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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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Positions11

Dividend received$353.82

Investing since07.2024

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

20.10%

$11,994.58

$166.59

+$2,286.38

23.55%

16.36%

$9,764.72

$150.23

+$4,160.82

74.25%

iShares Swiss Dividend ETF (CH)

16.17%

$9,651.07

$235.39

+$1,218.61

14.45%

9.43%

$5,628.50

$98.75

+$141.28

2.57%

9.13%

$5,449.49

$217.98

+$159.22

3.01%

iShares S&P 500 Info Technolg Sctr ETF A

8.41%

$5,020.47

$39.53

-$194.58

3.73%

6.01%

$3,587.78

$298.98

+$1,607.24

81.15%

Siemens Energy AG

4.76%

$2,842.15

$177.63

+$2,236.07

368.94%

4.49%

$2,677.98

$178.53

+$1,071.51

66.70%

3.29%

$1,962.23

$654.08

+$100.54

5.40%

Arista Networks

1.85%

$1,104.90

$138.11

+$407.29

58.38%

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

Sold

Allocation

Total Net Worth

$59,683.88

Performance

Portfolio Performance

We are calculating your portfolio performance.

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