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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 CHF als nächstes Ziel
Danach die 100.000 CHF-Marke knacken
🚀 Strategie: Diversifiziert investieren, gezielt Chancen bei Einzelaktien nutzen

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Positions13

Dividend received$294.84

Investing since07.2024

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

20.20%

$11,490.24

$159.59

+$1,782.04

18.36%

17.72%

$10,079.86

$155.07

+$4,475.59

79.86%

13.71%

$7,802.80

$300.11

+$3,499.81

81.33%

iShares Swiss Dividend ETF (CH)

12.58%

$7,158.67

$216.93

+$561.96

8.52%

5.52%

$3,139.33

$104.64

-$181.81

5.47%

iShares S&P 500 Info Technolg Sctr ETF A

5.17%

$2,943.36

$40.32

-$40.66

1.36%

5.05%

$2,872.58

$220.97

+$136.96

5.01%

4.75%

$2,704.28

$180.29

+$1,097.81

68.34%

4.19%

$2,381.37

$47.63

-$516.89

17.83%

3.93%

$2,236.90

$65.79

-$375.11

14.36%

3.42%

$1,944.30

$121.52

+$1,338.21

220.80%

2.09%

$1,190.42

$595.21

-$24.59

2.02%

Arista Networks

1.67%

$950.59

$118.82

+$252.98

36.26%

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

Sold

Allocation

Total Net Worth

$56,894.70

Performance

Portfolio Performance

We are calculating your portfolio performance.

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