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SwissWealthBuilder

@SwissWealthBuilder · 🇨🇭 Switzerland

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

Positions17

Dividend received$39,505.28

Investing since04.2017

Positions

Title

Weight

Position

P/L

Säule 3a

20.31%

$200,234.09

+$68,705.33

52.24%

iShares Core MSCI World ETF

IWDAx1,799

17.84%

$175,873.50

$97.76

-$14,156.84

7.45%

Zurich Insurance Group

ZURNx145

9.72%

$95,806.21

$660.73

+$32,463.71

51.25%

Bargeld

9.31%

$91,810.24

Swiss Re

SRENx430

7.06%

$69,635.09

$161.94

+$17,548.38

33.69%

iShares MSCI ACWI ETF

ISACx776

6.38%

$62,916.61

$81.08

-$4,124.75

6.15%

Swiss Life

SLHNx65

5.83%

$57,494.38

$884.53

+$33,615.31

140.77%

Holcim

HOLNx570

5.75%

$56,680.50

$99.44

+$24,661.46

77.02%

Apple

AAPLx250

4.93%

$48,576.55

$194.31

+$5,373.98

12.44%

Säule 2

4.79%

$47,215.14

-$1,128.03

2.33%

iShares Core S&P 500 ETF

CSPXx45

2.51%

$24,713.39

$549.19

-$1,053.61

4.09%

iShares Gold ETF (CH)

CSGOLDx68

1.92%

$18,887.00

$277.75

+$2,772.50

17.21%

Cash Balance USD

1.41%

$13,915.52

Main Street Capital

MAINx200

1.06%

$10,419.62

$52.10

+$715.21

7.37%

Bitcoin

BTCx0.124

1.04%

$10,230.45

$82,756.08

+$909.63

9.76%

BIT

Bitcoin

x0.0104

0.10%

$1,012.62

$97,461.00

+$0.00

0.00%

Cash Balance CHF

0.05%

$513.55

LSX Data · Fundamentals & EOD data from FactSet · Crypto data from CoinGecko

Sold

Allocation

Total Net Worth$985,934.45

Performance

Portfolio Performance

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LSX Data · Fundamentals & EOD data from FactSet · Crypto data from CoinGecko