Today was the day: my net assets - excluding collector's items and pension assets - exceeded the CHF 200,000 mark for the first time. A brief moment, a quiet smile. 😃🥹 Special thanks today to $NVDA (+4,19 %) AND $DRO (+18,37 %) - but also to all the other fast horses in the stable.
It's not about prestige or status, but about the feeling that foresight and discipline pay off. That regular reflection, investment and perseverance pay off - especially when it doesn't feel spectacular in the meantime. And yet: filthy lucre is not everything. Life is happening now. You should not only set yourself goals, but also pause when milestones are reached - whether big or small. That's why I always take time out and go on short trips.
My priorities will shift a little in the coming months. Due to an upcoming job change (destination unknown^^), the possible founding of a start-up (just got out of the call) and possible further training, the topic of liquidity will become more important. Instead of investing in new positions, I will build up targeted reserves and further reduce existing liabilities, Lombard loans. Should liquidity become necessary in the short term, the plan is to first of all adjust the portfolio selectively, especially for smaller positions that are no longer strategically relevant. Until then, however, I will let everything run its course.
The portfolio performance currently shown is around 98 percent correct? Short put positions are recorded irregularly and are missing as another small performance driver, long calls are only occasionally adjusted to market prices - as no connection is possible.
In the coming weeks, I would like to provide more insight into topics that are currently on my mind:
How do I plan liquidity and budget in phases of professional change?
How do I incorporate options into a long-term investment strategy without turning it into gambling?
Which structured products do I find useful - and where are the pitfalls?
Which bank offers in Switzerland are really worthwhile depending on the strategy? I regularly go over the books - and sometimes inertia prevents me from switching. 😅
I'd also like to talk to you more. What interests you? What topics are you missing in the world of GetQuin? Feel free to get in touch. And @DonkeyInvestor Don't you dare steal topics. 🤪 By the way, where is my screenshot post? 😂
For today, I'm left with a feeling of gratitude. Building wealth is not a competition, but an individual journey. Everyone goes about it differently - with different goals, time frames and opportunities. And even if CHF 200,000 is only a snapshot, it shows that progress is being made. Just (too) slowly ^^
Think long-term, stay flexible, don't forget about life. That's what matters to me. And posting here and there 😉
Happy investing
GG
PS:
Small positions are leftovers and drops.
Some gambles or corpses.
Convinced by the current positioning.
CHF investor, so I don't really care about EUR or USD performance (even if probably better than in CHF 🥲)
