I had already flirted a few times with posts about Trading 212 and the possibility of creating pies to open a portfolio and yesterday after the post of @Novius finally went through with it (kiss goes out). The opening was also very easy with just a few clicks, only the flash transfer was rejected yesterday by my Sparkasse app and was credited to the broker this morning.

The year is only 12 days old and I've already broken all my New Year's resolutions not to take on any additional individual securities for the time being and to put more money into the good $GERD (+0,06 %) in addition to the savings plans. Instead, the money went into Salesforce $CRM (+3,32 %) and BB Biotech $BION (-0,93 %). I have no idea why I lack the discipline to invest. Maybe it will get better in

February... Maybe it will get better with the Pie 🥸

I'm only using Trading 212 as a gimmick for the time being and have picked speculative individual stocks from six sectors/thematic areas that have actually run too hot for me (the classic community stocks 😃) and would only find their way into the portfolio in the event of a setback.

would only find their way into the portfolio in the event of a setback or whose business model I don't understand (quantum computing, biotech) and therefore have no place in the portfolio without research.

Most of the stocks will be familiar to you. I will therefore refrain from describing them. With the exception of biotech. Since Gemini really had to serve as an advisor for individual stocks. However, I also had $VTYX an egg in my portfolio where the takeover modalities are already set at 14 $/share.

1. Quantum: IonQ, D-Wave, Rigetti.

2. Space: Rocket Lab, Intuitive Machines, Redwire, AST SpaceMobile.

3. defense (autonomous): Kraken Robotics, Ondas, Kratos.

4. Future Mobility: Joby Aviation, Archer Aviation, EHang.

5.. Disruptive Tech: Palantir, SoFi.

6. biotech & genomic revolution (2026 candidates)

- Viking Therapeutics ($VKTX (+5,67 %) ): Hottest candidate in the obesity market (weight loss drugs); considered the No. 1 takeover target for Big Pharma.

- Beam Therapeutics$BEAM): Pioneer in "base editing"; more precise gene correction than the first CRISPR generation; focus on sickle cell anemia.

- Intellia Therapeutics ($NTLA (+2,87 %)
): Leader in "in vivo" editing (healing takes place directly in the patient's body).

- Ventyx Biosciences $VTYX
): Specialist in immune and inflammatory diseases; currently the target of a billion-euro takeover by Eli Lilly.

- BioAge Labs ($BIOA (-2,96 %)
): Focus on longevity and metabolism; uses AI to research anti-ageing therapies.

- CytomX ($CTMX (-0,57 %)
): Develops "masked" antibodies that only become active in tumor tissue in order to massively reduce side effects.

- CRISPR Therapeutics ($CRSP (+2,9 %)
): The market leader in gene scissors; first commercial approvals for genetic defects already obtained.

Another strong year with a lot of profit. After a return of around 40% in 2024, I was able to achieve another strong return of 26% in 2025. I was able to realize a large part of the profit with my two Tenbagger shares $RGTI (+4,55 %) and $PLTR (+5,7 %) but the rest also performed quite well.

Due to the high gains in the two individual stocks, the weighting in my portfolio shifted massively and I took this as an opportunity to really tidy things up.

Portfolio realignment 2026

I would like to share the strategy I am pursuing with you. I have not yet reached the desired weighting, but I am slowly getting closer again.

The strategy is based on 3 different pillars and looks as follows:

CORE: ALL WORLD AND SWITZERLAND(40%)

The core consists of the broadly diversified world ETF $VWRL (-0,12 %) (approx. 30%) and with approx. 10% $CHSPI (-1,33 %) as an overweight of the home market

GROWTH AND QUALITY (35%)

The second part consists of some quality stocks with solid growth or dividends such as $SREN (-0,69 %)
$ROG (-1,01 %)
$BION (-0,93 %)
$MSFT (+1,11 %)
$SIE (-1,28 %) and the two trend tech ETFs $SMH (+0,52 %)
$XAIX (+3,1 %)

TENBAGGER SATS (20%)

Here I look for promising companies that have the potential to multiply and invest small amounts (currently max. CHF 1000). This is of course a high-risk investment, but I try to outperform with these stocks. By selling some of my tenbaggers, I was able to add new candidates to my portfolio.

