# Share your net worth progression

**URL:** <https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798>\
**Category:** Investing / Portfolios\
**Created:** [November 29, 2020, 3:07pm UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798 "2020-11-29T15:07:54Z")\
**Posts on this page:** 20\
**Page:** 8

<div class="post-metadata">

**Author:** ![xorfish](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/xorfish/32/451_2.png) [@xorfish](https://forum.mustachianpost.com/u/xorfish)\
**Post date:** [January 13, 2021, 2:06pm UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/161 "2021-01-13T14:06:47Z")

</div>

It is 4 years.

In the fall of 2017 I opened a 3a account with a Swisscanto fund and transfered it to VIAC in the beginning of 2018.

---

<div class="post-metadata">

**Author:** ![FuriousP](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/furiousp/32/6819_2.png) [@FuriousP](https://forum.mustachianpost.com/u/FuriousP)\
**Post date:** [January 13, 2021, 2:51pm UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/162 "2021-01-13T14:51:00Z")

</div>

How do you account for Pillar 3A on portfolio performance? Do you track every component of the VIAC portfolio or just record the overall value?

---

<div class="post-metadata">

**Author:** ![xorfish](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/xorfish/32/451_2.png) [@xorfish](https://forum.mustachianpost.com/u/xorfish)\
**Post date:** [January 13, 2021, 2:58pm UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/163 "2021-01-13T14:58:15Z")

</div>

I just imported all PDFs from VIAC, it imports all transactions, dividends, tax refunds, fees and interest. You need to manually add the provider for the quotes:

Here is the feed URL: [https://amfunds.credit-suisse.com/ch/de/institutional/fund/history/](https://amfunds.credit-suisse.com/ch/de/institutional/fund/history/)

 ![image](https://forum.mustachianpost.com/uploads/default/original/2X/b/bdf6bb7f43d8a9fe6ef2a95a92846585f35ab39d.png)

---

<div class="post-metadata">

**Author:** ![FuriousP](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/furiousp/32/6819_2.png) [@FuriousP](https://forum.mustachianpost.com/u/FuriousP)\
**Post date:** [January 13, 2021, 4:41pm UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/164 "2021-01-13T16:41:52Z")

</div>

Thanks that is useful, i was able to add the data feed for the various funds.  
More difficult, how do you import the PDFs from VIAC ? I have 176 PDFs…

 ![image](https://forum.mustachianpost.com/uploads/default/original/2X/7/7061cb5418f069499bca7044c1493d83ce1844ea.png)

---

<div class="post-metadata">

**Author:** ![xorfish](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/xorfish/32/451_2.png) [@xorfish](https://forum.mustachianpost.com/u/xorfish)\
**Post date:** [January 13, 2021, 4:43pm UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/165 "2021-01-13T16:43:31Z")

</div>

Via PDF Bank Documents.

Make sure that you also create a VIAC cash account

---

<div class="post-metadata">

**Author:** ![MrCheese](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/mrcheese/32/2500_2.png) [@MrCheese](https://forum.mustachianpost.com/u/MrCheese)\
**Post date:** [January 13, 2021, 9:47pm UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/166 "2021-01-13T21:47:18Z")

</div>

What programm is this?

---

<div class="post-metadata">

**Author:** ![dbu](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/dbu/32/1552_2.png) [@dbu](https://forum.mustachianpost.com/u/dbu)\
**Post date:** [January 13, 2021, 9:52pm UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/167 "2021-01-13T21:52:19Z")

</div>

> **[Portfolio Performance](https://www.portfolio-performance.info/)**
>
> Portfolio Performance ist ein Open Source Programm zur Berechnung der Performance eines Gesamtportfolios anhand von True-Time Weighted Rate of Return und internem Zinsfuß.

---

<div class="post-metadata">

**Author:** ![Neville](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/neville/32/7389_2.png) [@Neville](https://forum.mustachianpost.com/u/Neville)\
**Post date:** [January 14, 2021, 1:34pm UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/168 "2021-01-14T13:34:31Z")

</div>

And if you want to use a dot . as a separator and not a comma, use this as a command line parameter:

`-nl de_CH`

Works for Mac and Windows and afaik is not documented anywhere,

---

<div class="post-metadata">

**Author:** ![dom.swiss](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/dom.swiss/32/19499_2.png) [@dom.swiss](https://forum.mustachianpost.com/u/dom.swiss)\
**Post date:** [January 14, 2021, 7:09pm UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/169 "2021-01-14T19:09:42Z")

</div>

Might be instructional for us to hear details of your lesson. Are you up for it? 😃

---

<div class="post-metadata">

**Author:** ![Cortana](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/cortana/32/2082_2.png) [@Cortana](https://forum.mustachianpost.com/u/Cortana)\
**Post date:** [January 15, 2021, 7:27am UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/170 "2021-01-15T07:27:08Z")

</div>

As my portfolio is growing I’m reaching certain milestones way sooner than expected. Couple of months ago it looked like I will get to 100k networth by end of 2021, now summer 2021 seems more realistic.

31.10.2020 I was at 65k networth, 31.01.2021 (3 months later) I’ll be at 80-81k. Only ~40% of that increase is due to saving.

