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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$340.81

Investing since07.2024

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

21.62%

$12,301.21

$170.85

+$2,593.01

26.71%

iShares Swiss Dividend ETF (CH)

16.32%

$9,287.01

$238.13

+$1,322.77

16.61%

14.85%

$8,449.28

$129.99

+$2,845.38

50.77%

iShares S&P 500 Info Technolg Sctr ETF A

8.03%

$4,571.24

$40.10

-$135.70

2.88%

7.70%

$4,384.54

$199.30

-$280.13

6.01%

6.52%

$3,708.12

$309.01

+$1,727.58

87.23%

6.41%

$3,646.95

$75.98

-$1,145.06

23.90%

Siemens Energy AG

5.29%

$3,013.02

$188.31

+$2,406.93

397.13%

4.95%

$2,814.29

$187.62

+$1,207.82

75.19%

3.41%

$1,940.93

$646.98

+$79.25

4.26%

2.85%

$1,624.68

$43.91

-$1,185.40

42.18%

Arista Networks

2.05%

$1,166.57

$145.82

+$468.96

67.22%

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

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Allocation

Total Net Worth

$56,907.85

Performance

Portfolio Performance

We are calculating your portfolio performance.

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