These are all my potential price rockets:

$PLTR (+5,7 %) : my first Tenbagger. Here I have already realized about ten times my investment through partial sales. The rest will remain in the long term.

$RGTI (+4,55 %) : my second Tenbagger. I have realized approx. 8.5 times the stake through partial sales. The remainder is also left lying around.

$TER (-1,06 %) Chip testing, benefits massively from the AI chip boom.

$CELH Fitness energy drinks with strong growth and expansion into the mass market.

$CRSP (+2,9 %) Gene editing with huge health potential.

$MIPS (+2,2 %) : Safety systems for helmets. The technology is licensed to numerous helmet manufacturers in the sports and industrial sectors.

$RKLB (-0,78 %) : Rocket launches and satellites and established SpaceX chaser.

$JOBY (-1,28 %) Pioneer in urban mobility with air cabs and vertical take-offs.

$NU (-1,87 %) Digital neobank with enormous scaling potential in underserved markets such as Brazil, Mexico, etc.

$RBRK (+8,31 %) Cybersecurity

$IONQ (+3,56 %) Quantum computing. Highly speculative moonshot potential for computing power beyond classical computers.

I also hold approx. 5% in Bitcoin

(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 be presenting their half-year reports. These include small companies such as the Walliser Kantonalbank (WKBN), but also big names on the Swiss market such as $ROG (-1,01 %) and $NESNE / $NESN (-1,12 %) . 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. They are the logistics company Kuehne + Nagel $KNIN (-6,36 %)
, the chocolate manufacturer Lindt & Sprüngli
$LISN (-1,27 %) and the fragrance producer Givaudan $GIVN (-1,35 %)
, also reporting Logitech $LOGN (+2,44 %), Dätwyler $DAE (+0,81 %)
, Temenos $TEMN (+0,84 %) and the Valais Cantonal Bank ($WKBN). At Lindt & Sprüngli $LISN (-1,27 %) will be watching for comments on the high cocoa prices. At Kühne + Nagel $KNIN (-6,36 %) 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
$SGSN (-0,66 %) and also Bobst ($BOBNN) , So $ALSN (+0,97 %)
Cembra Money Bank $CMBN (-1,29 %)
, Cicor $CICN (+2,73 %)
Cosmo Pharmaceuticals $COPN (-2,62 %)
EFG International $EFGN (-2,67 %)

and Medacta $MOVE (-0,45 %)
. At SGS $SGSN (-0,66 %) 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 (-1,12 %)
, Roche $ROG (-1,01 %)
, Lonza
$LONN (-0,69 %) and Julius Baer $BAER (-1,13 %)
, but also Bachem $BANB, Bucher $BUCN (+0 %)
, Galderma $GALD (-0,5 %)
, Autoneum $AUTN (-0,4 %)
, Bellevue $BBN (-1,57 %)
, Calida $CALN (+2,75 %)
, Idorsia $IDIA (+2,36 %)
, Leonteq $LEON (+1,61 %)
, the Graubündner Kantonalbank $GRKP (-6,15 %)
, Meier Tobler $MTG (+0,13 %)
, StarragTornos $STGN (+0,14 %) and Valiant $VATN (-2,22 %)
. At Nestlé $NESN (-1,12 %) 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. These are Holcim $HOLN (-2,51 %)
Sulzer $SUN (-1,78 %)
, Vontobel $VONN (-1,04 %)
, Forbo $FORN (-1,49 %)
, APG $APGN (+0,51 %)
, Zehnder $ZEHN (-0,28 %)
, Orell Füssli $OFN (+0,84 %)
, Lem $LEHN (-1,96 %)
, AMS Osram $AMS and BB Biotech $BION (-0,93 %) and the SIX as the operator of the Swiss stock exchange. The industrial group Sulzer $SUN (-1,78 %) should deliver a positive surprise after a strong performance that has been ongoing for some time.

Have a good week everyone!

GG

Switzerland: Quarterly reports, AGMs and annual financial statements for the coming week:

The start will be $ARYN on Monday with the announcement of its sales figures for the first quarter. After a successful turnaround, expectations for the baked goods group are correspondingly high. The Annual General Meetings of Zurich Airport and the energy company will also take place on this day. $BKW (-0,97 %) take place on the same day.

