SSA
SSA Swiss Advisors AG Portfolio
Invests via SSA Swiss Advisors AG | Managed by Ivo Kaufmann, Pedro Camilo Alves
Invests via SSA Swiss Advisors AG
Managed by Ivo Kaufmann, Pedro Camilo Alves
Automatically Tracked
Company Profile
Swiss-based advisory firm focused on wealth structuring, asset management outsourcing and institutional advisory services across private banking and alternative asset channels, SSA Swiss Advisors AG offers portfolio construction, fiduciary governance and cross-border tax-efficient solutions. The firm targets UHNW families, family offices and institutional allocators, positioning itself as a boutique European gatekeeper between capital allocators and specialist managers.
Swiss-based advisory firm focused on wealth structuring, asset management outsourcing and institutional advisory services across private banking and alternative asset channels, SSA Swiss Advisors AG offers portfolio construction, fiduciary governance and cross-border tax-efficient solutions. The firm targets UHNW families, family offices and institutional allocators, positioning itself as a boutique European gatekeeper between capital allocators and specialist managers.
Investment Philosophy & Strategy
Positioned as a boutique gatekeeper, SSA Swiss Advisors AG emphasizes capital preservation and intergenerational wealth transfer through bespoke, tax-efficient portfolio construction and outsourced asset management. Strategy combines disciplined asset allocation across liquid and private alternatives with rigorous manager selection, operational due diligence and fiduciary governance. Focus is on tailored multi-asset solutions for UHNW families and institutions, long-term horizon, alignment of incentives via co-investments and fee-conscious structuring, and a Europe-centric regulatory and tax-aware implementation lens.
Positioned as a boutique gatekeeper, SSA Swiss Advisors AG emphasizes capital preservation and intergenerational wealth transfer through bespoke, tax-efficient portfolio construction and outsourced asset management. Strategy combines disciplined asset allocation across liquid and private alternatives with rigorous manager selection, operational due diligence and fiduciary governance. Focus is on tailored multi-asset solutions for UHNW families and institutions, long-term horizon, alignment of incentives via co-investments and fee-conscious structuring, and a Europe-centric regulatory and tax-aware implementation lens.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
2.14%
Gain
Monthly
0.14%
Yearly
1.65%
Drawdown
15.19%
$218.33M
Equity
Holdings
$218.33M
Investment
$188.33M
$34.15M
Profit -$1.18M
Realized
$4.15M
Unrealized
$30M
Dividends
$6.12M
Goals
Avg. 99% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.18M
Win %
62%
This Week
Compared To Last Week
Gain
-1%
Profit
-$2.2M
Win %
62%
This Month
Compared to last month
Gain
-1.06%
Profit
-$2.33M
Win %
62%
This Year
Compared to last year
Gain
4.9%
Profit
$10.21M
Win %
62%
ORCL Oracle Corporation
+2.58%
+$60,556.65 
ABT Abbott Laboratories
+1.49%
+$33,135.27 
JNJ Johnson & Johnson
+1.38%
+$11,281.5 
EUAD STOXX Europe Aerospace & Defense ETF
+1.28%
+$925.38 
IXC iShares Global Energy ETF
+1.16%
+$12,910.65 
TMF Direxion Daily 20+ Year Treasury Bull 3X Shares
+1.07%
+$1,040.15 
GLD SPDR Gold Shares
+1.03%
+$80,798.64 
IAU iShares Gold Trust
+1.02%
+$3,715.64 
B BARRICK MINING CORP Common Stock (ABR0)
+0.89%
+$47,802 
MRK Merck & Co., Inc.
+0.85%
+$41,447.25 
XLE Energy Select Sector SPDR Fund
+0.84%
+$1,592.64 
LLY Eli Lilly and Company
+0.74%
+$35,260.08 
FTNT Fortinet Inc.
+0.67%
+$30,719.7 
FLSW Franklin FTSE Switzerland ETF
+0.61%
+$7,674.77 
IDV iShares International Select Dividend ETF
+0.56%
+$22,403.28 
MSTY YieldMax MSTR Option Income Strategy ETF
+0.51%
+$62.4 
EWL iShares MSCI Switzerland ETF
+0.45%
+$32,831.71 
DRN Direxion Daily Real Estate Bull 3X Shares
+0.35%
+$291.2 
RIO Rio Tinto Plc Sponsored ADR
+0.31%
+$13,788.87 
BAB Invesco Taxable Municipal Bond ETF
+0.27%
+$2,853.58 
CWB SPDR Bloomberg Convertible Securities ETF
+0.24%
+$407.28 
TIP iShares TIPS Bond ETF
+0.22%
+$11,737.68 
ILF iShares Latin America 40 ETF
+0.19%
+$7,120.36 
EPR EPR Properties
+0.14%
+$148.05 
IEF iShares 7-10 Year Treasury Bond ETF
+0.14%
+$5,319.4 
GILD Gilead Sciences Inc.
