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:
23.74%
Gain -0.88%
Monthly
1.26%
Yearly
16.2%
Drawdown
9.06%
$262.89M
Equity
Holdings
$262.89M
Investment
$227.54M
$45.25M
Profit -$1.97M
Realized
$9.9M
Unrealized
$35.35M
Dividends
$6.38M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.88%
Profit
-$1.97M
Win %
58%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$1.97M
Win %
58%
This Month
Compared to last month
Gain
2.07%
Profit
$5.33M
Win %
58%
This Year
Compared to last year
Gain
2.09%
Profit
$5.22M
Win %
63%
0555
05554TT21
+9.88%
+$308,418.9 
B BARRICK MINING CORP Common Stock (ABR0)
+7.45%
+$316,995.59 
LLY Eli Lilly and Company
+4.86%
+$222,137.75 
GLD SPDR Gold Shares
+3.97%
+$377,027.92 
NVDA NVIDIA Corporation
+3.44%
+$231,118.16 
SHW The Sherwin-Williams Company
+2.24%
+$2,514.09 
NKE Nike, Inc. - Class B
+2.21%
+$45,361.52 
RIO Rio Tinto Plc Sponsored ADR
+2.2%
+$105,472.66 
BCTX BriaCell Therapeutics Corp.
+2.08%
+$2.59 0561
05616DJG2
+1.38%
+$49,741.01 
AMAT Applied Materials, Inc.
+0.99%
+$118,015.62 
EWL iShares MSCI Switzerland ETF
+0.72%
+$64,510.86 
GS The Goldman Sachs Group, Inc.
+0.7%
+$2,456.81 
NVO Novo Nordisk A/S Sponsored ADR
+0.56%
+$14,634 
TIP iShares TIPS Bond ETF
+0.54%
+$32,867.27 
ILF iShares Latin America 40 ETF
+0.53%
+$26,250.66 
AAPL Apple Inc.
+0.52%
+$31,820.24 
EWP iShares MSCI Spain ETF
+0.42%
+$3,027.96 
MRK Merck & Co., Inc.
+0.26%
+$9,000.75 
VGK Vanguard FTSE Europe ETF
+0.24%
+$7,512.98 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$267 
FSZ First Trust Switzerland Fund
+0.22%
+$5,795.12 
EWU iShares MSCI United Kingdom ETF
+0.14%
+$849.38 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$212.72 
VOO Vanguard S&P 500 ETF
+0.08%
+$3,035.87 
IEF iShares 7-10 Year Treasury Bond ETF
+0.06%
+$3,206.04 
IEUS iShares MSCI Europe Small-Cap ETF
+0.06%
+$301.51 
VTEB Vanguard Tax-Exempt Bond ETF
+0.05%
+$839.8 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$1,875.84 
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$277.94 
ABT Abbott Laboratories
0%
$0 
ADBE Adobe Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BLK BlackRock, Inc.
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
JNJ Johnson & Johnson
0%
$0 
MA Mastercard Incorporated
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
NFLX Netflix, Inc.
0%
$0 
SNY Sanofi American Depositary Receipt
0%
$0 
STWD Starwood Property Trust Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
V Visa Inc. Class A
0%
$0 
ZTS Zoetis Inc.
0%
$0 
EWJ iShares MSCI Japan ETF
0%
$0 
IEI iShares 3-7 Year Treasury Bond ETF
0%
$0 
IEV iShares Europe ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
SDIV Global X SuperDividend ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
MSTY YieldMax MSTR Option Income Strategy ETF
0%
$0 
JFLEX Janus Henderson Flexible Bond Fund Class I
0%
$0 
DODIX Dodge & Cox Income Fund Class I
0%
$0 G495
G4955H110
0%
$0 G495
G4954M417
0%
$0 G235
G2352C841
0%
$0 G495
G4953W259
0%
$0 G4R5
G4R53X240
0%
$0 G4R5
G4R54M607
0%
$0 G982
G9828Q189
0%
$0 
SMCY YieldMax SMCI Option Income Strategy ETF
-7.97%
-$4,294.68 
FAS Direxion Daily Financial Bull 3x Shares
-4.57%
-$4,448.22 
EUAD STOXX Europe Aerospace & Defense ETF
-4.26%
-$13,042 
GOOGL Alphabet Inc
-4.03%
-$300,899.2 
EURL Direxion Daily FTSE Europe Bull 3X Shares
-3.86%
-$4,704 
CWB SPDR Bloomberg Convertible Securities ETF
-3.32%
-$5,939.5 
FISV Fiserv, Inc.
