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Zugo

@Zugo1 · 🇨🇭 Switzerland

📈 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 CHF als nächstes Ziel
Danach die 100.000 CHF-Marke knacken
🚀 Strategie: Diversifiziert investieren, gezielt Chancen bei Einzelaktien nutzen

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Positions17

Dividend received$31.05

Investing since04.2023

Positions

Title

Weight

Position

P/L

35.29%

$10,692.02

$100.87

+$5,527.26

107.02%

Vanguard FTSE All-World ETF

16.49%

$4,996.53

$142.76

+$343.78

7.39%

5.92%

$1,795.30

$179.53

-$15.02

0.83%

iShares Swiss Dividend ETF (CH)

5.74%

$1,738.89

$193.21

+$94.25

5.73%

5.39%

$1,632.68

$408.17

-$58.77

3.47%

CrowdStrike Hldg

5.36%

$1,624.84

$406.21

+$437.61

36.86%

4.46%

$1,350.25

$337.56

+$338.05

33.40%

Xtrackers NASDAQ 100 ETF

3.63%

$1,098.90

$49.95

+$56.60

5.43%

3.33%

$1,009.00

$84.08

-$24.33

2.35%

3.19%

$965.59

$60.35

+$359.50

59.32%

2.97%

$900.53

$300.18

-$550.48

37.94%

2.62%

$793.87

$46.70

+$94.42

13.50%

1.44%

$435.96

$48.44

+$31.10

7.68%

1.43%

$433.60

$216.80

+$10.43

2.46%

1.24%

$375.00

$75.00

-$23.96

6.00%

ABB ADR Representing One

1.14%

$346.93

$57.82

+$6.44

1.89%

0.37%

$110.92

$110.92

-$37.31

25.17%

Finance data from FactSet · LSX Data

Sold

Allocation

Total Net Worth$30,300.81

Performance

Portfolio Performance

We are calculating your portfolio performance.

Finance data from FactSet · LSX Data