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finanzperpetuum

🇨🇭 Switzerland · @finanzperpetuum

🙋🏻‍♂️ m / Baujahr 75
Seit 1998 an der Börse unterwegs 📈
2018 🇩🇪->🇨🇭
Alles selbst erarbeitet ☝🏼

Positions65

Dividend received$102,113.42

Investing since04.2008

Positions

Title

Weight

Position

P/L

Xtrackers MSCI EMU ETF

XD5Ex811

7.68%

$60,853.73

$75.04

+$19,702.19

47.88%

UBS ETF (CH) SLI® (CHF)

SLICHAx177.9

6.30%

$49,929.05

$280.67

+$14,004.15

38.98%

Roche Holding Ltd

ROPx91.54

4.67%

$36,974.29

$403.92

+$13,412.06

56.92%

Vanguard FTSE All-Wld Hgh Div Yld ETF D

VHYLx410.5

4.54%

$35,987.80

$87.67

+$8,261.98

29.80%

Amundi MSCI World Swap II UCITS ETF Act -Dist-

WLDx73.84

4.28%

$33,910.31

$459.23

+$14,401.37

73.82%

Vanguard FTSE 100 ETF GBP

VUKEx534

4.13%

$32,719.71

$61.27

+$10,256.65

45.66%

SPDR State Street SPDR S&P 500 ETF

SPYx37.2

3.33%

$26,363.64

$708.79

+$7,263.35

38.03%

UBS ETF (CH) SMIM® (CHF)

