Hello everyone
I thought it was time for an introduction to me and my current portfolio.
Briefly about me, I'm Chris, 27 years old, work in IT and moved to Switzerland a good 7 months ago. I'm definitely very happy with my decision, even though it wasn't easy.
Apart from that, I love good food and am absolutely fascinated by cars and motor racing. I'm neglecting traveling a bit at the moment, but I also really enjoy it.
My dad laid the foundation stone of my depot when I was born. I saw it for the first time after my 18th birthday and was pretty excited. Unfortunately, I wasn't excited enough to continue with it. I then became more interested at the end of 2024, beginning of 2025 and so it was that I made my first transaction in April and $NVDA (-0,39%) bought shares.
My approach is to build a highly focused portfolio of high-quality individual stocks. Around 10% of my portfolio is currently in $BTC (-3,04%) , $ETH (-4,44%) & $Sol are currently invested.
There are basically two reasons why I decided against a core-satellite structure.
A fee of CHF 50 + stamp duty has to be paid for each transaction and therefore a savings plan does not make sense in my opinion. My basic idea was to save in 3 different ETFs each month.
Furthermore, I find $BRK.B (+0,16%) as a core position more attractive than an ETF, as they benefit from their capital strength especially in times of crisis and can make strategic acquisitions.
My next sales are as follows:
- Sale $BV0Z6G (-0,39%)
25% partial sale of my $SHEL (+1,24%) position
Once the sales are completed, my cash position will be around 20%. I currently have the following shares on my list that are eligible for purchase:
$RKLB (+7,74%) I actually wanted to buy this stock in December, but couldn't because it is not traded at my bank.
It is quite possible that the portfolio performance is not quite right because I have linked the positions manually, as getquin does not offer a link to my bank.
Thanks also to those who post so many interesting articles on strategies and reviews of stocks here, such as @Tenbagger2024, @Multibagger, @Epi, @BamBamInvest & many many others! Thank you, thank you, thank you!
To anticipate the obvious question of why I don't transfer my custody account to another provider due to high fees and limited share availability:
- I work for a bank and therefore have compliance regulations that restrict me somewhat in that regard.
Please let me know what you think of my custody account. 😃
Have a nice Sunday evening!
Best regards
Chris
