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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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Positions13

Dividend received$829.59

Investing since07.2024

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

19.51%

$13,644.83

$189.51

+$3,936.63

40.55%

iShares Swiss Dividend ETF (CH)

17.88%

$12,506.24

$235.97

+$1,337.85

11.98%

16.22%

$11,344.66

$174.53

+$5,740.76

102.44%

iShares S&P 500 Info Technolg Sctr ETF A

13.58%

$9,497.51

$51.90

+$1,608.01

20.38%

8.88%

$6,208.63

$78.59

-$858.14

12.14%

5.93%

$4,145.73

$592.25

-$138.59

3.23%

4.84%

$3,388.11

$225.87

+$1,781.64

110.90%

Siemens Energy AG

4.25%

$2,973.00

$185.81

+$2,366.91

390.52%

2.49%

$1,739.43

$124.25

+$340.36

24.33%

Arista Networks Inc

2.28%

$1,594.13

$199.27

+$896.53

128.52%

2.16%

$1,512.11

$151.21

+$293.82

24.12%

1.28%

$893.66

$178.73

+$77.30

9.47%

0.71%

$493.82

$18.29

+$55.57

12.68%

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

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Allocation

Total Net Worth

$69,941.87

Performance

Portfolio Performance

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