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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$340.81

Investing since07.2024

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

19.87%

$12,210.45

$169.59

+$2,502.25

25.77%

17.89%

$10,993.34

$169.13

+$5,389.44

96.17%

iShares Swiss Dividend ETF (CH)

13.56%

$8,328.11

$225.08

+$832.13

11.10%

9.59%

$5,894.07

$327.45

+$3,008.51

104.26%

iShares S&P 500 Info Technolg Sctr ETF A

6.66%

$4,090.51

$41.32

+$8.38

0.21%

5.07%

$3,116.32

$62.33

+$218.06

7.52%

5.05%

$3,102.30

$238.64

+$366.67

13.40%

4.90%

$3,009.41

$85.98

-$732.29

19.57%

4.58%

$2,811.87

$187.46

+$1,205.40

75.03%

Siemens Energy AG

4.38%

$2,691.01

$168.19

+$2,084.93

344.00%

3.46%

$2,125.59

$57.45

-$684.49

24.36%

3.21%

$1,974.62

$658.21

+$112.94

6.07%

Arista Networks

1.77%

$1,090.50

$136.31

+$392.90

56.32%

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

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Allocation

Total Net Worth

$61,438.10

Performance

Portfolio Performance

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