-3.3%
-$33,662.8 
QCOM QUALCOMM Incorporated
-3.16%
-$104,223.78 
EEM iShares MSCI Emerging Markets ETF
-2.89%
-$1,239.59 
ACWI iShares MSCI ACWI ETF
-2.62%
-$6,043.81 
EWI iShares MSCI Italy ETF
-2.55%
-$17,135.23 
RSP Invesco S&P 500 Equal Weight ETF
-2.37%
-$353,629.27 
FEZ SPDR Euro Stoxx 50 ETF
-2.21%
-$205,076.1 
TSLA Tesla, Inc.
-1.77%
-$2,534.6 
AOM iShares Core 40/60 Moderate Allocation ETF
-1.52%
-$3,042.27 
RYT Invesco S&P 500 Equal Weight ETF
-1.11%
-$252 
MSFT Microsoft Corp.
-1.09%
-$72,016.35 
FLSW Franklin FTSE Switzerland ETF
-0.98%
-$12,042.32 
QQQ Invesco QQQ Trust, Series 1
-0.91%
-$31,983.6 
PG Procter & Gamble Co
-0.86%
-$5,662.7 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.83%
-$490.8 
BAB Invesco Taxable Municipal Bond ETF
-0.76%
-$14,229.2 
ORCL Oracle Corporation
-0.7%
-$19,148.16 
IAU iShares Gold Trust
-0.68%
-$1,775.28 
CAT Caterpillar Inc.
-0.62%
-$2,102.09 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.59%
-$12,150.32 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.48%
-$7,180.91 
BABA Alibaba Group Holding Limited SP ADR
-0.36%
-$12,430.82 
EEMA iShares MSCI Emerging Markets Asia ETF
-0.26%
-$14,292.79 
IDV iShares International Select Dividend ETF
-0.25%
-$14,642.87 
XLK State Street Technology Select Sector SPDR ETF
-0.25%
-$112.7 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$19,134.75 
IVV iShares Core S&P 500 ETF
-0.18%
-$593.44 
EZU iShares MSCI Eurozone ETF
-0.11%
-$1,575.08 
GVI iShares Intermediate Government Bond ETF
-0.09%
-$846.54 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$330.65 
PDD PDD Holdings Inc. American Depositary Shares
-0.06%
-$1,372.22 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.05%
-$32.9 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.03%
-$30.16 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.02%
-$667.12 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.02%
-$567.18 
VEU Vanguard FTSE All-World ex-US ETF
-0.01%
-$39 Events
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Dividends
Dividend Analysis
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| Trades 434 | Longs Won 289/434 66% | Profit Factor 4.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $468,059.91 |
| Average Win $198,605.5 | Best Trade (Aug 06) $6.02M | Sharpe Ratio -122.02 |
| Average Loss -$81,373.24 | Worst Trade (Aug 21) -$2.1M | Z-Score -0.39 (30.35%) |
| Commissions $0 | Avg. Trade Length 8m 3w 2d | Expectancy $104,273.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,226 | 2,903 | 2,581 | 2,258 | 1,935 | 1,613 | 1,290 | 968 | 645 | 323 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0555 05554TT21 | 2.94M | $3.12M | $3.43M | - | $308,032.28 | 9.87% | +9.88% |
| 0561 05616DJG2 | 3.75M | $3.62M | $3.66M | - | $34,950.64 | 0.96% | +1.378% |
| AAPL Apple Inc. | 19,642 | $4.41M | $6.11M | - | $1.69M | 38.4% | +0.524% |
| ABT Abbott Laboratories | 22,541 | $2.92M | $2.38M | - | -$545,501.8 | -18.66% | 0.0 |
