Investor portfolio on getquin

getquin allows you to track and analyse all your investments in one place.

Easily import, monitor, and analyze all your investments with real-time data and powerful analytics to make informed decisions.

SwissWealthBuilder

🇨🇭 Switzerland · @SwissWealthBuilder

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

Positions14

Dividend received$40,456.37

Investing since12.2017

Positions

Title

Weight

Position

P/L

iShares Core MSCI World ETF

IWDAx1,932

21.67%

$226,970.93

$117.48

+$22,982.16

11.27%

Säule 3a

20.47%

$214,379.73

+$82,850.97

62.99%

Zurich Insurance Group

ZURNx145

9.63%

$100,900.29

$695.86

+$37,557.79

59.29%

iShares MSCI ACWI ETF

ISACx776

7.22%

$75,585.04

$97.40

+$3,036.12

4.18%

Swiss Re

SRENx430

7.06%

$73,898.66

$171.86

+$17,683.48

31.46%

Bargeld

6.60%

$69,177.10

Swiss Life

SLHNx65

6.25%

$65,425.28

$1,006.54

+$41,546.21

173.99%

Säule 2

5.48%

$57,390.24

+$3,283.01

6.07%

Apple

AAPLx250

4.80%

$50,300.78

$201.20

+$9,876.20

24.43%

Holcim

HOLNx570

4.07%

$42,582.31

$74.71

+$10,563.27

32.99%

iShares Core S&P 500 ETF

CSPXx45

2.83%

$29,621.14

$658.25

+$3,854.14

14.96%

iShares Gold ETF (CH)

CSGOLDx68

1.54%

$16,114.50

$236.98

-$0.00

0.00%

Bitcoin

BTCx0.124

1.26%

$13,225.38

$106,982.67

+$3,904.56

41.89%

Main Street Capital

MAINx200

1.12%

$11,778.14

$58.89

+$3,361.26

39.93%

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

Sold

Allocation

Total Net Worth$1,047,349.54

Performance

Portfolio Performance

We are calculating your portfolio performance.

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