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ARY
Aryzta
CH0043238366
ARYN
ARYN

Zugo
@Zugo1
1Sem.·
Feedback sur mon portefeuille

Hey, what do you think of my portfolio?


Please ignore $SNAP (+3,32 %) and the $SRECHA this was a purchase that I bought over a year ago as a test/fun and I'm just too stingy to sell at the moment 😂


$MSFT (+1,09 %) was a buy at the beginning i bought right at the peak and learned a lesson from that again. I will sell it as soon as possible at a profit and invest that money in the $VWRL (+1,32 %) invest



$ARYN (+0,26 %) and $LCID (-1,81 %) are purchases that I thought could achieve good growth if I hold them for +/- 10 years.


Otherwise I save the $VWRL (+1,32 %) monthly and the $XNAS (+1,77 %) monthly


From October the $CHDVD will be added. As I simply want to be well diversified in the Swiss equity market 😊

13Positions
8 320,24 CHF
2,99 %
2
1 Commentaire
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Wachstums_Aktionär@schokosahne
1Sem.
Right at the beginning your lucid group has a negative eps and a negative free cash flow on the one hand they burn your capital and on the other hand they use the smoke to lure new investors so that your sum becomes even less in the company.

Hereby I want to show you, as soon as you invest in individual stocks, you have to understand the ratios. Your shares, with the exception of Microsoft, are on the one hand very risky, i.e. crowdstrike and palantir, and on the other hand quite low-yielding, such as Abb.
Here I would think again about what your goal is and only invest in companies that:

1. have a positive cash flow
2. have a low level of debt
3. the number of shares decreases in the best case due to share buybacks
4. have an active long-term #uptrend.
5. you understand the business model.

I could go on and on, but that's enough for a start. I also see that you entered nvidia very cyclically.
You always want to enter tech anti-cyclically, i.e. when everyone says tech is dying and no one sees growth there.

I can't say much about your etfs, I'm not very deep in the subject, there are some here who can make better judgments.
Always remember that an etf is diversified, it's not about having 20 but rather less is more.
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GeldGenie
@GeldGenie
5Mo·

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


The start will be $ARYN (+0,26 %) 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 (-1,31 %) take place on the same day.


On Tuesday a packed day awaits us: $NOVN (+0,21 %) , $KNIN (-1,08 %) , $TEMN (-0,67 %) and $PMN (-0,58 %) announce their quarterly results. It is expected that $NOVN (+0,21 %) will achieve or even exceed its own annual targets, having already exceeded expectations several times last year. Also $TEMN (-0,67 %) 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 (-0,36 %) , $EDHN (+0,13 %) , $FTON (-0,41 %) , $VBSN (+0,31 %) , $MIKN (+0,52 %) , $SIGN (SIG Group) and $VZUG their Annual General Meetings.


On Wednesday give $ROG (-0,68 %) , $KURN (+4,01 %) and $UBXN (+3,41 %) quarterly updates. For $ROG (-0,68 %) 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 (+0,26 %) , $BSLN (+3,02 %) , $CMBN (-0,63 %) , $MEDX , $SFSN (+1,45 %) , $UBSG (+1,25 %) , $VARN (-0,71 %) and $ZWM .


The Thursday also remains eventful: $EMSN (+0,98 %) , $BUCN (+2,69 %) ,$NESN (-0,89 %) , $HOLN (+2,09 %) and $VONN (+0,6 %) present their quarterly results. At $NESN (-0,89 %) is showing a slow recovery, while $HOLN (+2,09 %) continues to expect strong results. Turnover and profit figures are also reported by $IFCN (+4,26 %) and the annual results for 2023 are reported by $SANN (+0,75 %) and$EEII will be presented. The Annual General Meetings on this day include $APGN (-0,24 %) , $BCV , $EPIC , $KARN (+5,04 %) and $VETN (+2,29 %) .


The end of the week (Friday) is marked by $SGSN (-1,77 %) with the publication of the sales figures for the first quarter on Friday. $AMS (+4,52 %) and $BION (+1,21 %) announce their quarterly results. Further Annual General Meetings are held at $ASWN (-2,94 %) , $BALN (-0,28 %) , $ESUN , $GLKBN (-0,89 %) , $METN (+0,58 %) , $VPBN (-1,89 %) and $WKBN (Walliser Kantonalbank). An Extraordinary General Meeting is held at $RLF to discuss a capital reduction, among other things.


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

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