7Lun·

🇨🇭

Last purchase of the month. My 🇨🇭 position at $SREN (+2,36 %) was increased. Is the reinsurer also in your portfolio?

26.09

Swiss Re

Comprado a 144,80 CHF

11 Comentarios

Chris@Multibagger

7Lun

No, it is not. It doesn't fit in with my investment strategy.

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Rendite Rudin@RenditeRudin

7Lun

@Multibagger Do you have other reinsurers in your portfolio?

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Chris@Multibagger

7Lun

@RenditeRudin I don't actually have any insurance shares. The sole purpose of my portfolio is to generate the greatest possible excess return and it is therefore focused on derivatives, small caps and 3 sector ETFs. I wouldn't buy any reinsurers at this point in time at the beginning of the fall either. You never know what hurricanes, tornadoes etc. are around the corner.

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Rendite Rudin@RenditeRudin

7Lun

@Multibagger That's right, I forgot again! Yes, I buy reinsurers for a holding period of 40-50 years, so I can cope with that.

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Chris@Multibagger

7Lun

@RenditeRudin 40-50 years? In that period, I'm more likely to need death benefit insurance! 😂 Unless I generate an excess return in addition to the excess return.😎😉

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