immagine del profilo
Rendite Rudin
@RenditeRudin
1Anno·

🇨🇭

Last purchase of the month. My 🇨🇭 position at $SREN (+1,83%) was increased. Is the reinsurer also in your portfolio?

26.09
Swiss Re logo
Swiss Re
Acquistato a 144,80 CHF
10
11 Commenti
immagine del profilo
Chris@Multibagger
1Anno
No, it is not. It doesn't fit in with my investment strategy.
•
2
•
immagine del profilo
Rendite Rudin@RenditeRudin
1Anno
@Multibagger Do you have other reinsurers in your portfolio?
•
1
•
immagine del profilo
Chris@Multibagger
1Anno
@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.
•
1
•
immagine del profilo
Rendite Rudin@RenditeRudin
1Anno
@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.
•
1
•
immagine del profilo
Chris@Multibagger
1Anno
@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.😎😉
•
2
•
immagine del profilo
Olli@Olli68
1Anno
He was. Not right now. Maybe again sometime. 👍
•
2
•
immagine del profilo
Rendite Rudin@RenditeRudin
1Anno
@Olli68 Why did you sell?
••
immagine del profilo
Timur@tim979
1Anno
I've had it in my portfolio for some time (corona crisis) to balance out the tech stocks and because of the attractive dividend.
•
2
•
immagine del profilo
Rendite Rudin@RenditeRudin
1Anno
@mitinvest very nice!
••
Max@Maximilian1
1Anno
Nö
•
1
•
immagine del profilo
KroateOhneHaare@KroateOhneHaare
11Mes
Currently still a little too expensive. But sooner or later for sure
••
Partecipa alla conversazione
IscrivitiAccesso