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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$340.81

Investing since07.2024

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

21.63%

$12,261.24

$170.30

+$2,553.04

26.30%

iShares Swiss Dividend ETF (CH)

16.38%

$9,287.01

$238.13

+$1,322.77

16.61%

14.65%

$8,303.04

$127.74

+$2,699.14

48.17%

iShares S&P 500 Info Technolg Sctr ETF A

8.03%

$4,549.61

$39.91

-$157.34

3.34%

7.69%

$4,362.38

$198.29

-$302.29

6.48%

6.51%

$3,692.02

$307.67

+$1,711.48

86.41%

6.45%

$3,655.38

$76.15

-$1,136.64

23.72%

Siemens Energy AG

5.32%

$3,014.13

$188.38

+$2,408.05

397.31%

4.94%

$2,801.65

$186.78

+$1,195.18

74.40%

3.42%

$1,939.03

$646.34

+$77.34

4.15%

2.86%

$1,618.99

$43.76

-$1,191.08

42.39%

Arista Networks

2.13%

$1,207.65

$150.96

+$510.04

73.11%

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

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Allocation

Total Net Worth

$56,692.13

Performance

Portfolio Performance

We are calculating your portfolio performance.

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