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investment_sage_jonas

@investment_sage_jonas · 🇨🇭 Switzerland

15y/o
irgendwann selbstständig 🙏

Positions20

Dividend received$314.98

Investing since09.2021

Positions

Title

Weight

Position

P/L

Gold

965515x0.495

10.15%

$1,451.70

$2,935.70

+$524.67

56.60%

Meta Platforms

METAx2

9.55%

$1,366.67

$683.34

+$621.09

83.30%

Nvidia

NVDAx10

9.38%

$1,342.82

$134.28

+$463.42

52.70%

Zurich Insurance Group

ZURNx2

8.96%

$1,281.91

$640.96

+$439.82

52.23%

Apple

AAPLx5

8.58%

$1,227.37

$245.47

+$482.37

64.75%

Vanguard FTSE All-World ETF

VWRLx7.736

7.72%

$1,104.36

$142.76

+$26.87

2.49%

Tesla

TSLAx3

7.08%

$1,012.68

$337.56

+$259.27

34.41%

Rheinmetall

RHMx1

6.53%

$934.49

+$338.36

56.76%

Roche Holdings

ROGx2

4.63%

$661.99

$330.99

-$27.58

4.00%

Uber

UBERx7.71

4.25%

$608.10

$78.87

+$112.19

22.62%

AMD

AMDx5.06

3.92%

$561.28

$110.92

-$236.03

29.60%

Siemens Energ

ENRx8.97

3.78%

$541.33

$60.35

+$72.28

15.41%

Nestle ADR

NSRGYx5

3.32%

$475.09

$95.02

-$142.88

23.12%

Microsoft

MSFTx1

2.85%

$408.17

-$15.86

3.74%

Novo Nordisk

NOVO Bx4.65

2.85%

$407.94

$87.73

+$12.74

3.22%

Amazon

AMZNx1.334

2.02%

$289.28

$216.80

+$44.58

18.22%

Alphabet

GOOGLx1.357

1.70%

$243.62

$179.53

-$6.47

2.59%

XRP

XRPx75

1.35%

$193.28

$2.577

-$52.44

21.34%

Bitcoin

BTCx0.001233

0.83%

$119.12

$96,609.48

+$38.79

48.29%

Ethereum

ETHx0.0283

0.55%

$78.31

$2,767.01

-$23.12

22.80%

Crypto data from CoinGecko · Finance data from FactSet · LSX Data

Sold

Allocation

Total Net Worth$14,309.51

Performance

Portfolio Performance

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Crypto data from CoinGecko · Finance data from FactSet · LSX Data