Good evening, Grüezi mitenand & Glück auf !
I've had my securities account with Swissquote for about 3 months now & I'd be interested to hear what you have to say.
First of all: I simply sold everything at TR in Germany & then made a fresh start here in Switzerland.
I started with 10x $VWRL (+0,32 %) as a foundation stone. Since then, I've been adding CHF 300 per month - but the plan is to increase this savings plan to at least CHF 500 per month at first & later to CHF 800 & CHF 1000. Then I looked at what else I would like to have in my portfolio (again).
The results are as follows:
8 x $AD (+0,59 %) Ahold Delhaize
6 x $BATS (-1,51 %) British American Tobacco
1 x $CRM (+5,32 %) Salesforce
10 x $EQNR (-1,37 %) Equinor
10 x $HTGC (+0,18 %) Hercules Capital
300 CHF $LISN (-2,04 %) Lindt & Sprüngli
7 x $MAIN (+1,1 %) Main Street Capital
1 x $MCD (+1,17 %) McDonalds
6 x $MDLZ (-1,15 %) Mondelez
6 x $NOVO B (+0,63 %) Novo Nordisk
5 x $O (+0,85 %) Realty Income
30 x $OBDC (+0,22 %) Blue Owl Capital
2 x $PEP (-1,17 %) PepsiCo
5 x $RIO (-0,36 %) Rio Tinto
10 x $SHEL (-1,62 %) Shell
1 x $V (+1,42 %) Visa
2 x $ZTS (-1,79 %) Zoetis
The thought here was / is: I like to invest in values that are boring & that I / humanity often see / use / stumble across in my / their daily lives.
I don't buy individual stocks for now, except possibly Zoetis, Main or Salesforce. So far, I have not found any attractive entry points for tech stocks in this portfolio.
One more thing: I don't want to sell everything & shift into the VWRL, and I also know that at 28 I COULD perhaps focus more on growth. The portfolio should be geared towards the long term & dividends motivate me enormously. Just like a beer at the end of the day. 🥸😋
On the side, I still have around CHF 2000 on a crypto exchange $BTC (-0,32 %) Bitcoin lying around.
And now thanks for your opinions. ☺️
