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finanzperpetuum

🇨🇭 Svizzera · @finanzperpetuum

🙋🏻‍♂️ m / Baujahr 75
Seit 1998 an der Börse unterwegs 📈
2018 🇩🇪->🇨🇭
Alles selbst erarbeitet ☝🏼

Mostra di più

Posizioni65

Dividendi ricevuti96.655,20 USD

Investito da04.2008

Posizioni

Titolo

Peso

Posizione

P/L

Xtrackers MSCI EMU ETF

XD5Ex782

7,44%

59.085,14 USD

75,56 USD

+20.006,88 USD

51,20%

UBS ETF (CH) SLI® (CHF)

SLICHAx173,04

6,16%

48.866,96 USD

282,40 USD

+14.221,01 USD

41,05%

Roche Holdings

ROGx85,34

4,84%

38.420,96 USD

450,20 USD

+17.050,21 USD

79,78%

Vanguard FTSE All-Wld Hgh Div Yld ETF D

VHYLx390,03

4,23%

33.584,35 USD

86,11 USD

+7648,96 USD

29,49%

Amundi MSCI World Swap II UCITS ETF Act -Dist-

WLDx73,84

4,17%

33.099,16 USD

448,25 USD

+13.590,22 USD

69,66%

Vanguard FTSE 100 ETF GBP

VUKEx534

4,09%

32.492,90 USD

60,85 USD

+10.029,84 USD

44,65%

Jungheinrich Pref Shs

JUN3x700

3,80%

30.124,21 USD

43,03 USD

+28.027,10 USD

1336,47%

Metso

METSOx1376

3,39%

26.900,61 USD

19,55 USD

+19.469,55 USD

262,00%

SPDR State Street SPDR S&P 500 ETF

SPYx37,2

3,23%

25.650,11 USD

689,61 USD

+6549,82 USD

34,29%

UBS ETF (CH) SMIM® (CHF)

