Portfolio

Holdings

Total Value

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Total P&L

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Invested

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Date	Ticker	Type	Cur.	Shares	Price	Fee	Total	Note

Performance

Portfolio TWR

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Annualised TWR

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Period Length

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Ticker	Since	Days	Value	Simple Ret	TWR	Ann. TWR	Return bar

BUY

SELL

DIVIDEND

Ticker

Date

Price per share

Currency

Broker fee (optional)

Note (optional)

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Portfolio Diversification

⌛ Analysing portfolio composition — fetching metadata…

Strategy Comparison

All four strategies start with the same budget on the same date — no staged-investment complexity. Quant & Analyst trade only your portfolio tickers monthly; Market-wide picks from 35 US + Swiss blue chips; SPY B&H is the passive benchmark. Your actual portfolio TWR is shown separately below.

Start date

Budget (CHF)

Future Projection

Growth rate (%/yr)

Inflation (%/yr)

Annual fees / TER (%)

Transaction fee (CHF)

Solid lines: 3 investment scenarios after TER · Red dashed: cash savings with 0% interest (nominal) · Red dotted: real purchasing power of that cash (eroded by inflation) · Gray dashed: real value of base investment · Transaction fee deducted from each monthly contribution

ETF Holdings — Current Status

ETF Investment Advisor

Three strategies — Value Averaging, Enhanced DCA, and Conditional DCA — decide whether to invest this month and which Yuh ETF to buy. Not financial advice.