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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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Positions12

Dividend received$881.14

Investing since07.2024

Positions

Title

Weight

Position

P/L

iShares Swiss Dividend ETF (CH)

20.28%

$13,595.61

$247.19

+$1,948.48

16.73%

Vanguard FTSE All-World ETF

19.57%

$13,117.74

$182.19

+$3,409.54

35.12%

17.92%

$12,014.83

$184.84

+$6,410.93

114.40%

iShares S&P 500 Info Technolg Sctr ETF A

13.65%

$9,150.51

$50.00

+$1,149.40

14.37%

7.34%

$4,916.92

$62.24

-$2,149.85

30.42%

6.41%

$4,296.82

$613.83

+$12.50

0.29%

4.59%

$3,079.74

$205.32

+$1,473.27

91.71%

Siemens Energy AG

3.37%

$2,261.55

$141.35

+$1,655.47

273.14%

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

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Allocation

Total Net Worth

$67,030.48

Performance

Portfolio Performance

We are calculating your portfolio performance.

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