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div & hodl

div target:
CHF 250.- / yr ✅ 11.12.24
CHF 500.- / yr ✅ 12.03.25
CHF 750.- / yr
CHF 1000.- / yr

core:
70/30 | All-World / EM
balancing every 4th month

satellites:
fueling in the rocket silo

DCA on BTC


Positions4
Dividend received$438.33
Investing since01.2022

Positions

Title
Weight
Position
P/L
71.35% 
$26,904.32
$124.56
-$1,917.01
6.65%
14.82% 
$5,587.31
$83,091.22
+$2,764.96
97.97%
13.59% 
$5,125.38
$58.24
+$8.29
0.16%
Cash Account logo
Cash Account
0.24% 
$90.39
-

Sold

Allocation

Total Net Worth$37,707.40

Performance

Portfolio Performance

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