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div & hodl

div target:
CHF 250.- / yr ✅ 11.12.24
CHF 500.- / yr
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$310.07
Investing since01.2022

Positions

Title
Weight
Position
P/L
70.45% 
$28,551.58
$142.76
+$1,922.91
7.22%
15.46% 
$6,265.10
$96,696.71
+$3,664.54
140.91%
14.02% 
$5,680.01
$64.55
+$562.91
11.00%
Cash Account logo
Cash Account
0.07% 
$29.94
-

Allocation

Total Net Worth$40,526.62

Performance

Portfolio Performance

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Crypto data from CoinGecko · Finance data from FactSet · LSX Data