Nice to see that Swiss shares are tradable on TR again. A savings plan has been set up until the position is full.
Have a nice evening!
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4In the last few months I have learned a lot - especially through the exchange here in the community. My portfolio has changed changed a lotLess individual shares, more ETFs, and a clear strategy for the coming years.
🔹 In the past my portfolio was heavily dividend stocks characterized, above all $AAPL (+0.58%) and Swiss stocks with high dividends.
🔹 Today I am consciously focus on more diversificationbut with a focus on Swiss equitiesin which I have been 10 years invested and will continue to do so in the long term. The whole thing is supplemented by accumulating ETFsto minimize costs.
🔹 My current focus:
✅ Swiss blue chips:
$SLHN (-0.02%) , $ZURN (+0.13%) , $SREN (+0.07%) , $HOLN (+0.17%)
✅ Tech:
$AAPL (+0.58%) & $TSLA (+7.13%) as strong individual values
✅ ETFs: iShares MSCI World, S&P 500 for global diversification
✅ Commodities & crypto: Gold (iShares Gold ETF) and a small Bitcoin holding
2nd and 3a pillar (95% invested in equities) as a long-term hedge (these gains are not 100% in the portfolio)
My goal is to live 50 to live largely from the dividendsmy expenses are deliberately very low should remain very low. Until then, I will not be switching my strategy to distributing ETFs, but will continue to rely on accumulating ETFsto take full advantage of the compound interest effect and optimize the tax burden.
💡 Thanks to the community, I was able to develop my strategy further - thank you for your inspiration, tips & helpful contributions! 🙌
➡️ How do you handle the issue of accumulating vs. distributing ETFs? When do you think is the best time to switch? 🤔
Hello,
I would like to take this opportunity to present my portfolio to you.
I use Bitcoin to save money that will not be inflated away and is not an investment for me, but something I use to save.
I don't care about the ups and downs. In the long term (<4 years) there is only one direction.
For the rest, I use something like a core-satellite strategy. For the core, I save the $VWRL (+0.76%) and SQBCSU, which unfortunately is not tracked on Getquin (performance in the portfolio +10.5%). In addition $SPYD (+0.48%) saved regularly.
The savings plan also includes a few individual stocks $SLHN (-0.02%) , $ACLN and $CTAS (+0.48%) are included.
I believe that an 80% $BTC (+1.76%) of the remaining 20% 70/30 in Core / Satellite will clearly outperform standard portfolios in the long term.
The goal is to have a Bitcoin at the age of 30 and to have 50k in Core and Satellite. (Still 5 years to go)
I look forward to your opinions🐇✌🏻
Good day
i would like to hear your opinion on this...
for some time now, i have been considering selling all small positions or all positions below 3000 and investing mainly in swiss equities such as $ROG (-0.05%)
$SLHN (-0.02%) and the $VHYL (+0.17%) or what do you think? I sometimes have too many positions.
thanks for the feedback
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