1D·

Small portfolio update 📈

...and finally a post again ;)


$SREN (-2.57%) is a new addition - for me a solid anchor with a stable dividend base and global positioning. Exactly the kind of stock that pays very good dividends in a long-term portfolio.


I have also further increased my position in $CV also increased my position further 🚀

CapsoVision is active in the MedTech sector and develops innovative solutions for endoscopic diagnostics. The market it addresses is huge - at the same time, the company is still relatively unknown and therefore clearly a growth story in my view.


What particularly appeals to me:

- Niche focus with a technological USP

- Scaling potential in the international healthcare market

- Opportunity to establish itself in a specialized segment

- Still under the radar of many investors


Of course, this is not a "safe dividend play", but rather an opportunity-oriented growth case with a higher risk. This is precisely why I currently find the mix of defensive (Swiss Re) and offensive (CapsoVision) exciting.


I would be interested in your opinion:

Do you see real multibagger potential in CapsoVision or is the risk here too high for you?


And who of you is also invested there (Swiss Re, CapsoVision)?


Have a nice Sunday. :)


#swissre
#wachstumsaktien
#medtech
#smallcaps
#aktien
#aktienanalyse
#langfristiginvestieren
#aktiencommunity
#etf
#börse
#dividende

10
3 Comments

profile image
$SREN I invested in last year. It's a great company. Actually wanted to get back in at 120. I missed it.
4
profile image
@Olli68 Well, that's okay - for the dividends ;)
profile image
I sold Swiss Re on Friday, will be added back to the portfolio at 125
3
Join the conversation