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SwissWealthBuilder

🇨🇭 Switzerland · @SwissWealthBuilder

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

Positions16

Dividend received$30,293.81

Investing since12.2017

Positions

Title

Weight

Position

P/L

iShares Core MSCI World ETF

IWDAx1,938

20.15%

$234,984.98

$121.25

+$30,298.15

14.80%

Säule 3a

19.59%

$228,504.02

+$96,975.25

73.73%

Zurich Insurance Group

ZURNx145

8.85%

$103,192.81

$711.67

+$39,850.31

62.91%

Swiss Re

SRENx430

6.86%

$80,021.77

$186.10

+$22,205.59

38.41%

iShares MSCI ACWI ETF

ISACx776

6.69%

$77,978.53

$100.49

+$3,363.42

4.51%

Swiss Life

SLHNx65

6.11%

$71,291.45

$1,096.79

+$47,412.38

198.55%

Bargeld

5.93%

$69,177.10

Holcim

HOLNx785

5.70%

$66,449.37

$84.65

+$19,649.71

41.99%

Säule 2

5.43%

$63,298.93

+$9,191.69

16.99%

Apple

AAPLx250

4.92%

$57,355.91

$229.42

+$16,931.33

41.88%

iShares Core S&P 500 ETF

CSPXx45

2.64%

$30,739.21

$683.09

+$4,972.21

19.30%

AMR

Amrize Ltd

AMRZx570

2.33%

$27,200.69

$47.72

-$2,030.08

6.95%

iShares Gold ETF (CH)

CSGOLDx68

1.38%

$16,114.50

$236.98

-$0.00

0.00%

Bitcoin

BTCx0.124

1.24%

$14,452.88

$116,912.09

+$5,132.06

55.06%

Main Street Capital

MAINx200

1.12%

$13,117.41

$65.59

+$4,700.52

55.85%

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

SPICHAx130

1.08%

$12,542.78

$96.48

+$331.59

2.72%

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

Sold

Allocation

Total Net Worth$1,166,422.33

Performance

Portfolio Performance

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