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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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Positions14

Dividend received$709.51

Investing since07.2024

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

19.12%

$13,328.22

$185.11

+$3,620.02

37.29%

14.87%

$10,365.70

$159.47

+$4,761.80

84.97%

iShares Swiss Dividend ETF (CH)

14.59%

$10,175.89

$231.27

+$1,068.42

11.73%

iShares S&P 500 Info Technolg Sctr ETF A

10.67%

$7,437.34

$52.75

+$1,694.15

29.50%

9.47%

$6,599.92

$264.00

+$1,309.65

24.76%

7.00%

$4,878.92

$85.60

-$608.31

11.09%

Alphabet Inc. Class A

6.47%

$4,508.94

$375.74

+$2,528.40

127.66%

4.72%

$3,294.25

$219.62

+$1,687.79

105.06%

4.39%

$3,062.69

$612.54

-$9.26

0.30%

Siemens Energy AG

4.27%

$2,979.11

$186.19

+$2,373.02

391.53%

Arista Networks Inc

1.94%

$1,353.35

$169.17

+$655.75

94.00%

1.04%

$724.66

$181.17

+$50.93

7.56%

0.74%

$515.35

$128.84

-$15.67

2.95%

0.72%

$499.65

$18.51

+$61.40

14.01%

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

Sold

Allocation

Total Net Worth

$69,723.99

Performance

Portfolio Performance

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