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SwissWealthBuilder

🇨🇭 Svizzera · @SwissWealthBuilder

SwissWealthBuilder | Jahrgang 1984
Investiere seit 2015 mit Fokus auf Schweizer Aktien, ETFs & Tech. Langfristiges Wealth-Building. 👨‍👩‍👧‍👦

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Posizioni14

Dividendi ricevuti40.346,37 USD

Investito da12.2017

Posizioni

Titolo

Peso

Posizione

P/L

iShares Core MSCI World ETF

IWDAx1932

20,78%

221.463,54 USD

114,63 USD

+17.474,77 USD

8,57%

Säule 3a

20,11%

214.379,73 USD

+82.850,97 USD

62,99%

Zurich Insurance Group

ZURNx145

9,63%

102.603,54 USD

707,61 USD

+39.261,04 USD

61,98%

Swiss Re

SRENx430

7,10%

75.642,73 USD

175,91 USD

+19.427,56 USD

34,56%

iShares MSCI ACWI ETF

ISACx776

6,90%

73.570,81 USD

94,81 USD

+1021,89 USD

1,41%

Bargeld

6,49%

69.177,10 USD

Holcim

HOLNx570

6,17%

65.739,75 USD

115,33 USD

+33.720,70 USD

105,31%

Swiss Life

SLHNx65

6,13%

65.384,73 USD

1005,92 USD

+41.505,66 USD

173,82%

Säule 2

5,38%

57.390,24 USD

+3283,01 USD

6,07%

Apple

AAPLx250

4,79%

51.030,81 USD

204,12 USD

+10.606,24 USD

26,24%

iShares Core S&P 500 ETF

CSPXx45

2,70%

28.775,16 USD

639,45 USD

+3008,16 USD

11,67%

iShares Gold ETF (CH)

CSGOLDx68

1,51%

16.114,50 USD

236,98 USD

-0,00 USD

0,00%

Bitcoin

BTCx0,124

1,23%

13.093,74 USD

105.917,79 USD

+3772,92 USD

40,48%

Main Street Capital

MAINx200

1,08%

11.494,54 USD

57,47 USD

+3077,65 USD

36,57%

<contenitore>Dati LSX</contenitore> · Dati finanziari di FactSet · Dati crittografici di CoinGecko

Venduto

Allocazione

Patrimonio totale1.065.860,92 USD

Performance

Performance del portafoglio

Stiamo calcolando la performance del tuo portafoglio.

<contenitore>Dati LSX</contenitore> · Dati finanziari di FactSet · Dati crittografici di CoinGecko