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SwissWealthBuilder

@SwissWealthBuilder · 🇨🇭 Svizzera

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

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Posizioni17

Dividendi ricevuti39.505,28 USD

Investito da04.2017

Posizioni

Titolo

Peso

Posizione

P/L

Säule 3a

20,97%

200.234,09 USD

+68.705,33 USD

52,24%

iShares Core MSCI World ETF

IWDAx1799

17,58%

167.854,81 USD

93,30 USD

-22.175,53 USD

11,67%

Bargeld

9,62%

91.810,24 USD

Zurich Insurance Group

ZURNx145

9,60%

91.634,06 USD

631,96 USD

+28.291,56 USD

44,66%

Swiss Re

SRENx430

6,85%

65.415,08 USD

152,13 USD

+13.328,37 USD

25,59%

iShares MSCI ACWI ETF

ISACx776

6,30%

60.127,58 USD

77,48 USD

-6913,78 USD

10,31%

Swiss Life

SLHNx65

5,70%

54.457,34 USD

837,81 USD

+30.578,27 USD

128,05%

Holcim

HOLNx570

5,59%

53.414,46 USD

93,71 USD

+21.395,42 USD

66,82%

Säule 2

4,95%

47.215,14 USD

-1128,03 USD

2,33%

Apple

AAPLx250

4,76%

45.487,97 USD

181,95 USD

+2285,40 USD

5,29%

iShares Core S&P 500 ETF

CSPXx45

2,47%

23.577,12 USD

523,94 USD

-2189,88 USD

8,50%

iShares Gold ETF (CH)

CSGOLDx68

1,98%

18.887,00 USD

277,75 USD

+2772,50 USD

17,21%

Cash Balance USD

1,46%

13.915,52 USD

Main Street Capital

MAINx200

1,02%

9760,94 USD

48,80 USD

+56,53 USD

0,58%

Bitcoin

BTCx0,124

0,99%

9482,57 USD

76.706,34 USD

+161,75 USD

1,74%

BIT

Bitcoin

x0,0104

0,11%

1012,62 USD

97.461,00 USD

+0,00 USD

0,00%

Cash Balance CHF

0,05%

513,55 USD

LSX Data · Dati finanziari di FactSet · Dati crittografici di CoinGecko

Venduto

Allocazione

Patrimonio totale954.800,09 USD

Performance

Performance del portafoglio

Stiamo calcolando la performance del tuo portafoglio.

LSX Data · Dati finanziari di FactSet · Dati crittografici di CoinGecko