Share your net worth progression

Finally, I am joining the Party here :tada:

Here is my growth from Dec 2017 to Dec 2025.

Dec 2025 is special because I decided to combine my wife’s portfolio.

Here is the interpretation of the separate components:
PF-Debt - 2nd and 3rd pillar (not invested in the market)
PF- Equity - Market-based 2nd and 3rd pillar
Accounts receivable - Amount blocked somewhere. In this case, mainly from UBS, we just bought a house, and UBS will refund the reservation payment
Prepaid Expenses - Minor component just to keep track of recurring spending like SBB Halbtax Plus
FD & Bonds - Debt-based instruments yielding interests
Commodity - Mainly gold
Mutual Funds - Kind of ETFs (focusing on Indian stocks)
Stocks India - Personal managed Indian stocks
Stocks Global - Personal managed NON-Indian stocks & ETFs
PMS - Professionally managed Indian Stocks
Crypto - Negligible
Private Equity - Non-listed companies
Algo Trading - Money involved in algo-strategies

Current asset allocation:

There is still a bit of a naming mismatch, as I did not intend to share when I created them.

Looking forward to your feedback. Happy to share my investment philosophy and other aspects as we go forward! Please also DM me if you have any suggestions/offers/ideas.

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