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SwissWealthBuilder

🇨🇭 Switzerland · @SwissWealthBuilder

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

Positions13

Dividend received$65.00

Investing since12.2017

Positions

Title

Weight

Position

P/L

Säule 3a

20.29%

$242,685.27

+$111,156.51

84.51%

Bargeld

19.13%

$228,795.84

iShares MSCI ACWI ETF

ISACx1,087

9.82%

$117,414.84

$108.02

+$10,412.14

9.73%

Zurich Insurance Group

ZURNx145

8.91%

$106,494.19

$734.44

+$20,789.17

24.26%

Holcim

HOLNx785

6.24%

$74,606.94

$95.04

+$26,689.09

55.70%

Swiss Life

SLHNx65

5.96%

$71,279.93

$1,096.61

+$16,888.93

31.05%

Swiss Re

SRENx430

5.87%

$70,241.80

$163.35

+$12,156.40

20.93%

Säule 2

5.82%

$69,604.22

+$15,496.98

28.64%

Apple

AAPLx250

5.81%

$69,499.90

$278.00

+$29,075.32

71.92%

iShares Core MSCI World ETF

IWDAx500

5.43%

$64,922.84

$129.85

+$12,101.25

22.91%

iShares Gold ETF (CH) Class A

CSGOLDx130

3.07%

$36,659.20

$281.99

+$0.00

0.00%

UBS ETF (CHF) - UBS Core SPI(R) ETF Anteile CHF dis

SPICHAx316

2.73%

$32,595.28

$103.15

+$1,280.24

4.09%

Bitcoin

BTCx0.124

0.93%

$11,078.36

$89,615.03

+$1,757.54

18.86%

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

Sold

Allocation

Total Net Worth

$1,195,878.63

Performance

Portfolio Performance

We are calculating your portfolio performance.

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