ALOIS GRABER

Updated: 31st january 2025

Published: 31st january 2025

STOCK PERFORMANCE AND ALLOCATION

In this post I'll show you my deeply personal accounting. While I know that it's not going to be perfect I'll try my best to aim for accuracy. Sometimes it's better to try and fail by a bit than not have anything at all. I think? 🤨. I'll update it roughly every quarter. I compare my adjusted return to the return of the S&P500 from the first January 2022 to the given quarter. I'll adjust both my and the S&P500 return to be measured in Swiss franc. Additionally, this is not my absolute return i.e. as I have saved and invested some money later than first January 2022 I discounted the newly saved and invested money with the return. I have also subtracted broker costs and bank fees linked to that account (these numbers do not reflect 100% reality due to improper accounting, but they are very close to the actual numbers). Last thing: In order to stay objective I won't comment on the markets :D

As of 10.01.2025



As of 03.10.2024



As of 28.06.2024



As of 28.03.2024



As of 26.12.2023



As of 25.09.2023



As of 27.06.2023



As of 27.03.2023



As of 27.12.2022



As of 26.09.2022



As of 27.06.2022



As of 31.03.2022