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finanzperpetuum

🇨🇭 Switzerland · @finanzperpetuum

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

Positions67

Dividend received$110,384.89

Investing since04.2008

Positions

Title

Weight

Position

P/L

Xtrackers MSCI EMU ETF

XD5Ex811

7.75%

$64,013.20

$78.93

+$22,861.66

55.55%

UBS ETF (CH) SLI® (CHF)

SLICHAx177.9

6.36%

$52,570.29

$295.51

+$16,645.38

46.33%

Roche Holding Ltd

ROPx94.62

4.77%

$39,417.60

$416.60

+$14,849.94

60.45%

Vanguard FTSE All-Wld Hgh Div Yld ETF D

VHYLx427.44

4.73%

$39,046.78

$91.35

+$9,805.69

33.53%

Amundi MSCI World Swap II UCITS ETF Act -Dist-

WLDx73.84

4.34%

$35,815.93

$485.04

+$16,307.00

83.59%

Vanguard FTSE 100 ETF GBP

VUKEx534

3.94%

$32,544.47

$60.94

+$10,081.41

44.88%

SPDR State Street SPDR S&P 500 ETF

SPYx37.2

3.39%

$27,994.63

$752.64

+$8,894.34

46.57%

UBS ETF (CH) SMIM® (CHF)