SMMCHAx64

3,23%

25.632,65 USD

400,51 USD

+6243,34 USD

32,20%

SAF Holland

SFQx920

2,32%

18.438,38 USD

20,04 USD

+7843,33 USD

74,03%

Vanguard FTSEDvlpAsiaPacexJpn ETF USDDis

VAPXx490,27

2,29%

18.170,00 USD

37,06 USD

+5241,96 USD

40,55%

Novo Nordisk

NOVO Bx290

2,16%

17.161,33 USD

59,18 USD

+10.493,38 USD

157,37%

Villeroy & Boch Pref Shs

VIB3x800

2,13%

16.877,24 USD

21,10 USD

+7076,92 USD

72,21%

iShares STOXX Global Select Dividend 100

ISPAx394,83

2,07%

16.445,45 USD

41,65 USD

+3806,26 USD

30,11%

Vossloh

VOSx170

2,05%

16.300,05 USD

95,88 USD

+8206,65 USD

101,40%

Kühne + Nagel

KNINx60

1,75%

13.863,28 USD

231,05 USD

+4689,14 USD

51,11%

Sixt Vz

SIX3x200

1,60%

12.729,34 USD

63,65 USD

+2431,66 USD

23,61%

FreeNet

FNTNx350

1,58%

12.560,74 USD

35,89 USD

+4858,36 USD

63,08%

AbbVie

ABBVx56

1,57%

12.464,50 USD

222,58 USD

+5663,66 USD

83,28%

Ping An of China

2318x1338

1,56%

12.361,28 USD

9,239 USD

+2175,34 USD

21,36%

Cancom

COKx350

1,48%

11.760,14 USD

33,60 USD

+1702,16 USD

16,92%

RTX Corporation

RTXx58

1,47%

11.645,51 USD

200,78 USD

+7592,52 USD

187,33%

Nestlé

NESNx106,61

1,27%

10.091,11 USD

94,66 USD

-583,77 USD

5,47%

IBM

IBMx32,84

1,27%

10.061,17 USD

306,37 USD

+4715,74 USD

88,22%

Unilever PLC

ULVRx142,22

1,22%

9677,13 USD

68,04 USD

+1409,65 USD

17,05%

JP Morgan

JPMx30,96

1,19%

9473,11 USD

306,02 USD

+3878,09 USD

69,31%

BlackRock Funding Inc

BLKx8,163

1,15%

9135,63 USD

1119,15 USD

+3070,45 USD

50,62%

Cisco Systems

CSCOx115,75

1,14%

9048,48 USD

78,17 USD

+3243,98 USD

55,89%

Eckert & Ziegler

EUZx495

1,12%

8893,97 USD

17,97 USD

+1725,01 USD

24,06%

ACL

Accelleron Industries

ACLNx93,12

1,12%

8881,39 USD

95,38 USD

+3307,06 USD

59,33%

Johnson&Johnson

JNJx38,17

1,10%

8711,33 USD

228,21 USD

+2592,62 USD

42,37%

Vanguard FTSE Emerging Mkts ETF

VFEMx105,68

1,05%

8305,29 USD

78,59 USD

+509,94 USD

6,54%

Partners Group

PGHNx6,015

1,03%

8164,19 USD

1357,35 USD

+510,01 USD

6,66%

BB Biotech

BIONx133

1,01%

7991,92 USD

60,09 USD

-692,91 USD

7,98%

Coca-Cola

KOx99,59

0,94%

7444,34 USD

74,75 USD

+1326,36 USD

21,68%

LVMH

MCx10,77

0,88%

6959,97 USD

646,42 USD

-995,25 USD

12,51%

LAN

Landis&Gyr

LANDx95

0,84%

6671,19 USD

70,22 USD

-606,94 USD

8,34%

Verizon

VZx149,73

0,83%

6619,45 USD

44,21 USD

+511,91 USD

8,38%

Home Depot

HDx17,26

0,81%

6449,55 USD

373,66 USD

+273,10 USD

4,42%

Procter Gamble

PGx42

0,80%

6376,61 USD

151,82 USD

+86,24 USD

1,37%

PepsiCo

PEPx40,42

0,78%

6199,66 USD

153,36 USD

-580,87 USD

8,57%

Chevron

CVXx34,67

0,77%

6135,83 USD

176,97 USD

+690,40 USD

12,68%

Kraft Heinz

KHCx255

0,76%

6035,45 USD

23,67 USD

-3157,99 USD

34,35%

McDonald's

MCDx18,86

0,75%

5934,86 USD

314,70 USD

+516,94 USD

9,54%

CVS Health

CVSx78

0,73%

5794,95 USD

74,29 USD

+604,44 USD

11,65%

Altria Group

MOx90,26

0,70%

5594,05 USD

61,97 USD

+460,10 USD

8,96%

Intel

INTCx114,48

0,67%

5298,33 USD

46,28 USD

+1653,59 USD

45,37%

Target

TGTx49,51

0,66%

5218,57 USD

105,40 USD

-167,02 USD

3,10%

General Mills

GISx102,04

0,59%

4693,59 USD

46,00 USD

-2100,04 USD

30,91%

American Express

AXPx12,97

0,57%

4563,71 USD

351,89 USD

+587,98 USD

14,79%

Carrier Global

CARRx72

0,54%

4283,78 USD

59,50 USD

+1988,48 USD

86,63%

Edison Intl

EIXx67

0,53%

4182,44 USD

62,42 USD

+239,33 USD

6,07%

Pfizer

PFEx155

0,51%

4087,40 USD

26,37 USD

-1375,92 USD

25,18%

BCH

Burckhardt

BCHNx5,876

0,51%

4063,63 USD

691,56 USD

+162,86 USD

4,18%

IFN

India Fund

IFNx280

0,48%

3796,52 USD

13,56 USD

-49,14 USD

1,28%

Berkshire Hathaway (B)

BRK.Bx7,176

0,44%

3453,81 USD

481,28 USD

-36,19 USD

1,04%

Sika

SIKAx17,91

0,43%

3428,81 USD

191,47 USD

-148,11 USD

4,14%

Xtrackers Nikkei 225 JPY ETF

XDJPx91,48

0,41%

3274,24 USD

35,79 USD

+575,42 USD

21,32%

Visa

Vx9,966

0,41%

3216,42 USD

322,73 USD

-105,04 USD

3,16%

UPS

UPSx23,25

0,31%

2469,24 USD

106,18 USD

+204,60 USD

9,03%

VZN

VZ Holding

VZNx12

0,30%

2346,69 USD

195,56 USD

-11,13 USD

0,47%

Comcast

CMCSAx72,75

0,27%

2157,26 USD

29,65 USD

+93,92 USD

4,55%

Swiss Life

SLHNx1,765

0,24%

1937,40 USD

1097,61 USD

-15,08 USD

0,77%

Zurich Insurance Group

ZURNx2,722

0,24%

1935,56 USD

711,00 USD

-16,94 USD

0,87%

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

Venduto

Allocazione

Patrimonio totale

793.692,30 USD

Performance

Performance del portafoglio

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