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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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Positions15

Dividend received$254.42

Investing since07.2024

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

21.45%

$11,282.65

$156.70

+$1,574.45

16.22%

16.25%

$8,548.30

$152.65

+$4,549.30

113.76%

13.85%

$7,284.89

$235.00

+$2,118.21

41.00%

iShares Swiss Dividend ETF (CH)

11.28%

$5,931.38

$211.83

+$392.25

7.08%

5.31%

$2,790.56

$232.55

+$283.34

11.30%

4.76%

$2,502.63

$166.84

+$896.16

55.78%

4.19%

$2,206.31

$55.16

-$197.21

8.21%

4.10%

$2,157.16

$239.68

+$330.78

18.11%

3.77%

$1,980.77

$495.19

+$289.32

17.10%

3.50%

$1,840.64

$80.03

-$7.42

0.40%

Xtrackers NASDAQ 100 ETF

3.43%

$1,804.99

$54.70

+$268.51

17.48%

3.12%

$1,642.94

$102.68

+$1,036.85

171.07%

Arista Networks

2.17%

$1,139.61

$142.45

+$442.01

63.36%

Strategy Inc Class A

1.91%

$1,003.16

$334.39

-$447.03

30.83%

0.91%

$478.52

$68.36

-$61.90

11.45%

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

Sold

Allocation

Total Net Worth$52,594.50

Performance

Portfolio Performance

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