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SwissWealthBuilder

🇨🇭 Switzerland · @SwissWealthBuilder

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

Positions14

Dividend received$40,346.37

Investing since12.2017

Positions

Title

Weight

Position

P/L

iShares Core MSCI World ETF

IWDAx1,932

20.78%

$221,463.54

$114.63

+$17,474.77

8.57%

Säule 3a

20.11%

$214,379.73

+$82,850.97

62.99%

Zurich Insurance Group

ZURNx145

9.62%

$102,574.90

$707.41

+$39,232.40

61.94%

Swiss Re

SRENx430

7.10%

$75,642.73

$175.91

+$19,427.56

34.56%

iShares MSCI ACWI ETF

ISACx776

6.90%

$73,570.81

$94.81

+$1,021.89

1.41%

Bargeld

6.49%

$69,177.10

Holcim

HOLNx570

6.17%

$65,721.40

$115.30

+$33,702.36

105.26%

Swiss Life

SLHNx65

6.13%

$65,384.73

$1,005.92

+$41,505.66

173.82%

Säule 2

5.38%

$57,390.24

+$3,283.01

6.07%

Apple

AAPLx250

4.79%

$51,030.81

$204.12

+$10,606.24

26.24%

iShares Core S&P 500 ETF

CSPXx45

2.70%

$28,775.16

$639.45

+$3,008.16

11.67%

iShares Gold ETF (CH)

CSGOLDx68

1.51%

$16,114.50

$236.98

-$0.00

0.00%

Bitcoin

BTCx0.124

1.23%

$13,057.67

$105,626.02

+$3,736.85

40.09%

Main Street Capital

MAINx200

1.08%

$11,494.54

$57.47

+$3,077.65

36.57%

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

Sold

Allocation

Total Net Worth$1,065,777.86

Performance

Portfolio Performance

We are calculating your portfolio performance.

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