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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$438.65

Investing since07.2024

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

20.11%

$11,707.85

$162.61

+$1,999.64

20.60%

17.30%

$10,069.95

$154.92

+$4,466.04

79.70%

iShares Swiss Dividend ETF (CH)

15.50%

$9,022.27

$220.06

+$589.82

6.99%

9.07%

$5,281.81

$211.27

-$8.46

0.16%

9.04%

$5,264.07

$92.35

-$223.15

4.07%

iShares S&P 500 Info Technolg Sctr ETF A

8.46%

$4,925.39

$38.78

-$289.66

5.55%

5.99%

$3,484.71

$290.39

+$1,504.17

75.95%

Siemens Energy AG

5.01%

$2,918.09

$182.38

+$2,312.00

381.46%

4.60%

$2,675.53

$178.37

+$1,069.06

66.55%

3.07%

$1,785.02

$595.01

-$76.67

4.12%

Arista Networks

1.85%

$1,074.19

$134.27

+$376.59

53.98%

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

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Allocation

Total Net Worth

$58,208.87

Performance

Portfolio Performance

We are calculating your portfolio performance.

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