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 (-0,37%) 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 (+0,35%) Ahold Delhaize
6 x $BATS (+0,66%) British American Tobacco
1 x $CRM (-0,29%) Salesforce
10 x $EQNR (-1,15%) Equinor
10 x $HTGC (+0,06%) Hercules Capital
300 CHF $LISN (+0,72%) Lindt & Sprüngli
7 x $MAIN (-0,3%) Main Street Capital
1 x $MCD (-0,05%) McDonalds
6 x $MDLZ (-0,41%) Mondelez
6 x $NOVO B (-0,26%) Novo Nordisk
5 x $O (-0,06%) Realty Income
30 x $OBDC (+1,43%) Blue Owl Capital
2 x $PEP (+0,05%) PepsiCo
5 x $RIO (+0,34%) Rio Tinto
10 x $SHEL (-0,39%) Shell
1 x $V (-0,25%) Visa
2 x $ZTS (-0,43%) 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 (+0,06%) Bitcoin lying around.
And now thanks for your opinions. ☺️
