Postos
52$ZEAL (-31,9%) The reason for this was that the weight loss of 10.7 percent after 42 weeks fell short of expectations. With the drug Petrelintide, the company, together with $ROG (-3,01%) into the booming market for weight loss drugs, which is currently dominated by Novo Nordisk and Eli Lilly.
Q: https://www.n-tv.de/wirtschaft/der_boersen_tag/Pharma-Aktie-stuerzt-ab-id30438110.html
$RYA (+0,84%)
$UNH (-0,68%)
$GM (-2,68%)
$RTX (+3%)
$UPS (-1,98%)
$UNP (-2,49%)
$NOC (+1,96%)
$BA (+3,99%)
$MC (-0,61%)
$TXN (-2,62%)
$STX (-2,84%)
$SSAB A (-3,16%)
$ASML (-5,28%)
$GEV (-3,56%)
$SBUX (+0,38%)
$T (-1,2%)
$GD (+0,69%)
$MSCI (+0,47%)
$META (-2,49%)
$NOW (+2,94%)
$IBM (+0,64%)
$LRCX (-6,63%)
$TSLA (-2,04%)
$MSFT (-0,48%)
$000660
$005930
$SAP (+0,58%)
$ABBN (+0,72%)
$DBK (-4,47%)
$ROG (-3,01%)
$DOW (-1,55%)
$NDAQ (-0,62%)
$LMT (+2,89%)
$CAT (-3,78%)
$TMO (-3,61%)
$HON (-1,78%)
$MA (-0,55%)
$BX (-4,47%)
$WM (+1,3%)
$WDC (-4,99%)
$SNDK
$V (-0,47%)
$AAPL (-1%)
$SOFI (-1,27%)
$CL (+1,44%)
$AXP (-2,1%)
$XOM (+0,63%)
$CVX (+0,14%)
Novo Nordisk 3.0% $NOVO B (-0,55%) NVO
LVMH 2.0% $LVMH
Pernod Ricard 6.35% $RI (-0,47%)
Imperial Brands 5.5% $IMB (+0,95%)
BAT 6.2% $BATS (-1,48%)
Sunrise Communications 8.00%
Nestle 4.05% $NESN (+1,15%)
Roche 2.85% $ROG (-3,01%)
Novartis 3.07% $NOVN (-0,67%)
Shell 4.07% $SHEL (+1,73%)
German Post 3.86% $DHL (+1,07%)
Swisscom 3.75% $SCMN (+0,92%)
German Telekom 3.52% $DTE (-0,64%)
Strabag 2.72% $STR (-1,32%)
Vonovia 4.82% $VNA (-0,63%)
BASF 5.01% $BAS (-2,28%)
Puma 2.8% $PUMA
Hannover Re 3.62% $HNR1 (-0,79%)
Munich Re 3.8% $MUV2 (-1,26%)
Allianz 4.00% $ALV (-1%)
BP 5.76% $BP. (+2,63%)
Spotify
https://open.spotify.com/episode/1zt05UZlehInr81iaZMdY5?si=e676f0a812014943
YouTube
Appple Podcast
Another strong year with a lot of profit. After a return of around 40% in 2024, I was able to achieve another strong return of 26% in 2025. I was able to realize a large part of the profit with my two Tenbagger shares $RGTI (+0,17%) and $PLTR (+2,91%) but the rest also performed quite well.
Due to the high gains in the two individual stocks, the weighting in my portfolio shifted massively and I took this as an opportunity to really tidy things up.
Portfolio realignment 2026
I would like to share the strategy I am pursuing with you. I have not yet reached the desired weighting, but I am slowly getting closer again.
The strategy is based on 3 different pillars and looks as follows:
CORE: ALL WORLD AND SWITZERLAND(40%)
The core consists of the broadly diversified world ETF $VWRL (-1,61%) (approx. 30%) and with approx. 10% $CHSPI (+0,05%) as an overweight of the home market
GROWTH AND QUALITY (35%)
The second part consists of some quality stocks with solid growth or dividends such as $SREN (-1,5%)
$ROG (-3,01%)
$BION (-1,48%)
$MSFT (-0,48%)
$SIE (-0,81%) and the two trend tech ETFs $SMH (-3,8%)
$XAIX (-1,13%)
TENBAGGER SATS (20%)
Here I look for promising companies that have the potential to multiply and invest small amounts (currently max. CHF 1000). This is of course a high-risk investment, but I try to outperform with these stocks. By selling some of my tenbaggers, I was able to add new candidates to my portfolio.
These are all my potential price rockets:
$PLTR (+2,91%) : my first Tenbagger. Here I have already realized around ten times my investment through partial sales. The rest will remain in the long term.
$RGTI (+0,17%) : my second Tenbagger. I have realized approx. 8.5 times the stake through partial sales. The remainder is also left lying around.
$TER (-10,17%) Chip testing, benefits massively from the AI chip boom.
$CELH Fitness energy drinks with strong growth and expansion into the mass market.
$CRSP (-2,82%) Gene editing with huge health potential.
$MIPS (+1,7%) : Safety systems for helmets. The technology is licensed to numerous helmet manufacturers in the sports and industrial sectors.
$RKLB (+0,84%) : Rocket launches and satellites and established SpaceX chaser.
$JOBY (-0,6%) Pioneer in urban mobility with air cabs and vertical take-offs.
$NU (-0,93%) Digital neobank with enormous scaling potential in underserved markets such as Brazil, Mexico, etc.
$RBRK (+2,7%) Cybersecurity
$IONQ (+0%) Quantum computing. Highly speculative moonshot potential for computing power beyond classical computers.
I also hold approx. 5% in Bitcoin
I have a question for the community, maybe some of you here are a bit more familiar with a few tax issues that are bothering me.
