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Rendite Rudin
@RenditeRudin
6Mes·

🇨🇭

Last purchase of the month. My 🇨🇭 position at $SREN (-0,29%) was increased. Is the reinsurer also in your portfolio?

26.09
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Swiss Re
Acquistato a 144,80 CHF
10
11 Commenti
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Chris@Multibagger
6Mes
No, it is not. It doesn't fit in with my investment strategy.
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Rendite Rudin@RenditeRudin
6Mes
@Multibagger Do you have other reinsurers in your portfolio?
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Chris@Multibagger
6Mes
@RenditeRudin I don't actually have any insurance shares. The sole purpose of my portfolio is to generate the greatest possible excess return and it is therefore focused on derivatives, small caps and 3 sector ETFs. I wouldn't buy any reinsurers at this point in time at the beginning of the fall either. You never know what hurricanes, tornadoes etc. are around the corner.
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Rendite Rudin@RenditeRudin
6Mes
@Multibagger That's right, I forgot again! Yes, I buy reinsurers for a holding period of 40-50 years, so I can cope with that.
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Chris@Multibagger
6Mes
@RenditeRudin 40-50 years? In that period, I'm more likely to need death benefit insurance! 😂 Unless I generate an excess return in addition to the excess return.😎😉
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Olli@Olli68
6Mes
He was. Not right now. Maybe again sometime. 👍
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Rendite Rudin@RenditeRudin
6Mes
@Olli68 Why did you sell?
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Timur@timvestiert_CH
6Mes
I've had it in my portfolio for some time (corona crisis) to balance out the tech stocks and because of the attractive dividend.
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Rendite Rudin@RenditeRudin
6Mes
@mitinvest very nice!
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Paulchen@Divident_e
6Mes
Nö
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KroateOhneHaare@KroateOhneHaare
5Mes
Currently still a little too expensive. But sooner or later for sure
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