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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$876.14

Investing since07.2024

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

18.88%

$13,417.03

$186.35

+$3,708.82

38.20%

17.38%

$12,348.93

$189.98

+$6,745.03

120.36%

iShares Swiss Dividend ETF (CH)

16.93%

$12,032.14

$218.77

+$385.01

3.31%

iShares S&P 500 Info Technolg Sctr ETF A

14.87%

$10,566.40

$54.75

+$2,167.44

25.81%

7.45%

$5,292.22

$66.99

-$1,774.55

25.11%

7.20%

$5,113.64

$730.52

+$829.32

19.36%

4.98%

$3,538.76

$235.92

+$1,932.30

120.28%

Siemens Energy AG

3.69%

$2,624.40

$164.03

+$2,018.31

333.01%

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

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Allocation

Total Net Worth

$71,059.65

Performance

Portfolio Performance

We are calculating your portfolio performance.

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