Tag archive
Borrowing a US-centric strategy and bending it around Swiss, European and global holdings
Dividend-growth investing is a good discipline wrapped in an almost entirely US-centric literature. Here is the version I am building around Swiss, European and global holdings, and what six years of payout data says about whether it is working.
How one deliberate pick grew into a quarter of everything, and the four years I barely contributed
One deliberate pick grew into a quarter of my portfolio while the ETF core I actually planned stayed half the size I intended. This is the shape that produced, the year I deposited nothing at all and what the monthly contribution is really worth.
A 12x winner, a write-off and the uncomfortable fact that I could not tell them apart
I put CHF 2,800 into Rolls-Royce during the 2020 crash on a specific thesis about jet engine servicing. It became a quarter of my portfolio. The same batch of pandemic bets also produced a cancelled holding and a wipeout. Here is the whole ledger, settled up honestly.