---

<div class="post-metadata">

**Author:** ![glina](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/glina/32/820_2.png) [@glina](https://forum.mustachianpost.com/u/glina)\
**Post date:** [January 15, 2021, 7:59am UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/171 "2021-01-15T07:59:21Z")

</div>

I was aiming for 180-190k at IB for my investments at the end of 2020, but then this happened:

 ![image](https://forum.mustachianpost.com/uploads/default/original/2X/c/c6c88f491678cd3fb0d363c99c165f596e39b9bb.jpeg)

---

<div class="post-metadata">

**Author:** ![SwissTeslaBull](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/swissteslabull/32/4479_2.png) [@SwissTeslaBull](https://forum.mustachianpost.com/u/SwissTeslaBull)\
**Post date:** [January 15, 2021, 8:17am UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/172 "2021-01-15T08:17:20Z")

</div>

I’m also reaching NW of 400K much sooner as expected but be aware that in a bullish market also the opposite can happen.

---

<div class="post-metadata">

**Author:** ![Cortana](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/cortana/32/2082_2.png) [@Cortana](https://forum.mustachianpost.com/u/Cortana)\
**Post date:** [January 15, 2021, 9:26am UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/173 "2021-01-15T09:26:28Z")

</div>

Lol did you buy Tesla?

---

<div class="post-metadata">

**Author:** ![glina](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/glina/32/820_2.png) [@glina](https://forum.mustachianpost.com/u/glina)\
**Post date:** [January 15, 2021, 9:27am UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/174 "2021-01-15T09:27:20Z")

</div>

Not a single share. But I dissolved my passive EM portfolio by mid 2020 and I’m now 40/60 in ETF/active. Of my active allocation, roughtly 25% in HK, 50% in USA and 25% in Europe.

---

<div class="post-metadata">

**Author:** ![SwissTeslaBull](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/swissteslabull/32/4479_2.png) [@SwissTeslaBull](https://forum.mustachianpost.com/u/SwissTeslaBull)\
**Post date:** [January 15, 2021, 9:31am UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/175 "2021-01-15T09:31:56Z")

</div>

Bought some TSLA and ABTC (21 Shares ETP) months ago not very early but still both 100% plus.

---

<div class="post-metadata">

**Author:** ![IdleThought](https://forum.mustachianpost.com/letter_avatar_proxy/v4/letter/i/5f8ce5/32.png) [@IdleThought](https://forum.mustachianpost.com/u/IdleThought)\
**Post date:** [January 15, 2021, 9:54am UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/176 "2021-01-15T09:54:45Z")

</div>

What is your passive portfolio looking like? Mostly ark or the classic vt?

---

<div class="post-metadata">

**Author:** ![Bojack](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/bojack/32/281_2.png) [@Bojack](https://forum.mustachianpost.com/u/Bojack)\
**Post date:** [January 15, 2021, 9:55am UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/177 "2021-01-15T09:55:46Z")

</div>

I finally managed to import 2020 transactions into my Beancount. It’s been a nightmare and it took way longer than I thought… but here it is.

 ![image](https://forum.mustachianpost.com/uploads/default/original/2X/d/d9a230803dbc42c6c0647b5466c00aaf7b78dca4.png)

It includes the period from 2010 to 2015 when I was working in Poland. It’s funny how flat it looks. I was really saving! It also includes 95k of 2nd pillar. Here the full split:

 ![image](https://forum.mustachianpost.com/uploads/default/original/2X/0/08a7a381a1f0942eefe011bc25849616cc51c61e.png)

---

<div class="post-metadata">

**Author:** ![glina](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/glina/32/820_2.png) [@glina](https://forum.mustachianpost.com/u/glina)\
**Post date:** [January 15, 2021, 9:56am UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/178 "2021-01-15T09:56:41Z")

</div>

VTI+VGT+VEA+EMXC+EMQQ is a combined 30% of total, ARKG+ARKW+TAN is another 10%. Everything else is stocks.

---

<div class="post-metadata">

**Author:** ![dbu](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/dbu/32/1552_2.png) [@dbu](https://forum.mustachianpost.com/u/dbu)\
**Post date:** [January 15, 2021, 10:17am UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/179 "2021-01-15T10:17:36Z")

</div>

This is without any cash inflows?  
Impressive!

---

<div class="post-metadata">

**Author:** ![glina](https://forum.mustachianpost.com/user_avatar/forum.mustachianpost.com/glina/32/820_2.png) [@glina](https://forum.mustachianpost.com/u/glina)\
**Post date:** [January 15, 2021, 10:33am UTC](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798/180 "2021-01-15T10:33:06Z")

</div>

Thank you. This is with 30k in inflows. Plan for 2020 was (145+30)\*1.07 = 185k, ended up much better.  
Still didn’t beat ARKK though, although to my excuse my allocation until mid 2020 was nonsense.

Today is a first red day in a while thanks to another hit job by the orange idiot. Xiaomi is apparently a Chinese military company.

[Previous page](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798.md?page=7)

[Next page](https://forum.mustachianpost.com/t/share-your-net-worth-progression/4798.md?page=9)
