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

Positions14

Dividend received$294.84

Investing since07.2024

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

19.26%

$11,888.85

$165.12

+$2,180.65

22.46%

19.24%

$11,876.87

$182.72

+$6,272.97

111.94%

iShares Swiss Dividend ETF (CH)

12.52%

$7,726.71

$220.76

+$689.45

9.80%

12.02%

$7,421.70

$309.24

+$3,500.58

89.28%

iShares S&P 500 Info Technolg Sctr ETF A

5.75%

$3,546.37

$41.72

+$52.04

1.49%

5.08%

$3,137.12

$95.06

-$438.66

12.27%

4.77%

$2,941.44

$226.26

+$205.81

7.52%

4.26%

$2,631.84

$71.13

-$178.23

6.34%

4.26%

$2,627.68

$175.18

+$1,021.21

63.57%

4.07%

$2,511.36

$50.23

-$386.90

13.35%

Siemens Energy AG

3.63%

$2,243.02

$140.19

+$1,636.94

270.08%

2.09%

$1,288.29

$644.15

+$73.28

6.03%

Arista Networks

1.62%

$999.12

$124.89

+$301.52

43.22%

Costco Wholesale

1.43%

$884.00

$884.00

+$10.38

1.19%

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

Sold

Allocation

Total Net Worth

$61,724.37

Performance

Portfolio Performance

We are calculating your portfolio performance.

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