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SwissWealthBuilder

@SwissWealthBuilder · 🇨🇭 Switzerland

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

Positions20

Dividend received$39,394.50

Investing since04.2017

Positions

Title

Weight

Position

P/L

Säule 3a

19.18%

$203,098.26

+$71,569.49

54.41%

iShares Core MSCI World ETF

IWDAx1,619

17.07%

$180,768.65

$111.65

+$10,804.71

6.36%

Zurich Insurance Group

ZURNx145

8.78%

$92,938.60

$640.96

+$29,596.10

46.72%

Bargeld

8.67%

$91,810.24

iShares MSCI ACWI ETF

ISACx776

6.76%

$71,541.77

$92.19

+$4,500.41

6.71%

Swiss Re

SRENx430

6.23%

$65,932.91

$153.33

+$13,846.20

26.58%

Apple

AAPLx250

5.80%

$61,368.26

$245.47

+$18,165.68

42.05%

Holcim

HOLNx570

5.64%

$59,713.75

$104.76

+$27,694.71

86.49%

Swiss Life

SLHNx65

5.20%

$55,075.64

$847.32

+$31,468.31

133.30%

Säule 2

4.46%

$47,215.14

-$1,128.03

2.33%

iShares Core S&P 500 ETF

CSPXx45

2.72%

$28,797.34

$639.94

+$3,030.34

11.76%

Main Street Capital

MAINx450

2.64%

$28,000.09

$62.22

+$8,198.09

41.40%

iShares Gold ETF (CH)

CSGOLDx68

1.71%

$18,098.83

$266.16

+$1,984.33

12.31%

Tesla

TSLAx50

1.59%

$16,878.07

$337.56

-$2,427.32

12.57%

LGH

Call Basket

LGHRCHx15

1.59%

$16,804.28

$1,120.29

+$0.00

0.00%

Bitcoin

BTCx0.124

1.13%

$11,949.24

$96,659.74

+$2,628.42

28.20%

Omega Healthcare

OHIx201

0.68%

$7,176.74

$35.71

+$1,208.41

20.25%

BIT

Bitcoin

x0.0104

0.10%

$1,012.62

$97,461.00

+$0.00

0.00%

Cash Balance CHF

0.06%

$599.47

Cash Balance USD

0.01%

$93.93

Crypto data from CoinGecko · Finance data from FactSet · LSX Data

Sold

Allocation

Total Net Worth$1,058,873.82

Performance

Portfolio Performance

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Crypto data from CoinGecko · Finance data from FactSet · LSX Data