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🇨🇭 Switzerland · @Yuichi

Ein langer weiter weg, der mit Sicherheit viel Freude und wieder mal Angst mitbringt alles für die Zukunft 🚀

Als Core den FTSE All World + Aktien 🛰️
Est. 06/2024 angefangen 🛩️

📈 buy and hold

🏁10.000 erstmal Jahr 2025 🏁
✅ ✅ ✅ ✅ ⬜️

🏁20.000 nächste Stufe 2026 🏁
⬜️ ⬜️ ⬜️ ⬜️ ⬜️

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Positions37

Dividend received$339.75

Investing since06.2024

Positions

Title

Weight

Position

P/L

12.68%

$1,171.78

$1,143.31

+$497.53

73.79%

6.13%

$566.14

$566.14

+$17.47

3.18%

5.73%

$529.43

$529.43

+$10.48

2.02%

Berkshire Hathaway (B)

5.41%

$499.50

$487.19

+$2.91

0.59%

5.07%

$468.44

$436.91

-$3.13

0.66%

4.96%

$458.63

$404.16

-$99.52

17.83%

4.84%

$447.55

$397.29

+$72.65

19.38%

Alphabet Inc. Class A

4.61%

$425.79

$364.48

+$100.95

31.08%

4.14%

$382.48

$324.48

-$6.76

1.74%

4.10%

$379.22

$282.47

-$35.84

8.64%

3.38%

$312.07

$312.07

+$14.85

5.00%

Vanguard FTSE All-World ETF

3.34%

$308.90

$180.64

-$2.52

0.81%

3.15%

$291.09

$291.09

-$7.52

2.52%

3.06%

$282.25

$244.17

+$46.43

19.69%

Johnson&Johnson

2.95%

$272.52

$236.70

+$32.49

13.53%

2.50%

$230.88

$203.15

-$7.84

3.28%

2.25%

$207.47

$207.47

-$14.56

6.56%

2.22%

$205.11

$178.96

-$12.06

5.55%

2.15%

$198.79

$118.85

+$20.03

11.21%

1.93%

$178.04

$148.37

+$7.98

4.70%

Booking Holding

1.78%

$164.49

$164.49

-$3.15

1.88%

1.73%

$160.27

$1,766.70

+$54.78

51.93%

Rocket Lab Corp

1.55%

$142.87

$108.51

+$54.17

61.07%

1.44%

$132.94

$81.58

-$1.88

1.40%

1.33%

$122.50

$101.01

-$5.67

4.42%

1.08%

$100.08

$99.24

-$3.24

3.13%

1.05%

$97.39

$97.39

-$3.22

3.21%

Hermes International SCA

0.90%

$83.27

$1,918.50

+$1.85

2.27%

0.88%

$81.20

$81.20

-$0.62

0.76%

0.79%

$72.91

$36.45

-$5.07

6.50%

0.76%

$70.50

$11.42

-$5.31

7.01%

Parker-Hannifin

0.60%

$55.37

$905.46

-$3.36

5.72%

Deutsche Telekom

0.58%

$53.78

$32.03

-$3.14

5.52%

0.48%

$44.74

$44.74

-$3.57

7.39%

WisdomTree CORE PHYSICAL GOLD

0.24%

$22.06

$423.63

-$1.18

5.10%

0.19%

$17.92

$913.08

+$0.48

2.78%

1211x0.000000002

0.00%

$0.00000002241

$11.20

-$0.00000000651

22.51%

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

Sold

Allocation

Total Net Worth

$9,238.40

Performance

Portfolio Performance

We are calculating your portfolio performance.

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