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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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Posizioni20

Dividendi ricevuti39.394,50 USD

Investito da04.2017

Posizioni

Titolo

Peso

Posizione

P/L

Säule 3a

19,18%

203.098,26 USD

+71.569,49 USD

54,41%

iShares Core MSCI World ETF

IWDAx1.619

17,07%

180.768,65 USD

111,65 USD

+10.804,71 USD

6,36%

Zurich Insurance Group

ZURNx145

8,78%

92.938,60 USD

640,96 USD

+29.596,10 USD

46,72%

Bargeld

8,67%

91.810,24 USD

iShares MSCI ACWI ETF

ISACx776

6,76%

71.541,77 USD

92,19 USD

+4.500,41 USD

6,71%

Swiss Re

SRENx430

6,23%

65.932,91 USD

153,33 USD

+13.846,20 USD

26,58%

Apple

AAPLx250

5,80%

61.368,26 USD

245,47 USD

+18.165,68 USD

42,05%

Holcim

HOLNx570

5,64%

59.713,75 USD

104,76 USD

+27.694,71 USD

86,49%

Swiss Life

SLHNx65

5,20%

55.075,64 USD

847,32 USD

+31.468,31 USD

133,30%

Säule 2

4,46%

47.215,14 USD

-1.128,03 USD

2,33%

iShares Core S&P 500 ETF

CSPXx45

2,72%

28.797,34 USD

639,94 USD

+3.030,34 USD

11,76%

Main Street Capital

MAINx450

2,64%

28.000,09 USD

62,22 USD

+8.198,09 USD

41,40%

iShares Gold ETF (CH)

CSGOLDx68

1,71%

18.098,83 USD

266,16 USD

+1.984,33 USD

12,31%

Tesla

TSLAx50

1,59%

16.878,07 USD

337,56 USD

-2.427,32 USD

12,57%

LGH

Call Basket

LGHRCHx15

1,59%

16.804,28 USD

1.120,29 USD

+0,00 USD

0,00%

Bitcoin

BTCx0,124

1,13%

11.918,04 USD

96.407,36 USD

+2.597,22 USD

27,86%

Omega Healthcare

OHIx201

0,68%

7.176,74 USD

35,71 USD

+1.208,41 USD

20,25%

BIT

Bitcoin

x0,0104

0,10%

1.012,62 USD

97.461,00 USD

+0,00 USD

0,00%

Cash Balance CHF

0,06%

599,47 USD

Cash Balance USD

0,01%

93,93 USD

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

Venduto

Allocazione

Patrimonio totale1.058.842,62 USD

Performance

Performance del portafoglio

Stiamo calcolando la performance del tuo portafoglio.

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