| ACWI iShares MSCI ACWI ETF | 1,439 | $167,484.91 | $225,102.76 | - | $57,617.85 | 34.4% | -2.615% |
| ADBE Adobe Inc. | 9,706 | $3.61M | $2.5M | - | -$1.11M | -30.73% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,890 | $385,154.91 | $379,566.75 | - | -$5,588.16 | -1.45% | -0.087% |
| AMAT Applied Materials, Inc. | 21,734 | $3.44M | $12M | - | $8.56M | 248.96% | +0.993% |
| AMGN Amgen Inc. | 346 | $125,294 | $134,946.92 | - | $9,652.92 | 7.7% | 0.0 |
| AMZN Amazon.com Inc | 21,101 | $4.33M | $5.85M | - | $1.52M | 35.11% | 0.0 |
| AOM iShares Core 40/60 Moderate Allocation ETF | 4,003 | $175,611.62 | $196,467.25 | - | $20,855.63 | 11.88% | -1.525% |
| AVGO Broadcom Inc. | 577 | $217,962 | $241,278.32 | - | $23,316.32 | 10.7% | 0.0 |
| B BARRICK MINING CORP Common Stock (ABR0) | 111,422 | $4.09M | $4.57M | - | $481,900.15 | 11.78% | +7.446% |
| BAB Invesco Taxable Municipal Bond ETF | 71,146 | $1.91M | $1.87M | - | -$38,887.31 | -2.04% | -0.755% |
| BABA Alibaba Group Holding Limited SP ADR | 26,448 | $3.31M | $3.4M | - | $86,401.96 | 2.61% | -0.364% |
| BCTX BriaCell Therapeutics Corp. | 37 | $121 | $127.28 | - | $6.28 | 5.19% | +2.077% |
| BLK BlackRock, Inc. | 3,150 | $2.98M | $3.56M | - | $581,671.3 | 19.51% | 0.0 |
| CAT Caterpillar Inc. | 385 | $409,987 | $335,365.81 | - | -$74,621.19 | -18.2% | -0.623% |
| CEMB iShares J.P. Morgan EM Corporate Bond ETF | 78,775 | $3.6M | $3.56M | - | -$40,888.09 | -1.13% | -0.016% |
| CWB SPDR Bloomberg Convertible Securities ETF | 1,697 | $130,042 | $172,839.45 | - | $42,797.45 | 32.91% | -3.322% |
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FAQ
Which stocks have generated the highest profits for SSA Swiss Advisors AG?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Gold Shares - $2.69M, BARRICK MINING CORP Common Stock (ABR0) - $1.11M, Applied Materials, Inc - $656,367.12, SPDR S&P 500 ETF Trust - $602,866.21, and Pfizer Inc - $583,045.03. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Johnson & Johnson - $210,879.31, MSTY - $34,471, Direxion Daily 20+ Year Treasury Bull 3X Shares - $22,547.61, VanEck Oil Services ETF - $20,493.91, and STOXX Europe Aerospace & Defense ETF - $15,955.45. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does SSA Swiss Advisors AG's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.38M earned over time. The largest contributors to dividend income include iShares TIPS Bond ETF - $445,207.82, iShares MSCI Switzerland ETF - $304,184.81, Sanofi American Depositary Receipt - $280,252.48, Pfizer Inc - $265,286.35, and iShares 7-10 Year Treasury Bond ETF - $263,488.17. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are SSA Swiss Advisors AG's monthly returns?
SSA Swiss Advisors AG's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can SSA Swiss Advisors AG's strategy be considered aggressive or moderate?
SSA Swiss Advisors AG's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow SSA Swiss Advisors AG's strategy?
SSA Swiss Advisors AG's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