SMMCHAx64

3.10%

$25,606.66

$400.10

+$6,217.36

32.07%

Metso

METSOx1,376

2.89%

$23,867.77

$17.35

+$16,436.71

221.19%

Vanguard FTSEDvlpAsiaPacexJpn ETF USDDis

VAPXx536.4

2.81%

$23,220.80

$43.29

+$8,588.52

58.70%

SAF Holland

SFQx920

2.54%

$20,968.69

$22.79

+$10,373.63

97.91%

Jungheinrich Pref Shs

JUN3x700

2.31%

$19,054.01

$27.22

+$14,160.77

289.39%

iShares STOXX Global Select Dividend 100

ISPAx417.64

2.25%

$18,601.81

$44.54

+$4,994.56

36.71%

Kühne + Nagel

KNINx60

1.86%

$15,360.61

$256.01

+$6,186.47

67.43%

AbbVie

ABBVx59

1.79%

$14,746.81

$249.95

+$7,341.93

99.15%

Novo Nordisk A/S Class B

NOVO Bx290

1.74%

$14,369.95

$49.55

+$6,521.18

83.09%

Villeroy & Boch Pref Shs

VIB3x800

1.71%

$14,164.94

$17.71

+$4,364.62

44.54%

Sixt Vz

SIX3x200

1.65%

$13,650.06

$68.25

+$3,352.37

32.55%

Vossloh

VOSx170

1.49%

$12,293.06

$72.31

+$4,199.66

51.89%

Nestlé

NESNx110.54

1.38%

$11,425.68

$103.36

+$364.20

3.29%

RTX Corporation

RTXx58

1.38%

$11,379.49

$196.20

+$7,326.50

180.77%

Cisco Systems

CSCOx90.75

1.33%

$10,957.09

$120.73

+$6,296.35

135.09%

JP Morgan

JPMx30.96

1.27%

$10,452.21

$337.65

+$4,857.19

86.81%

Vanguard FTSE Emerging Mkts ETF

VFEMx125.49

1.24%

$10,252.59

$81.70

+$984.56

10.62%

IBM

IBMx35.25

1.24%

$10,209.35

$289.62

+$4,261.51

71.65%

Johnson&Johnson

JNJx38.17

1.20%

$9,882.80

$258.90

+$3,764.09

61.52%

FreeNet

FNTNx350

1.16%

$9,611.11

$27.46

+$1,908.72

24.78%

ACL

Accelleron Industries

ACLNx96.29

1.11%

$9,183.06

$95.37

+$3,288.16

55.78%

Ping An of China

2318x1,338

1.10%

$9,100.50

$6.802

-$1,085.44

10.66%

Unilever PLC

ULVRx142.22

1.06%

$8,788.11

$61.79

+$520.63

6.30%

BlackRock Funding Inc

BLKx8.478

1.06%

$8,767.94

$1,034.22

+$2,399.05

37.67%

Eckert & Ziegler

EUZx495

1.02%

$8,444.56

$17.06

+$1,275.59

17.79%

Coca-Cola

KOx99.59

1.01%

$8,362.64

$83.97

+$2,244.65

36.69%

BB Biotech

BIONx133

1.01%

$8,324.02

$62.59

-$360.80

4.15%

CVS Health

CVSx78

0.98%

$8,116.92

$104.06

+$2,926.42

56.38%

Procter Gamble

PGx52.14

0.93%

$7,703.00

$147.75

-$79.07

1.02%

Home Depot

HDx21.11

0.88%

$7,250.17

$343.40

-$127.95

1.73%

Partners Group

PGHNx8.079

0.84%

$6,920.27

$856.53

-$2,856.15

29.21%

Target

TGTx49.51

0.82%

$6,741.45

$136.16

+$1,355.86

25.18%

Verizon

VZx156.85

0.80%

$6,632.95

$42.29

+$227.43

3.55%

Altria Group

MOx90.26

0.78%

$6,478.66

$71.77

+$1,344.71

26.19%

PepsiCo

PEPx46.66

0.78%

$6,440.88

$138.03

-$1,246.92

16.22%

Kraft Heinz

KHCx255

0.77%

$6,358.30

$24.93

-$2,835.14

30.84%

American Express

AXPx17.61

0.76%

$6,249.96

$354.87

+$767.17

13.99%

Chevron

CVXx34.67

0.75%

$6,189.25

$178.51

+$743.82

13.66%

Zurich Insurance Group

ZURNx7.997

0.74%

$6,099.92

$762.82

+$369.10

6.44%

McDonald's

MCDx22.03

0.74%

$6,094.22

$276.61

-$230.37

3.64%

Xtrackers Nikkei 225 JPY ETF

XDJPx140.53

0.74%

$6,077.56

$43.25

+$1,471.57

31.95%

LVMH

MCx10.77

0.73%

$6,043.52

$561.31

-$1,911.70

24.03%

Sika

SIKAx29.94

0.72%

$5,945.71

$198.60

+$74.56

1.27%

Berkshire Hathaway (B)

BRK.Bx11.6

0.69%

$5,734.67

$494.54

+$131.03

2.34%

Visa

Vx16.37

0.69%

$5,727.82

$350.00

+$344.26

6.39%

BKW

BKWx34

0.68%

$5,611.63

$165.05

-$902.89

13.86%

Deutsche Telekom

DTEx176

0.65%

$5,394.85

$30.65

-$430.20

7.39%

BCH

Burckhardt

BCHNx8.955

0.62%

$5,099.84

$569.52

-$653.12

11.35%

Edison Intl

EIXx67

0.61%

$5,041.93

$75.25

+$1,098.82

27.87%

Carrier Global

CARRx72

0.60%

$4,989.81

$69.30

+$2,694.51

117.39%

Swiss Life

SLHNx4.18

0.59%

$4,846.39

$1,159.34

+$210.55

4.54%

General Mills

GISx116.18

0.51%

$4,229.05

$36.40

-$3,068.35

42.05%

Pfizer

PFEx165.86

0.49%

$4,032.78

$24.31

-$1,735.41

30.09%

VZN

VZ Holding

VZNx18

0.43%

$3,532.08

$196.23

+$32.15

0.92%

UPS

UPSx30.33

0.41%

$3,413.31

$112.54

+$393.78

13.04%

IFN

Aberdeen India Fund, Inc.

IFNx291

0.41%

$3,377.51

$11.61

-$597.59

15.03%

Comcast

CMCSAx126.22

0.36%

$2,980.49

$23.61

-$441.64

12.91%

Kimberly Clark

KMBx20.14

0.28%

$2,286.33

$113.54

+$273.33

13.58%

Swiss Re

SRENx6.696

0.13%

$1,108.05

$165.48

+$97.10

9.60%

S&P Global

SPGIx1.948

0.10%

$838.12

$430.27

+$32.93

4.09%

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

Sold

Allocation

Total Net Worth

$826,036.60

Performance

Portfolio Performance

We are calculating your portfolio performance.

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