05%

American Express

1.67%

$247.57

$233.61

-$25.77

9.43%

1.35%

$199.88

$63.36

-$28.00

12.29%

1.24%

$184.56

$163.63

+$0.02

0.01%

Deutsche Telekom

0.72%

$106.25

$35.42

-$6.67

5.91%

Cash Balance

0.28%

$41.62

-

LSX Data · Fundamentals & EOD data from FactSet

Sold

Allocation

Total Net Worth$14,836.33

Performance

Portfolio Performance

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LSX Data · Fundamentals & EOD data from FactSet