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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 ricevuti65,00 USD

Investito da12.2017

Posizioni

Titolo

Peso

Posizione

P/L

iShares Core MSCI World ETF

IWDAx1939

20,76%

237.166,81 USD

122,31 USD

+32.358,98 USD

15,80%

Säule 3a

20,00%

228.504,02 USD

+96.975,25 USD

73,73%

Zurich Insurance Group

ZURNx145

9,28%

106.007,79 USD

731,09 USD

+21.521,81 USD

25,47%

iShares MSCI ACWI ETF

ISACx776

6,89%

78.708,32 USD

101,43 USD

+4093,21 USD

5,49%

Swiss Re

SRENx430

6,82%

77.900,37 USD

181,16 USD

+20.084,19 USD

34,74%

Swiss Life

SLHNx65

6,15%

70.292,67 USD

1081,43 USD

+16.675,32 USD

31,10%

Bargeld

6,05%

69.177,10 USD

Holcim

HOLNx785

5,75%

65.682,19 USD

83,67 USD

+18.882,53 USD

40,35%

Säule 2

5,54%

63.298,93 USD

+9191,69 USD

16,99%

Apple

AAPLx250

5,07%

57.966,52 USD

231,87 USD

+17.541,95 USD

43,39%

iShares Core S&P 500 ETF

CSPXx45

2,71%

31.007,15 USD

689,05 USD

+5240,15 USD

20,34%

iShares iShares Gold ETF (CH) Class A

CSGOLDx95

2,67%

30.478,11 USD

320,82 USD

+5701,41 USD

23,01%

Bitcoin

BTCx0,124

1,17%

13.405,85 USD

108.442,54 USD

+4085,03 USD

43,83%

UBS UBS ETF (CH) - SPI Anteile -CHF dis-

SPICHAx130

1,13%

12.911,95 USD

99,32 USD

+700,76 USD

5,74%

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

Venduto

Allocazione

Patrimonio totale1.142.507,79 USD

Performance

Performance del portafoglio

Stiamo calcolando la performance del tuo portafoglio.

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