+0.14%
+$40.95 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.11%
+$2,545.53 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$314.55 
GVI iShares Intermediate Government Bond ETF
+0.06%
+$579.22 
IEI iShares 3-7 Year Treasury Bond ETF
+0.05%
+$128.59 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.05%
+$742.25 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$1,334.97 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.04%
+$726.6 
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$166.23 
EWU iShares MSCI United Kingdom ETF
+0.01%
+$9.35 
05554TT21
0%
$0 
05616DJG2
0%
$0 
G4955H110
0%
$0 
IEV iShares Europe ETF
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-7.36%
-$136,163.25 
DPST Direxion Daily Regional Banks Bull 3X Shares
-5.12%
-$16,103.44 
META Meta Platforms Inc Class A
-4.67%
-$145,779.75 
PDD PDD Holdings Inc. American Depositary Shares
-3.31%
-$78,767.15 
IBM International Business Machines Corporation
-3.25%
-$789.21 
MSFT Microsoft Corp.
-2.29%
-$80,123.04 
GOOG Alphabet Inc
-2.27%
-$2,486.2 
GOOGL Alphabet Inc
-2.27%
-$165,458.36 
AMAT Applied Materials, Inc.
-1.98%
-$276,412.2 
V Visa Inc. Class A
-1.96%
-$75,368.15 
FISV Fiserv, Inc.
-1.95%
-$18,477.95 
NVO Novo Nordisk A/S Sponsored ADR
-1.93%
-$58,243.32 
NKE Nike, Inc. - Class B
-1.77%
-$38,951.74 
MA Mastercard Incorporated
-1.75%
-$50,864.2 
EWJ iShares MSCI Japan ETF
-1.55%
-$35,124.82 
STWD Starwood Property Trust Inc.
-1.43%
-$921.2 
ZTS Zoetis Inc.
-1.4%
-$19,276.9 
NVDA NVIDIA Corporation
-1.11%
-$69,228.39 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.03%
-$1,115.73 
KD Kyndryl Holdings Inc.
-0.96%
-$116.72 
EEMA iShares MSCI Emerging Markets Asia ETF
-0.92%
-$42,358.12 
BCTX BriaCell Therapeutics Corp.
-0.91%
-$1.29 
AAPL Apple Inc.
-0.88%
-$55,216.34 
QQQ Invesco QQQ Trust, Series 1
-0.87%
-$7,680.89 
QCOM QUALCOMM Incorporated
-0.87%
-$30,009.96 
BLK BlackRock, Inc.
-0.82%
-$28,003.5 
AMZN Amazon.com Inc
-0.75%
-$36,827.32 
EEM iShares MSCI Emerging Markets ETF
-0.73%
-$244.4 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.71%
-$1,175.58 
IVV iShares Core S&P 500 ETF
-0.61%
-$2,046.99 
VOO Vanguard S&P 500 ETF
-0.6%
-$24,057.25 
ACWI iShares MSCI ACWI ETF
-0.59%
-$1,556.78 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$45,804.36 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.55%
-$1,237.29 
ADBE Adobe Inc.
-0.49%
-$11,259.06 
VEU Vanguard FTSE All-World ex-US ETF
-0.49%
-$1,927.8 
EWI iShares MSCI Italy ETF
-0.39%
-$362.84 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$38,503.35 
JEPI JPMorgan Equity Premium Income Fund
-0.36%
-$545.1 
XLK State Street Technology Select Sector SPDR ETF
-0.34%
-$149.45 
EWP iShares MSCI Spain ETF
-0.34%
-$335.4 
FSZ First Trust Switzerland Fund
-0.34%
-$6,879.3 
EFA iShares MSCI EAFE ETF
-0.32%
-$280.5 
MDY SPDR S&P MidCap 400 ETF Trust
-0.29%
-$9,380.76 
FEZ SPDR Euro Stoxx 50 ETF
-0.24%
-$16,508.91 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.23%
-$207 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.2%
-$400.3 
PG Procter & Gamble Co
-0.19%
-$1,306.16 
SMCY YieldMax SMCI Option Income Strategy ETF
-0.12%
-$55.06 
EZU iShares MSCI Eurozone ETF
-0.12%
-$1,735.12 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$1,864.39 
JFLEX Janus Henderson Flexible Bond Fund Class I
-0.11%
-$69.1 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.11%
-$1,669.25 
SNY Sanofi American Depositary Receipt
-0.1%
-$2,544.97 
IEUS iShares MSCI Europe Small-Cap ETF
-0.09%
-$80.05 
DODIX Dodge & Cox Income Fund Class I
-0.08%
-$44.43 
SPEU SPDR Portfolio Europe ETF
-0.07%
-$59.85 
PFE Pfizer Inc.
-0.06%
-$1,895.54 
VGK Vanguard FTSE Europe ETF
-0.01%
-$349.3 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$45.73 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
0%
-$35.79 Events
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Dividends
Dividend Analysis
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No Data
| Trades 317 | Longs Won 204/317 64% | Profit Factor 3.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $614,634.02 |
| Average Win $230,127.84 | Best Trade (Jul 14) $8.15M | Sharpe Ratio -361.06 |
| Average Loss -$113,265.96 | Worst Trade (Jul 15) -$2.14M | Z-Score -1.59 (89.49%) |
| Commissions $0 | Avg. Trade Length 9m 6d | Expectancy $107,719.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,927 | 1,734 | 1,541 | 1,349 | 1,156 | 963 | 771 | 578 | 385 | 193 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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