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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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Positions13

Dividend received$340.81

Investing since07.2024

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

19.55%

$12,059.78

$167.50

+$2,351.58

24.22%

17.81%

$10,991.09

$169.09

+$5,387.19

96.13%

iShares Swiss Dividend ETF (CH)

13.73%

$8,473.52

$229.01

+$977.53

13.04%

12.26%

$7,561.40

$315.06

+$3,640.28

92.84%

iShares S&P 500 Info Technolg Sctr ETF A

6.71%

$4,142.14

$41.84

+$60.01

1.47%

4.87%

$3,005.47

$91.07

-$570.31

15.95%

4.78%

$2,946.45

$226.65

+$210.82

7.71%

4.59%

$2,830.87

$188.72

+$1,224.40

76.22%

4.23%

$2,608.10

$52.16

-$290.16

10.01%

3.90%

$2,408.40

$65.09

-$401.67

14.29%

Siemens Energy AG

3.73%

$2,302.24

$143.89

+$1,696.16

279.85%

2.11%

$1,300.31

$650.16

+$85.30

7.02%

Arista Networks

1.73%

$1,066.97

$133.37

+$369.37

52.95%

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

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Allocation

Total Net Worth

$61,696.73

Performance

Portfolio Performance

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