| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 26.337.926 $ | +1.606.480 $ | +10,7 % | 8 | 22.997.449 $ | +1.300.580 $ | -7,4 % | 5 | 23.430.866 $ | +23.430.866 $ | 7 | |||||
| SCHWAB STRATEGIC TRUST | → 0 | 18.684.915 $ | +627.254 $ | +3,5 % | 1 | 18.057.661 $ | +1.661.217 $ | +10,1 % | 1 | 16.396.444 $ | +16.396.444 $ | 1 | |||
| iSHARES TRUST | → 0 | 3.321.801 $ | +128.571 $ | +4,0 % | 1 | 3.193.230 $ | -50.134 $ | -1,5 % | 1 | 3.243.364 $ | +3.243.364 $ | 1 | |||
| GOLDMAN SACHS GROUP INC | GS | → 0 | Neutral | 1.741.579 $ | +372.976 $ | +27,3 % | 1 | 1.368.603 $ | +1.368.603 $ | 1 | |||||
| ISHARES TR | → 0 | 932.469 $ | +125.859 $ | +15,6 % | 1 | 806.610 $ | -64.529 $ | -7,4 % | 1 | 871.139 $ | +871.139 $ | 1 | |||
| HOME DEPOT, INC. | HD | → 0 | Stark | 724.757 $ | +124.204 $ | +20,7 % | 1 | 600.553 $ | -188.812 $ | -23,9 % | 1 | 789.365 $ | +789.365 $ | 1 | |
| ELI LILLY & Co | LLY | → 0 | Neutral | 442.590 $ | +103.195 $ | +30,4 % | 1 | 339.395 $ | -57.162 $ | -14,4 % | 1 | 396.557 $ | +396.557 $ | 1 | |
| EQUIFAX INC | EFX | → 0 | Stark | 267.284 $ | -98.110 $ | -26,9 % | 1 | 365.394 $ | +365.394 $ | 1 | |||||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 222.531 $ | +222.531 $ | 1 | |||||||||||
| 26.337.926 $ | +1.606.480 $ | +10,7 % | 8 | 22.997.449 $ | +1.300.580 $ | -7,4 % | 5 | 23.430.866 $ | +23.430.866 $ | 7 | |||||