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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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Positions14

Dividend received$681.36

Investing since07.2024

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

19.46%

$13,044.86

$181.18

+$3,336.66

34.37%

iShares Swiss Dividend ETF (CH)

14.78%

$9,904.24

$225.10

+$796.77

8.75%

12.97%

$8,695.22

$133.77

+$3,091.32

55.16%

10.30%

$6,906.52

$276.26

+$1,616.24

30.55%

iShares S&P 500 Info Technolg Sctr ETF A

9.88%

$6,624.62

$46.98

+$881.43

15.35%

7.48%

$5,015.96

$88.00

-$471.26

8.59%

Alphabet Inc. Class A

7.09%

$4,754.22

$396.18

+$2,773.68

140.05%

Siemens Energy AG

5.20%

$3,483.33

$217.71

+$2,877.24

474.73%

4.65%

$3,117.27

$207.82

+$1,510.80

94.05%

4.58%

$3,071.81

$614.36

+$0.24

0.01%

Arista Networks

1.70%

$1,136.15

$142.02

+$438.54

62.86%

0.74%

$494.61

$247.31

+$156.01

46.07%

0.65%

$437.46

$16.20

-$0.79

0.18%

0.50%

$335.93

$167.96

-$5.54

1.62%

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

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Allocation

Total Net Worth

$67,022.19

Performance

Portfolio Performance

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