| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 12.543.737 $ | +3.065.543 $ | +41,5 % | 15 | 9.478.194 $ | +256.185 $ | +5,4 % | 14 | 9.586.407 $ | +1.075.414 $ | -1,2 % | 13 | 8.510.993 $ | +681.692 $ | +8,2 % | 9 | ||||
| VANGUARD WORLD FUND | → 0 | 3.347.798 $ | +646.387 $ | +23,9 % | 1 | 2.701.411 $ | -299.479 $ | -10,0 % | 1 | 3.000.890 $ | +52.975 $ | +1,8 % | 1 | 2.947.915 $ | +144.414 $ | +5,2 % | 1 | ||
| VANGUARD STAR FDS | → 0 | 1.703.276 $ | +1.189.550 $ | +231,6 % | 1 | 513.726 $ | +264.474 $ | +106,1 % | 1 | 249.252 $ | +249.252 $ | 1 | |||||||
| FIDELITY COVINGTON TRUST | → 0 | 1.516.774 $ | +213.383 $ | +16,4 % | 1 | 1.303.391 $ | -174.480 $ | -11,8 % | 1 | 1.477.871 $ | +51.858 $ | +3,6 % | 1 | 1.426.013 $ | +257.431 $ | +22,0 % | 1 | ||
| iSHARES TRUST | → 0 | 1.191.112 $ | +237.619 $ | +24,9 % | 1 | 953.493 $ | -56.585 $ | -5,6 % | 1 | 1.010.078 $ | +9.759 $ | +1,0 % | 1 | 1.000.319 $ | +102.183 $ | +11,4 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 506.660 $ | -89.847 $ | -15,1 % | 1 | 596.507 $ | -292.894 $ | -32,9 % | 1 | 889.401 $ | +41.741 $ | +4,9 % | 1 | 847.660 $ | -28.251 $ | -3,2 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 811.816 $ | +99.986 $ | +14,0 % | 1 | 711.830 $ | -76.498 $ | -9,7 % | 1 | 788.328 $ | +56.434 $ | +7,7 % | 1 | 731.894 $ | +137.334 $ | +23,1 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 523.350 $ | -7.798 $ | -1,5 % | 1 | 531.148 $ | -81.550 $ | -13,3 % | 1 | 612.698 $ | -68.841 $ | -10,1 % | 1 | 681.539 $ | +60.379 $ | +9,7 % | 1 |
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 667.854 $ | +25.061 $ | +3,9 % | 1 | 642.793 $ | +642.793 $ | 1 | |||||||||
| ADVISORS MANAGEMENT GROUP INC /ADV | → 0 | 563.896 $ | +361.310 $ | +178,3 % | 1 | 202.586 $ | +202.586 $ | 1 | |||||||||||
| SPDR GOLD TRUST | GLD | → 0 | 406.181 $ | -36.559 $ | -8,3 % | 1 | 442.740 $ | +153.888 $ | +53,3 % | 1 | 288.852 $ | +288.852 $ | 1 | ||||||
| SCHWAB STRATEGIC TRUST | → 0 | 364.398 $ | +7.931 $ | +2,2 % | 1 | 356.467 $ | +30.162 $ | +9,2 % | 1 | ||||||||||
| Oscar Health, Inc. | OSCR | → 0 | Neutral | 336.593 $ | +158.785 $ | +89,3 % | 1 | 177.808 $ | -44.956 $ | -20,2 % | 1 | 222.764 $ | -70.689 $ | -24,1 % | 1 | 293.453 $ | -38.910 $ | -11,7 % | 1 |
| iShares Silver Trust | SLV | → 0 | 234.354 $ | -41.406 $ | -15,0 % | 1 | 275.760 $ | +49.398 $ | +21,8 % | 1 | 226.362 $ | +226.362 $ | 1 | ||||||
| Fidelity Wise Origin Bitcoin Fund | FBTC | → 0 | 254.285 $ | +34.334 $ | +15,6 % | 1 | 219.951 $ | -11.362 $ | -4,9 % | 1 | 231.313 $ | +5.580 $ | +2,5 % | 1 | 225.733 $ | +16.950 $ | +8,1 % | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 252.669 $ | +47.619 $ | +23,2 % | 1 | 205.050 $ | -19.150 $ | -8,5 % | 1 | 224.200 $ | +224.200 $ | 1 | |||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 227.119 $ | +227.119 $ | 1 | ||||||||||||||
| 12.543.737 $ | +3.065.543 $ | +41,5 % | 15 | 9.478.194 $ | +256.185 $ | +5,4 % | 14 | 9.586.407 $ | +1.075.414 $ | -1,2 % | 13 | 8.510.993 $ | +681.692 $ | +8,2 % | 9 | ||||