On Tuesday a packed day awaits us: $NOVN (-2,01 %) , $KNIN (-6,36 %) , $TEMN (+0,84 %) and $PMN (+0,87 %) announce their quarterly results. It is expected that $NOVN (-2,01 %) will achieve or even exceed its own annual targets, having already exceeded expectations several times last year. Also $TEMN (+0,84 %) is also in the spotlight, especially after recent allegations by the hedge fund Hindenburg, which the company intends to refute through internal investigations. The company continues to publish $XLS and $HREN its annual figures for 2023. $BCGE (-2,56 %) , $EDHN (-0,14 %) , $FTON (-4,67 %) , $VBSN (-0,34 %) , $MIKN (-0,14 %) , $SIGN (SIG Group) and $VZUG their Annual General Meetings.

On Wednesday give $ROG (-1,01 %) , $KURN (-1,99 %) and $UBXN (-0,95 %) quarterly updates. For $ROG (-1,01 %) it is the last quarter with a significant base effect due to declining coronavirus product sales. Despite the strong Swiss franc, which is causing a headwind of 9%, sales are expected to decline by 3% compared to the first quarter of 2023. Annual General Meetings are also planned at $ARYN , $BSLN (+0,25 %) , $CMBN (-1,29 %) , $MEDX , $SFSN , $UBSG (-0,88 %) , $VARN (-1,55 %) and $ZWM .

The Thursday also remains eventful: $EMSN (-0,24 %) , $BUCN (+0 %) ,$NESN (-1,12 %) , $HOLN (-2,51 %) and $VONN (-1,04 %) present their quarterly results. At $NESN (-1,12 %) is showing a slow recovery, while $HOLN (-2,51 %) continues to expect strong results. Turnover and profit figures are also reported by $IFCN and the annual results for 2023 are reported by $SANN (-0,59 %) and$EEII will be presented. The Annual General Meetings on this day include $APGN (+0,51 %) , $BCV , $EPIC , $KARN (-4,1 %) and $VETN (+0,68 %) .

The end of the week (Friday) is marked by $SGSN (-0,66 %) with the publication of the sales figures for the first quarter on Friday. $AMS and $BION (-0,93 %) announce their quarterly results. Further Annual General Meetings are held at $ASWN (+0 %) , $BALN , $ESUN (-1,52 %) , $GLKBN (-2,14 %) , $METN (-0,25 %) , $VPBN (-3,18 %) and $WKBN (Walliser Kantonalbank). An Extraordinary General Meeting is held at $RLF (+9,88 %) to discuss a capital reduction, among other things.

Coming soon: Happy weekend! - Ditch the securities and enjoy life. 🔥💕✈️

BB Biotech: my investment case

The biotech market

Biotechnology is playing an increasingly important role in today's world. This science, which deals with the application of biological systems and organisms including their components for the development and research of products and technologies, has created a global market that was valued at USD 1 trillion in 2022 and is expected to grow at an average rate of 14% p.a. to USD 3.67 trillion by 2032.

Investment opportunities

However, it is very difficult for private investors to participate in this market, as the topic is very complex and diverse and the shares are often very volatile. The success of a company in this sector often depends on a few products or technologies that have been researched for a very long time, which is why individual studies can sometimes lead to extreme price swings.

In addition to a biotech ETF, investment companies are also a good way to participate in this market with the advantage that specialists are at work here who manage a portfolio and actively pick stocks with expertise that private investors rarely have in this area.

Presentation of BB Biotech AG

With a market capitalization of CHF 2.65 billion, BB Biotech AG is definitely no longer a small cap and also has an interesting business model. It is a Swiss investment company that focuses on the growth market of pharmaceuticals in biotechnology and invests in companies in this sector. I have summarized the group structure in a simplified chart and will not go into it in detail:

It is important to add that Bellevenue Asset Management AG receives payment for its services in the form of 1.1% of market capitalization p.a., which is paid monthly. The contract is for an indefinite period and stipulates a notice period of 12 months to the end of the following year.

The four subsidiaries of BB Biotech AG are based in Curaçao, an autonomous state within the Kingdom of the Netherlands, from which the company benefits in certain respects.

