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🇨🇭 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 investiertes Kapital
23.12.2025✅️
100.000 CHF als nächstes Ziel
🚀 Strategie: Diversifiziert investieren, gezielt Chancen bei Einzelaktien nutzen

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Positions11

Dividend received$438.65

Investing since07.2024

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

20.11%

$11,711.08

$162.65

+$2,002.88

20.63%

17.32%

$10,089.29

$155.22

+$4,485.39

80.04%

iShares Swiss Dividend ETF (CH)

15.49%

$9,022.27

$220.06

+$589.82

6.99%

9.07%

$5,283.19

$211.33

-$7.08

0.13%

9.04%

$5,265.76

$92.38

-$221.46

4.04%

iShares S&P 500 Info Technolg Sctr ETF A

8.46%

$4,924.25

$38.77

-$290.80

5.58%

5.99%

$3,489.45

$290.79

+$1,508.91

76.19%

Siemens Energy AG

5.01%

$2,917.41

$182.34

+$2,311.33

381.35%

4.60%

$2,676.65

$178.44

+$1,070.18

66.62%

3.07%

$1,785.97

$595.32

-$75.72

4.07%

Arista Networks

1.84%

$1,074.21

$134.28

+$376.60

53.99%

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

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Allocation

Total Net Worth

$58,239.53

Performance

Portfolio Performance

We are calculating your portfolio performance.

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