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 (-0,98%) 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 (-0,86%) Ahold Delhaize

6 x $BATS (-2,66%) British American Tobacco

1 x $CRM (-0,16%) Salesforce

10 x $EQNR (+1,16%) Equinor

10 x $HTGC (-0,31%) Hercules Capital

300 CHF $LISN (+0%) Lindt & Sprüngli

7 x $MAIN (-0,4%) Main Street Capital

1 x $MCD (+1,12%) McDonalds

6 x $MDLZ (+0,94%) Mondelez

6 x $NOVO B (-0,2%) Novo Nordisk

5 x $O (+0,92%) Realty Income

30 x $OBDC (-0,87%) Blue Owl Capital

2 x $PEP (+0,29%) PepsiCo

5 x $RIO (-1,04%) Rio Tinto

10 x $SHEL (-1%) Shell

1 x $V (+0,4%) Visa

2 x $ZTS (+0%) 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 (+1,32%) Bitcoin lying around.

And now thanks for your opinions. ☺️

Last weeks value stocks bought such as Deutsche Telekom ($$DTE (-0,8%) ) Ahold $AD (-0,86%) Heineken $HEIA (+0,43%) and Engie $ENGI (+1%) . ASML $ASML (-3,69%) and ASMI $ASM (-5,4%) trimmed and sold to bring my tech weighting to around 25%. Cost some redemenent this week, but a more stable portfolio.

I have $AD (-0,86%) in my portfolio and talk about possible actions on my part. Have fun and best regards, Angelo from FINANZEN ANDERS

https://youtu.be/u3yL6uCorhs

As I mentioned a while ago, I am looking for positions to make my portfolio more price stable. Therefore, today I took position in:

• $AD (-0,86%) (20 pieces)
• $ULVR (-0,71%) (2 pieces purchased)

In the more risky corner I find $TWEKA (-0,66%) a company that has plenty of potential despite disappointing quarters. Picked up at €34 each.

Quarterly figures $AD (-0,86%) Yesterday, a solid Q2, revenue plus 3.3% to €23.1 bln, online sales +11.8%. For the first time a profit for the total online part 💪🏼 Underlying earnings per share was €0.65 and interim dividend €0.51. Margins are slightly lower (4%) due to investments in the US, but outlook for 2025 remains strong. E-commerce continues to grow, bol.com is also doing well.

Still a hold 💰