SMMCHAx64

3.24%

$25,670.28

$401.10

+$6,280.98

32.39%

Metso

METSOx1,376

3.05%

$24,164.94

$17.56

+$16,733.88

225.19%

Jungheinrich Pref Shs

JUN3x700

2.95%

$23,340.71

$33.34

+$18,447.47

377.00%

Vanguard FTSEDvlpAsiaPacexJpn ETF USDDis

VAPXx530.46

2.77%

$21,901.56

$41.29

+$7,517.50

52.26%

SAF Holland

SFQx920

2.45%

$19,366.61

$21.05

+$8,771.55

82.79%

iShares STOXX Global Select Dividend 100

ISPAx401.99

2.19%

$17,337.45

$43.13

+$4,403.16

34.04%

Villeroy & Boch Pref Shs

VIB3x800

2.08%

$16,508.02

$20.64

+$6,707.71

68.44%

Vossloh

VOSx170

1.90%

$15,017.04

$88.34

+$6,923.64

85.55%

Sixt Vz

SIX3x200

1.89%

$14,939.18

$74.70

+$4,641.49

45.07%

Kühne + Nagel

KNINx60

1.86%

$14,751.85

$245.86

+$5,577.72

60.80%

Novo Nordisk

NOVO Bx290

1.43%

$11,324.07

$39.05

+$3,475.30

44.28%

AbbVie

ABBVx56

1.42%

$11,249.11

$200.88

+$4,448.27

65.41%

FreeNet

FNTNx350

1.40%

$11,063.89

$31.61

+$3,361.51

43.64%

Nestlé

NESNx106.61

1.38%

$10,901.97

$102.26

+$227.09

2.13%

RTX Corporation

RTXx58

1.33%

$10,527.03

$181.50

+$6,474.04

159.73%

Cisco Systems

CSCOx115.75

1.31%

$10,368.85

$89.58

+$4,564.35

78.63%

Ping An of China

2318x1,338

1.31%

$10,363.22

$7.745

+$177.28

1.74%

Vanguard FTSE Emerging Mkts ETF

VFEMx125.49

1.27%

$10,068.57

$80.23

+$800.54

8.64%

ACL

Accelleron Industries

ACLNx93.12

1.25%

$9,915.33

$106.48

+$4,341.00

77.87%

JP Morgan

JPMx30.96

1.22%

$9,665.94

$312.25

+$4,070.92

72.76%

BlackRock Funding Inc

BLKx8.478

1.13%

$8,944.01

$1,054.99

+$2,575.12

40.43%

Eckert & Ziegler

EUZx495

1.10%

$8,687.26

$17.55

+$1,518.30

21.18%

Johnson&Johnson

JNJx38.17

1.09%

$8,647.82

$226.55

+$2,529.11

41.33%

Unilever PLC

ULVRx142.22

1.03%

$8,154.05

$57.33

-$113.42

1.37%

Partners Group

PGHNx6.745

1.02%

$8,095.96

$1,200.34

-$401.61

4.73%

IBM

IBMx33.96

1.00%

$7,942.83

$233.86

+$2,292.91

40.58%

BB Biotech

BIONx133

0.98%

$7,770.13

$58.42

-$914.69

10.53%

Intel

INTCx114.48

0.97%

$7,645.08

$66.78

+$4,000.34

109.76%

Coca-Cola

KOx99.59

0.94%

$7,448.23

$74.79

+$1,330.24

21.74%

Verizon

VZx149.73

0.87%

$6,898.75

$46.07

+$790.88

12.95%

Chevron

CVXx34.67

0.82%

$6,499.99

$187.48

+$1,054.56

19.37%

Target

TGTx49.51

0.81%

$6,451.84

$130.31

+$1,066.25

19.80%

PepsiCo

PEPx40.42

0.79%

$6,221.27

$153.90

-$559.27

8.25%

BKW

BKWx30

0.77%

$6,086.90

$202.90

+$255.98

4.39%

Procter Gamble

PGx42

0.76%

$6,009.90

$143.09

-$280.46

4.46%

LVMH

MCx10.77

0.75%

$5,948.94

$552.52

-$2,006.28

25.22%

CVS Health

CVSx78

0.74%

$5,893.86

$75.56

+$703.35

13.55%

Altria Group

MOx90.26

0.74%

$5,887.42

$65.22

+$753.47

14.68%

Home Depot

HDx17.26

0.74%

$5,836.08

$338.12

-$340.37

5.51%

McDonald's

MCDx18.86

0.72%

$5,689.90

$301.71

+$271.97

5.02%

Deutsche Telekom

DTEx176

0.72%

$5,675.86

$32.25

-$149.13

2.56%

Kraft Heinz

KHCx255

0.71%

$5,594.22

$21.94

-$3,599.22

39.15%

American Express

AXPx16.68

0.70%

$5,528.59

$331.45

+$347.74

6.71%

BCH

Burckhardt

BCHNx7.876

0.67%

$5,274.46

$669.69

+$160.37

3.14%

Edison Intl

EIXx67

0.58%

$4,624.96

$69.03

+$681.85

17.29%

Sika

SIKAx24.09

0.57%

$4,553.41

$189.05

-$176.44

3.73%

Xtrackers Nikkei 225 JPY ETF

XDJPx118.23

0.57%

$4,538.72

$38.39

+$880.77

24.08%

Visa

Vx14.55

0.57%

$4,520.52

$310.64

-$259.13

5.42%

Pfizer

PFEx165.86

0.56%

$4,448.89

$26.82

-$1,319.29

22.87%

Carrier Global

CARRx72

0.55%

$4,335.36

$60.21

+$2,040.06

88.88%

Berkshire Hathaway (B)

BRK.Bx9.261

0.54%

$4,308.81

$465.27

-$187.72

4.17%

Zurich Insurance Group

ZURNx5.942

0.52%

$4,157.38

$699.66

-$111.78

2.62%

General Mills

GISx102.04

0.45%

$3,581.60

$35.10

-$3,212.03

47.28%

IFN

Aberdeen India Fund, Inc.

IFNx291

0.44%

$3,520.43

$12.10

-$454.67

11.44%

VZN

VZ Holding

VZNx18

0.44%

$3,502.51

$194.58

+$2.58

0.07%

Swiss Life

SLHNx2.804

0.42%

$3,354.63

$1,196.25

+$249.73

8.04%

UPS

UPSx23.25

0.31%

$2,445.47

$105.16

+$180.83

7.98%

Comcast

CMCSAx72.75

0.27%

$2,132.08

$29.31

+$68.74

3.33%

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

Sold

Allocation

Total Net Worth

$792,042.26

Performance

Portfolio Performance

We are calculating your portfolio performance.

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