8Mês·

🇨🇭

Last purchase of the month. My 🇨🇭 position at $SREN (+2,12%) was increased. Is the reinsurer also in your portfolio?

26.09

Swiss Re

Comprado em CHF 144,80

11 Comentários

Chris@Multibagger

8Mês

No, it is not. It doesn't fit in with my investment strategy.

•

Rendite Rudin@RenditeRudin

8Mês

@Multibagger Do you have other reinsurers in your portfolio?

•

Chris@Multibagger

8Mês

@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.

•

Rendite Rudin@RenditeRudin

8Mês

@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.

•

Chris@Multibagger

8Mês

@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.😎😉

•