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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$47,658.04

Investing since04.2017

Positions

Title

Weight

Position

P/L

Säule 3a

18.88%

$195,758.90

+$64,230.14

48.83%

iShares Core MSCI World ETF

IWDAx1,799

18.27%

$189,470.12

$105.32

-$560.22

0.29%

Zurich Insurance Group

ZURNx145

9.66%

$100,150.18

$690.69

+$36,807.69

58.11%

Bargeld

8.85%

$91,810.24

Swiss Re

SRENx430

7.29%

$75,644.66

$175.92

+$23,557.96

45.23%

iShares MSCI ACWI ETF

ISACx776

6.54%

$67,845.25

$87.43

+$803.89

1.20%

Swiss Life

SLHNx65

6.09%

$63,108.95

$970.91

+$39,229.88

164.29%

Holcim

HOLNx570

6.03%

$62,526.32

$109.70

+$30,507.27

95.28%

Säule 2

5.35%

$55,506.49

+$7,163.32

14.82%

Apple

AAPLx250

5.03%

$52,163.33

$208.65

+$8,960.76

20.74%

iShares Core S&P 500 ETF

CSPXx45

2.54%

$26,310.44

$584.68

+$543.44

2.11%

iShares Gold ETF (CH)

CSGOLDx68

1.82%

$18,887.00

$277.75

+$2,772.50

17.21%

Cash Balance USD

1.34%

$13,915.52

Bitcoin

BTCx0.124

1.11%

$11,547.92

$93,413.33

+$2,227.10

23.89%

Main Street Capital

MAINx200

1.05%

$10,923.98

$54.62

+$1,219.57

12.57%

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$1,037,095.48

Performance

Portfolio Performance

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