I transferred my custody account from Onvistabank to ING in 2025. As there were sanctioned securities in my Onvistadepot, the custody account still exists and the 2025 loss pot was not transferred to ING. If I have now realized gains at ING in 2025, can I request a loss declaration from Onvista and claim this on my tax return for 2025?
On Thursday, I have withdrawn from the values $WCH (-9,58%) and $AFX (-1,14%) at a loss, these losses were also shown in the loss pot at ING. Now, on Friday, I sold my $ROG (-3,01%) with profit on Friday, but I paid the full rate of capital gains tax on the profits and the loss pot remained unchanged.
Does anyone have any experience with this? In my opinion, this should be offset directly.
I know this is a very dry topic, but I would be grateful for any feedback 😁
$ (+2,33%)TYL (+2,33%)
$GE (-1,24%)
$GD (+0,69%)
$CHRW (-3,13%)
$ROL (+0,3%)
$TW (+0%)
$CSGP (+0,41%)
$RKT (-1,83%)
$CLX (+1,02%)
$ROST (-1,5%)
$FAST (-0,84%)
$CSCO (-1,86%)
$YUMC (-0,9%)
$KOF (-1,1%)
$ORLY (+0,04%)
$KO (+0,05%)
$RY (-0,97%)
$MDLZ (+0,16%)
$IMBBY (+0,55%)
$A (-3,79%)
$IDXX (-1,76%)
$SONY (+0%)
$MSCI (+0,47%)
$SYY (-1,53%)
$VLTO WI (-1,15%)
$DPZ (+1,75%)
$IDEX (-0,51%)
$VRSN (+0,74%)
$COST (+1,91%)
$ITT (-3,92%)
$SHW (-1,72%)
$EPD
$SIE (-0,81%)
$CP (-2,73%)
$CTAS (+1,84%)
$ROG (-3,01%)
$BK (-0,95%)
$CNR (-2,86%)
$PM (+0,1%)
$TSM (-4,34%)
$ITW (-2,81%)
$APD (-1,12%)
$PG (-0,28%)
$AAPL (-1%)
$BAC (-2,65%)
$CPB (+2,15%)
$VRSK (+1,59%)
$HSY (-0,77%)
$GWRE (-0,26%)
$HII (+0,37%)
$GSK (-0,63%)
$SBUX (+0,38%)
$ALLE (-2,26%)
$INTU (+3,68%)
$MSI (-2,83%)
$GWW (-2,95%)
$UNP (-2,49%)
$WCN (-0,07%)
$WM (+1,3%)
$NOC (+1,96%)
$CAT (-3,78%)
$PAYX (+2,41%)
$ADP (+1,65%)
$MCO (-1,18%)
$SPGI (+0,21%)
$NDSN (-4,78%)
$WMT (+0,18%)
$OTIS (-1,68%)
$CL (+1,44%)
Best Companies to Own: Methodology
The companies on this list are covered by Morningstar Research Services’ equity analysts and have shares available to US investors. This means that Morningstar equity analysts have calculated fair value estimates for the shares of the companies that trade on US exchanges. As a result, most of the companies on this list are based in the US.
Within that coverage list, the best companies meet the following criteria:
What Gives a Company an Economic Moat?
Companies with moats have one or more of the following characteristics:
To maintain analysts’ independence, Morningstar Research Services does not publicly rate its parent company Morningstar Inc. Therefore, Morningstar, Inc. is not on the list of the best companies available to US investors.
https://www.morningstar.com/stocks/best-companies-own-2026-edition
Outlook for 2025 earnings raised
Roche $ROG (-3,01%) expects an increase in Group sales in the mid single digit range (CER). Core earnings per share are targeted to develop in the high single to low double digit range (CER). Roche expects to further increase its dividend in Swiss francs.
https://www.roche.com/investors/updates/inv-update-2025-10-23
CHMP recommends EU approval of Roche’s subcutaneous formulation of Lunsumio for people with relapsed or refractory follicular lymphoma
Today I said goodbye to $SMH (-3,8%) today. Despite the volatility, the entry in April was worthwhile and brought a nice profit of +40%, and that with an ETF! It wasn't a long-time play anyway, as it was a sector ETF.
Part of it went into the $QDEV (-1,59%) together with my DCA, and later I will also get $TDIV (-0,25%) get another share.
This means that companies such as $AMD (-3,16%) , $MU (-5,88%) , $INTC (-5,24%) and others are completely out of my portfolio, 0% exposure.
My US share is now <60% and tech at 38%. The top 10 stocks make up less than 30% of the total weighting. This makes me almost as unconcentrated as the $IWDA (-1,16%) and better diversified than the $CSPX (-1,24%) .
New portfolio key figures:
P/E 30.0 (<30) 🟡
Forward P/E 21.6 (<25) 🟢
P/Β 13.0 (<5) 🔴
D/E 0.8 (<2) 🟢
EV/FCF 28 (<25) 🟡
ROE (5-Jahres-Durchschnitt) 50% (>15%) 🟢
EPS growth for the next 5 years 23% (>7%) 🟢
Sales growth (5-year average) 15% (>5%) 🟢
With this high ROE, I am also ok with a high P/E.
Top 10 positions now:
Alphabet $GOOG (-0,74%)
NVIDIA $NVDA (-2,56%)
Broadcom $AVGO (+0,15%)
Microsoft $MSFT (-0,48%)
Meta $META (-2,49%)
Apple $AAPL (-1%)
Roche $ROG (-3,01%)
Taiwan Semiconductor $TSM (-4,34%)
Mastercard $MA (-0,55%)
Visa $V (-0,47%)
Principais criadores desta semana
