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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

19.68%

$12,456.87

$173.01

+$2,748.67

28.31%

iShares Swiss Dividend ETF (CH)

15.97%

$10,105.30

$229.67

+$997.83

10.96%

13.91%

$8,805.58

$135.47

+$3,201.68

57.13%

9.82%

$6,217.53

$248.70

+$927.26

17.53%

9.55%

$6,045.88

$106.07

+$558.66

10.18%

iShares S&P 500 Info Technolg Sctr ETF A

9.34%

$5,913.67

$41.94

+$170.48

2.97%

Alphabet Inc. Class A

6.30%

$3,990.52

$332.54

+$2,009.98

101.49%

Siemens Energy AG

5.11%

$3,232.80

$202.05

+$2,626.71

433.39%

4.65%

$2,945.14

$196.34

+$1,338.67

83.33%

3.14%

$1,985.66

$661.89

+$123.97

6.66%

Arista Networks

1.96%

$1,237.56

$154.70

+$539.96

77.40%

0.56%

$356.92

$178.46

+$18.32

5.41%

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

Sold

Allocation

Total Net Worth

$63,293.43

Performance

Portfolio Performance

We are calculating your portfolio performance.

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