Would love some portfolio feedback!#portfoliocheck
The goal is to save +- 35 selected stocks evenly over the long term in order to build up a passive income with dividends.
As soon as $PAEM (+1,45 %) has a positive return, it is sold and also reallocated to equities.
The following stocks will follow in the next few months:
Individual shares
Bonds, gold and a global ETF
So many falling prices, so many buying opportunities $AMZN (+1,14 %)
$MRNA (-3,36 %) ... I'm continuing my strategy anyway, as the price of $HOLN (+2,09 %) has also fallen: 2nd tranche from the entry 🎉
But it's really hard to stand firm 😂
Are you also standing firm or are you changing your strategy?
It has long been $HOLN (+2,09 %) on my watchlist for a long time and now the time has come for me to get in (1st tranche)
(Switzerland) - The most important dates for this trading week
This week is the best of the year for real number crunchers: More than forty listed companies will present their half-year report. These include small companies such as the Walliser Kantonalbank (WKBN), but also big names on the Swiss market such as $ROG (-0,68 %) and $NESNE / $NESN (-0,89 %) . Naturally, observers will be keeping a close eye on the outlook for the second half of the year.
On Monday, only the climate specialist Belimo $B9H will report on the first half of the year.
Seven companies have announced their reports for Tuesday. These are the logistics company Kuehne + Nagel $KNIN (-1,08 %)
, the chocolate manufacturer Lindt & Sprüngli
$LISN (-0,44 %) and the fragrance producer Givaudan $GIVN (-0,09 %)
, also reporting Logitech $LOGN (+0,79 %), Dätwyler $DAE (+1,88 %)
, Temenos $TEMN (-0,67 %) and the Valais Cantonal Bank ($WKBN). At Lindt & Sprüngli $LISN (-0,44 %) will be watching for comments on the high cocoa prices. At Kühne + Nagel $KNIN (-1,08 %) the renewed increase in the complexity of sea transportation due to the threat to shipping in the Red Sea could have an initial positive effect.
On Wednesday, nine companies will give an insight into their finances. For example, the goods inspector SGS
$SGSN (-1,77 %) and also Bobst ($BOBNN) , So $ALSN (+0,53 %)
Cembra Money Bank $CMBN (-0,63 %)
, Cicor $CICN (+1,62 %)
Cosmo Pharmaceuticals $COPN (+0,91 %)
EFG International $EFGN (+0,99 %)
and Medacta $MOVE (+0,84 %)
. At SGS $SGSN (-1,77 %) it is to be expected that, as in previous quarters, decent sales growth will be offset by negative exchange rate effects.
Thursday is the highlight of the interim reporting season: a total of sixteen company reports are on the agenda. Among them are Nestlé $NESN (-0,89 %)
, Roche $ROG (-0,68 %)
, Lonza
$LONN (+1,29 %) and Julius Baer $BAER (+1,22 %)
, but also Bachem $BANB, Bucher $BUCN (+2,69 %)
, Galderma $GALD
, Autoneum $AUTN (+1,47 %)
, Bellevue $BBN (+0,14 %)
, Calida $CALN (-0,59 %)
, Idorsia $IDIA (-0,85 %)
, Leonteq $LEON (+0,45 %)
, the Graubündner Kantonalbank $GRKP (-0,28 %)
, Meier Tobler $MTG (+1,72 %)
, StarragTornos $STGN and Valiant $VATN (-0,38 %)
. At Nestlé $NESN (-0,89 %) the question is whether a return to positive growth rates can be achieved.
Many listed companies have once again announced their half-year figures for Friday. They include Holcim $HOLN (+2,09 %)
Sulzer $SUN (+2,69 %)
, Vontobel $VONN (+0,6 %)
, Forbo $FORN (+2,69 %)
, APG $APGN (-0,24 %)
, Zehnder $ZEHN (+0,36 %)
, Orell Füssli $OFN (-0,37 %)
, Lem $LEHN (+4,39 %)
, AMS Osram $AMS (+4,52 %) and BB Biotech $BION (+1,21 %) and the SIX as the operator of the Swiss stock exchange. The industrial group Sulzer $SUN (+2,69 %) should deliver a positive surprise after a strong performance that has been ongoing for some time.
Have a good week everyone!
GG
Hello dear getquin community,
I currently have a few Swiss shares on my watchlist and would like to make an investment soon.
At the moment it is not so easy to buy Swiss shares in Germany, so I would like to buy an ADR. I was thinking specifically of $HCMLY (+1,7 %) in particular.
Holcim ($HOLN) (+2,09 %) is planning to spin off its American division in 2025 and would like to list it on the stock exchange.
Does anyone know whether I, as an ADR holder, will also benefit from the spin-off and receive the corresponding securities?
I could not find anything clear on the internet.
