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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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Posizioni16

Dividendi ricevuti30.293,81 USD

Investito da12.2017

Posizioni

Titolo

Peso

Posizione

P/L

iShares Core MSCI World ETF

IWDAx1938

20,14%

234.972,67 USD

121,24 USD

+30.285,84 USD

14,80%

Säule 3a

19,59%

228.504,02 USD

+96.975,25 USD

73,73%

Zurich Insurance Group

ZURNx145

8,85%

103.192,81 USD

711,67 USD

+39.850,31 USD

62,91%

Swiss Re

SRENx430

6,86%

80.021,77 USD

186,10 USD

+22.205,59 USD

38,41%

iShares MSCI ACWI ETF

ISACx776

6,68%

77.974,45 USD

100,48 USD

+3359,34 USD

4,50%

Swiss Life

SLHNx65

6,11%

71.291,45 USD

1096,79 USD

+47.412,38 USD

198,55%

Bargeld

5,93%

69.177,10 USD

Holcim

HOLNx785

5,70%

66.449,37 USD

84,65 USD

+19.649,71 USD

41,99%

Säule 2

5,43%

63.298,93 USD

+9191,69 USD

16,99%

Apple

AAPLx250

4,92%

57.355,91 USD

229,42 USD

+16.931,33 USD

41,88%

iShares Core S&P 500 ETF

CSPXx45

2,64%

30.737,60 USD

683,06 USD

+4970,60 USD

19,29%

AMR

Amrize Ltd

AMRZx570

2,33%

27.200,69 USD

47,72 USD

-2030,08 USD

6,95%

iShares Gold ETF (CH)

CSGOLDx68

1,38%

16.114,50 USD

236,98 USD

-0,00 USD

0,00%

Bitcoin

BTCx0,124

1,24%

14.474,97 USD

117.090,86 USD

+5154,15 USD

55,30%

Main Street Capital

MAINx200

1,12%

13.117,41 USD

65,59 USD

+4700,52 USD

55,85%

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

SPICHAx130

1,08%

12.542,78 USD

96,48 USD

+331,59 USD

2,72%

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

Venduto

Allocazione

Patrimonio totale1.166.426,43 USD

Performance

Performance del portafoglio

Stiamo calcolando la performance del tuo portafoglio.

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