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investment_sage_jonas

@investment_sage_jonas · 🇨🇭 Switzerland

15y/o
irgendwann selbstständig 🙏

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Positions20

Dividend received$313.73

Investing since09.2021

Positions

Title

Weight

Position

P/L

Vanguard FTSE All-World ETF

13.57%

$1,953.32

$141.90

+$86.37

4.63%

10.25%

$1,475.01

$147.50

+$595.61

67.73%

9.47%

$1,363.00

$2,756.32

+$435.96

47.03%

8.73%

$1,257.37

$419.12

+$503.96

66.89%

8.71%

$1,253.62

$626.81

+$508.04

68.14%

Zurich Insurance Group

8.23%

$1,184.96

$592.48

+$342.87

40.72%

7.74%

$1,113.70

$222.74

+$368.70

49.49%

5.22%

$751.46

$751.46

+$155.33

26.06%

4.18%

$601.44

$300.72

-$88.13

12.78%

3.65%

$525.04

$68.10

+$29.13

5.87%

3.09%

$445.56

$445.56

+$21.53

5.08%

2.84%

$409.43

$81.89

-$208.54

33.75%

2.71%

$390.05

$123.43

-$182.35

31.86%

2.61%

$376.22

$80.91

-$18.99

4.80%

2.16%

$311.14

$233.19

+$66.44

27.15%

1.87%

$268.80

$198.08

+$18.70

7.48%

1.78%

$256.51

$256.00

+$70.66

38.02%

1.65%

$238.19

$3.176

-$7.53

3.06%

0.90%

$129.12

$104,717.23

+$48.79

60.74%

0.64%

$92.73

$3,276.76

-$8.69

8.57%

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Allocation

Total Net Worth$14,396.69

Performance

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