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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$65.00

Investing since12.2017

Positions

Title

Weight

Position

P/L

iShares Core MSCI World ETF

IWDAx1,939

20.82%

$238,078.78

$122.78

+$33,270.95

16.24%

Säule 3a

19.98%

$228,504.02

+$96,975.25

73.73%

Zurich Insurance Group

ZURNx145

9.23%

$105,530.48

$727.80

+$21,044.51

24.91%

iShares MSCI ACWI ETF

ISACx776

6.90%

$78,969.17

$101.76

+$4,354.06

5.84%

Swiss Re

SRENx430

6.80%

$77,824.42

$180.99

+$20,008.24

34.61%

Swiss Life

SLHNx65

6.15%

$70,349.96

$1,082.31

+$16,732.61

31.21%

Bargeld

6.05%

$69,177.10

Holcim

HOLNx785

5.74%

$65,627.22

$83.60

+$18,827.56

40.23%

Säule 2

5.53%

$63,298.93

+$9,191.69

16.99%

Apple

AAPLx250

5.08%

$58,086.11

$232.34

+$17,661.53

43.69%

iShares Core S&P 500 ETF

CSPXx45

2.73%

$31,167.09

$692.60

+$5,400.09

20.96%

iShares iShares Gold ETF (CH) Class A

CSGOLDx95

2.66%

$30,478.11

$320.82

+$5,701.41

23.01%

Bitcoin

BTCx0.124

1.20%

$13,683.69

$110,690.01

+$4,362.87

46.81%

UBS UBS ETF (CH) - SPI Anteile -CHF dis-

SPICHAx130

1.13%

$12,910.25

$99.31

+$699.06

5.72%

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

Sold

Allocation

Total Net Worth$1,143,685.33

Performance

Portfolio Performance

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