Chocoladefabriken Lindt & Spruengli Par Shs Azione Forum

A slightly different portfolio for a change. I am 22 years old.

The larger single stock position is due to my stock based compensation. It currently makes up a large part of my portfolio, but is fine for me at the moment.

I hold just under 3% in gold. I plan to replace the Vitainvest Passive 50 Sust fund with the Vitainvest Passive 100 Sust in the future. This position represents my third pillar of provision.

I am also thinking about expanding my portfolio with $LISP (+0%) or $ONON as I enjoy the companies and believe in a positive development in the long term.

What do you think?

$LISP (+0%)

hi,

i just don't get the difference between the two, one costs just over 10k the other over 110k

$LISN (-0,84%)

Lindt & Sprüngli simply has a beautiful chart, a fantastic dividend development (not yield, which is rather moderate at 1.2%) and of course excellent business figures, even though it is about something "boring" like chocolate.

I am aware that the current P/E ratio of over 40 is perhaps a little too high, even historically. But you can currently get L&S at around 20% of the high, which hasn't happened often in the past. And you always had to calculate a "premium" here. Even the "circumstances" with the Swiss taxation did not stop me. For me, it's a value that my heirs can probably take care of...

What a bargain course😝

Delicious food