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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 ricevuti40.456,37 USD

Investito da12.2017

Posizioni

Titolo

Peso

Posizione

P/L

iShares Core MSCI World ETF

IWDAx1932

21,67%

226.970,93 USD

117,48 USD

+22.982,16 USD

11,27%

Säule 3a

20,47%

214.379,73 USD

+82.850,97 USD

62,99%

Zurich Insurance Group

ZURNx145

9,63%

100.900,29 USD

695,86 USD

+37.557,79 USD

59,29%

iShares MSCI ACWI ETF

ISACx776

7,22%

75.585,04 USD

97,40 USD

+3036,12 USD

4,18%

Swiss Re

SRENx430

7,06%

73.898,66 USD

171,86 USD

+17.683,48 USD

31,46%

Bargeld

6,60%

69.177,10 USD

Swiss Life

SLHNx65

6,25%

65.425,28 USD

1006,54 USD

+41.546,21 USD

173,99%

Säule 2

5,48%

57.390,24 USD

+3283,01 USD

6,07%

Apple

AAPLx250

4,80%

50.300,78 USD

201,20 USD

+9876,20 USD

24,43%

Holcim

HOLNx570

4,07%

42.582,31 USD

74,71 USD

+10.563,27 USD

32,99%

iShares Core S&P 500 ETF

CSPXx45

2,83%

29.621,14 USD

658,25 USD

+3854,14 USD

14,96%

iShares Gold ETF (CH)

CSGOLDx68

1,54%

16.114,50 USD

236,98 USD

-0,00 USD

0,00%

Bitcoin

BTCx0,124

1,27%

13.282,60 USD

107.445,54 USD

+3961,78 USD

42,50%

Main Street Capital

MAINx200

1,12%

11.778,14 USD

58,89 USD

+3361,26 USD

39,93%

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

Venduto

Allocazione

Patrimonio totale1.047.406,76 USD

Performance

Performance del portafoglio

Stiamo calcolando la performance del tuo portafoglio.

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