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SwissWealthBuilder

🇨🇭 Switzerland · @SwissWealthBuilder

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

Positions15

Dividend received$40,507.37

Investing since12.2017

Positions

Title

Weight

Position

P/L

NPD

Call Basket

NPDRCHx15,000

59.18%

$1,852,126.16

$123.48

+$0.00

0.00%

iShares Core MSCI World ETF

IWDAx1,932

7.35%

$229,954.29

$119.02

+$25,965.52

12.73%

Säule 3a

6.85%

$214,379.73

+$82,850.97

62.99%

Zurich Insurance Group

ZURNx290

6.44%

$201,442.24

$694.63

+$56,088.71

38.59%

Swiss Life

SLHNx130

4.28%

$134,002.40

$1,030.79

+$58,076.65

76.49%

Holcim

HOLNx1,140

2.89%

$90,553.14

$79.43

+$1,394.75

1.56%

Swiss Re

SRENx430

2.47%

$77,295.71

$179.76

+$21,080.54

37.50%

iShares MSCI ACWI ETF

ISACx776

2.45%

$76,693.44

$98.83

+$4,144.52

5.71%

Bargeld

2.21%

$69,177.10

Säule 2

1.83%

$57,390.24

+$3,283.01

6.07%

Apple

AAPLx250

1.69%

$52,739.12

$210.96

+$12,314.55

30.46%

iShares Core S&P 500 ETF

CSPXx45

0.97%

$30,218.25

$671.52

+$4,451.25

17.28%

iShares Gold ETF (CH)

CSGOLDx68

0.51%

$16,114.50

$236.98

-$0.00

0.00%

Bitcoin

BTCx0.124

0.46%

$14,492.78

$117,234.91

+$5,171.96

55.49%

Main Street Capital

MAINx200

0.41%

$12,872.35

$64.36

+$4,455.47

52.93%

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

Sold

Allocation

Total Net Worth$3,129,451.48

Performance

Portfolio Performance

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