Investment strategy

BB Biotech AG manages a portfolio of Ø20-35 companies (as of March 13, 2024: 29 positions) with a focus on mid and small caps, but occasionally also holds a smaller proportion of large caps and unlisted companies in the portfolio. The companies are predominantly from North America. The portfolio and changes can be viewed at any time on the website and are documented transparently. The investment process consists of several stages in which a team of analysts and the investment team work together with the Board of Directors. The target is a return of around 15% p.a. and the company emphasizes that the investment is of a long-term nature, which investors should also bear in mind.

Risks

As the portfolio is focused on biotechnology, the performance of the portfolio and therefore of the company and its shares depends on the global biotech market. This is also reflected in the company's sales and profit, which amounted to CHF 500 million (CHF 200 million loss) in the 2023 financial year, but also fluctuated between CHF 700 million and CHF 1500 million (CHF 600-1500 million profit) at times.

The biotech market peaked in 2021 and has slumped sharply since then, as many macroeconomic factors had a negative impact on it, first and foremost of course the high interest rates. Many are hoping for a turnaround soon and are counting on the interest rate cuts by the Fed and ECB, which are eagerly awaited this year, as a catalyst. Increased M&A activity, which goes hand in hand with falling interest rates and a stable market environment, is also cited as a possible catalyst for the turnaround. Nevertheless, investors should be aware that with this share they are betting on a very volatile growth market and a team of external investment managers. German investors should also be aware of the exchange rate risk between the euro and the Swiss franc, as this is a Swiss company that operates in Swiss francs.

My advantages/decision:

Although I am aware of the risks, I have now invested in the share anyway and this is due to the following factors:

Firstly, I am deliberately betting on the turnaround in the biotech market, which in my opinion should give the market a tailwind this year due to falling interest rates and increased M&A volume. In my opinion, the biotech market is an important future growth market that still has a lot of untapped potential.

I am convinced by BB Biotech AG's investment strategy, which can be very profitable due to its focus on mid and small caps. In addition to the small number of economists in the investment team, the majority of the managers have a background in medicine, biotechnology or pharmacy, which is why I have a clear conscience about placing the investment activities in the hands of these experts by buying the shares, as I have absolutely no expertise in this area. The diversified portfolio, in which no single position accounts for more than 14%, means that the risk associated with individual stocks in this sector is manageable.

The company also pursues a strict dividend policy and has paid a dividend once a year for 10 years. The dividend has risen consistently, apart from a few cuts, and the company says that it aims to pay an average dividend yield of around 5% in the long term. Due to fluctuating sales, this should not be the reason to buy and those looking for a sustainable dividend are better served elsewhere. In the past, however, the company has repeatedly carried out extensive share buyback programs, which is more appealing to me.

The shares are all in free float and no investor holds more than 3% of all shares. There is only one class of shares, with one voting right per share, and no options or convertible bonds. The shareholder structure is very diverse and there are no institutional investors who hold a significant proportion of voting rights.

To summarize, I am convinced of the biotechnology sector, the business model of BB Biotech AG and the share and am happy to add it to my portfolio as a small diversification. I am still young and the investment is long-term for me. I am curious to see how it develops.

What is your opinion on the share and the article? This is one of my first analyses and I welcome feedback and suggestions.

No investment advice and no guarantee of accuracy. If you are interested in the share, you should inform yourself.

Sources: https://www.bbbiotech.ch/other-de/private, https://market.us/report/biotechnology-market/

#stock
#aktien
#biotech
#schweiz
#holdings
#stockanalysis
#dividends
#tech

Small August update

I have now sold most of my shares after all $BSL (+18,18 %) shares, with a total gain of 663%. I still have 300 shares in my portfolio. I'll leave them there and see how the journey continues.

I have already reinvested some of the money that has been freed up. I bought additional shares in $EUZ (-1,87 %) and the $XD5E (-1,9 %) (1000€ each). With the Swiss (2500CHF) I bought from $LAND (+0,26 %), $BION (-0,93 %) and the $VHYL (-1,24 %) and the

I also bought more American shares in individual savings plan candidates. A total of 1900$ and an additional 1000$ one-off purchase in $CVS (-0,94 %) have flowed into the dollar portfolio.

