Investor portfolio on getquin

getquin allows you to track and analyse all your investments in one place.

Easily import, monitor, and analyze all your investments with real-time data and powerful analytics to make informed decisions.

🇨🇭 Switzerland · @Zugo1

📈 Langfristiger Investor mit klaren Zielen
🌍 ETFs als Basis, aber der Fokus liegt auf einer starken Einzelaktienstrategie
🎯 Ziele:
20.000 CHF investiertes Kapital 07.11.2024✅️
50.000 CHF als nächstes Ziel
Danach die 100.000 CHF-Marke knacken
🚀 Strategie: Diversifiziert investieren, gezielt Chancen bei Einzelaktien nutzen

Show more

Positions15

Dividend received$228.69

Investing since07.2024

Positions

Title

Weight

Position

P/L

20.54%

$10,499.12

$187.48

+$6,500.13

162.54%

Vanguard FTSE All-World ETF

19.63%

$10,034.98

$154.38

+$1,416.15

16.43%

12.24%

$6,260.23

$201.94

+$1,093.54

21.17%

iShares Swiss Dividend ETF (CH)

9.28%

$4,743.27

$206.23

+$248.78

5.54%

5.36%

$2,741.51

$182.77

+$1,135.05

70.65%

5.22%

$2,670.72

$222.56

+$163.50

6.52%

4.09%

$2,090.32

$522.58

+$398.87

23.58%

4.04%

$2,064.81

$229.42

+$238.43

13.05%

4.00%

$2,045.96

$51.15

-$357.56

14.88%

Xtrackers NASDAQ 100 ETF

3.53%

$1,802.89

$54.63

+$266.40

17.34%

3.52%

$1,800.32

$112.52

+$1,194.23

197.04%

3.13%

$1,598.83

$69.51

-$249.23

13.49%

2.32%

$1,184.86

$394.95

-$265.33

18.30%

Arista Networks

2.18%

$1,114.84

$139.35

+$417.23

59.81%

0.93%

$474.38

$67.77

-$66.04

12.22%

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

Sold

Allocation

Total Net Worth$51,127.05

Performance

Portfolio Performance

We are calculating your portfolio performance.

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