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.
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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?
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/
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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…
Via PDF Bank Documents.
Make sure that you also create a VIAC cash account
What programm is this?
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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,
Might be instructional for us to hear details of your lesson. Are you up for it? 
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.
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I’m also reaching NW of 400K much sooner as expected but be aware that in a bullish market also the opposite can happen.
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Lol did you buy Tesla?
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.
Bought some TSLA and ABTC (21 Shares ETP) months ago not very early but still both 100% plus.
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What is your passive portfolio looking like? Mostly ark or the classic vt?
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.
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:
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VTI+VGT+VEA+EMXC+EMQQ is a combined 30% of total, ARKG+ARKW+TAN is another 10%. Everything else is stocks.
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This is without any cash inflows?
Impressive!
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.
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