Portfolio
Value
CHF 193’367
Invested
CHF 145’117
Total return
CHF 26’768
Return
+22.62%
Allocation
Equities30.8%
Cash25.0%
ETFs20.0%
Crypto16.9%
Commodities7.3%
Booked holdings
Nestlé S.A.
120 × avg CHF 92.10
CHF 10’094.40
−8.66%ASML Holding
40 × avg CHF 552.90
CHF 26’786.24
+21.12%Vanguard FTSE All-World
320 × avg CHF 98.20
CHF 38’688.90
+23.12%Microsoft Corp.
55 × avg CHF 354.00
CHF 22’694.76
+16.56%Bitcoin
0.42 × avg CHF 53’850.00
CHF 32’680.03
+44.49%Gold Spot (oz)
6 × avg CHF 1’945.00
CHF 14’173.10
+21.45%Sample holdings for demonstration. Values use indicative reference prices converted to CHF and may be delayed. Pending order requests are not included. [Legal text from banking team]