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SwissWealthBuilder

🇨🇭 Switzerland · @SwissWealthBuilder

SwissWealthBuilder | Jahrgang 1984
Investiere seit 2015 mit Fokus auf Schweizer Aktien, ETFs & Tech. Langfristiges Wealth-Building. 👨‍👩‍👧‍👦

Positions13

Dividend received$441.62

Investing since12.2017

Positions

Title

Weight

Position

P/L

iShares Core MSCI World ETF

IWDAx1,940

21.06%

$244,183.18

$125.87

+$39,252.98

19.15%

Säule 3a

19.94%

$231,185.66

+$99,656.89

75.77%

iShares MSCI ACWI ETF

ISACx1,087

9.82%

$113,825.07

$104.71

+$7,632.01

7.19%

Zurich Insurance Group

ZURNx145

8.85%

$102,642.62

$707.88

+$18,156.64

21.49%

Bargeld

7.41%

$85,898.66

Swiss Re

SRENx430

6.54%

$75,780.41

$176.23

+$17,964.23

31.07%

Holcim

HOLNx785

5.87%

$68,103.21

$86.76

+$21,303.55

45.52%

Swiss Life

SLHNx65

5.81%

$67,352.31

$1,036.19

+$13,734.96

25.62%

Säule 2

5.64%

$65,393.84

+$11,286.60

20.86%

Apple

AAPLx250

5.13%

$59,525.21

$238.10

+$19,100.64

47.25%

UBS UBS ETF (CHF) - UBS Core SPI(R) ETF Anteile CHF dis

SPICHAx316

2.67%

$30,961.74

$97.98

+$644.39

2.13%

Bitcoin

BTCx0.124

1.25%

$14,548.42

$117,684.97

+$5,227.60

56.09%

iShares iShares Gold ETF (CH) Class A

CSGOLDx130

0.00%

$0.00

+$0.00

100.00%

Real-time data from LSX · Fundamentals & EOD data from FactSet · Crypto data from CoinGecko

Sold

Allocation

Total Net Worth

$1,159,400.34

Performance

Portfolio Performance

We are calculating your portfolio performance.

Real-time data from LSX · Fundamentals & EOD data from FactSet · Crypto data from CoinGecko