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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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Positions12

Dividend received$571.36

Investing since07.2024

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

19.66%

$12,448.42

$172.89

+$2,740.21

28.23%

iShares Swiss Dividend ETF (CH)

15.96%

$10,105.30

$229.67

+$997.83

10.96%

13.94%

$8,823.57

$135.75

+$3,219.67

57.45%

9.82%

$6,217.77

$248.71

+$927.50

17.53%

9.58%

$6,063.16

$106.37

+$575.94

10.50%

iShares S&P 500 Info Technolg Sctr ETF A

9.34%

$5,910.80

$41.92

+$167.61

2.92%

Alphabet Inc. Class A

6.29%

$3,981.49

$331.79

+$2,000.96

101.03%

Siemens Energy AG

5.10%

$3,228.59

$201.79

+$2,622.51

432.70%

4.63%

$2,932.17

$195.48

+$1,325.70

82.52%

3.15%

$1,991.99

$664.00

+$130.30

7.00%

Arista Networks

1.95%

$1,235.89

$154.49

+$538.29

77.16%

0.58%

$365.58

$182.79

+$26.97

7.97%

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

Sold

Allocation

Total Net Worth

$63,304.73

Performance

Portfolio Performance

We are calculating your portfolio performance.

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