So much for the investments, there is still some left over from the sale. This will probably be invested in new wheels for my racing bike, hopefully with some protection against inflation. So hopefully I'll add a few more kilometers on new wheels to the 3100km I've ridden so far this year.

Today comes the $ULVR (-1,27 %) dividend. This is already enough for a good crate of wine, just in time for vacation.

Here's to a successful September!

Arguably Royalty Pharma's main competitor

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗕𝗲𝗮𝘂𝘁𝘆 𝗶𝗻 𝗜𝗻𝗱𝗶𝗮 / 𝗣𝗲𝗽𝗽𝗲𝗿𝘀 𝗻𝗲𝘂𝗲𝗿 𝗕𝗲𝘀𝗶𝘁𝘇𝗲𝗿 / 𝗭𝗮𝗵𝗹𝘂𝗻𝗴𝘀𝗮𝘂𝘀𝗳𝗮𝗹𝗹 𝗴𝗲𝘀𝘁𝗼𝗽𝗽𝘁 / 𝗕𝗶𝘁𝗰𝗼𝗶𝗻-𝗘𝗧𝗙 𝗯𝗼𝗼𝗺𝘁

𝗜𝗣𝗢𝘀 🔔

Nykaa - On October 28, the Indian company FSN E-Commerce Ventures, the parent company of India's largest cosmetics retailer Nykaa, plans to go public and is aiming for a valuation of 7.4 billion US dollars. A total of 41,972,660 shares will be available for sale by the first of November. Nykaa was founded in 2012 and already has 1,500 beauty product brands in its portfolio.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, Caterpillar Inc. ($CAT1 (-1,33 %)), Kaiser Aluminum Corp. ($KLU1 (-0,69 %)), Pmbina Pipeline Corp. ($P5P (+0,38 %)), The RMR Group Inc. ($PMR (-5,83 %)), Simulations Plus, Inc. ($SD3) and SM Energy Company ($SJL (+0,75 %)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, American Express ($AEC1 (-0,73 %)), BB Biotech ($BBZA (-0,93 %)), Chugai Pharmaceutical Co. Ltd. ($CUP (-3,73 %)), Honeywell ($ALD (-1,78 %)), Reliance Industries Ltd. ($RLI (-0,58 %)), Roper Industries Inc. ($ROP (-2,32 %)), Schlumberger ($SCL (-1,04 %)) and V.F. Corp. ($VFP (-2,11 %)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Softbank ($SFT (+6,05 %)) - According to insiders, the Japanese technology investor Softbank is negotiating with the German company United Robotics to acquire the French robotics business based around the humanoid robot Pepper. The Bochum-based company United Robotics is already working with Softbank and distributes its Pepper and Nao robots in Europe. Neither company has officially commented on the takeover rumors.

Evergrande ($EV1) - Shortly before the deadline, the Chinese real estate group Evergrande was able to make an interest payment worth millions. 83.5 million US dollars were transferred to the bondholders. As a result, the share price rose by more than seven percent in the meantime. So far in 2021, the shares have lost more than 80 percent of their value. But further interest payments are also due soon. The next grace period for a bond expires on October 29. In order to pay banks, suppliers and bondholders on time, Evergrande must therefore continue to raise money.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

ProShares Bitcoin Strategy ETF Update - The ETF is so extremely popular that there is now a risk that it is well on its way to hitting the existing futures limit. One way to counter this bottleneck would be to extend the investment contracts. However, there is a risk that the fund could diverge too much from the actual Bitcoin price and no longer track it one-to-one. The ETF created by ProShares was the first fund ever to have more than one billion US dollars in assets under management in just two days.

Solana ($SOL/EUR (+1,31 %)) - One of the strongest gainers in recent days was once again the cryptocurrency of the Solana blockchain SOL. After growing by 36.8% in the last seven days, the current price of SOL stands at $205.28, resulting in a market capitalization of $61.56 billion. SOL thus overtakes Ripple XRP ($21XX (+3,22 %)) and ranks sixth among the world's largest cryptocurrencies. One of the main reasons for SOL's strong growth is likely to be the booming DeFi (Decentralized Finance) sector of the Solana blockchain. Solana differs from other blockchains, such as Ethereum or the Binance smart chain, due to its incredible speed and extremely low transaction fees.

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