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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 CHF als nächstes Ziel
Danach die 100.000 CHF-Marke knacken
🚀 Strategie: Diversifiziert investieren, gezielt Chancen bei Einzelaktien nutzen

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Positions14

Dividend received$294.84

Investing since07.2024

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

20.70%

$11,711.64

$162.66

+$2,003.44

20.64%

17.25%

$9,756.08

$174.22

+$5,757.09

143.96%

13.43%

$7,598.53

$245.11

+$2,431.84

47.07%

iShares Swiss Dividend ETF (CH)

11.40%

$6,445.81

$214.86

+$476.73

7.99%

4.97%

$2,813.14

$187.54

+$1,206.68

75.11%

4.66%

$2,638.14

$219.85

+$130.92

5.22%

iShares S&P 500 Info Technolg Sctr ETF A

4.47%

$2,529.65

$41.47

+$77.30

3.15%

4.20%

$2,375.64

$59.39

-$27.88

1.16%

4.10%

$2,321.21

$257.91

+$494.83

27.09%

3.70%

$2,095.59

$69.85

-$260.95

11.07%

3.65%

$2,064.77

$516.19

+$373.32

22.07%

3.52%

$1,990.50

$124.41

+$1,384.42

228.42%

Arista Networks

2.07%

$1,169.13

$146.14

+$471.52

67.59%

Strategy Inc Class A

1.87%

$1,055.37

$351.79

-$394.82

27.23%

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

Sold

Allocation

Total Net Worth

$56,565.21

Performance

Portfolio Performance

We are calculating your portfolio performance.

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