u/Gulliveig

Ha mit miner Frau das Topic churz gha am Friitig. Mier lebed sehr nöch am Wald. So Öppe 20 Meter. Oder 40, was weiss i, has nöd gmesse.

Aso. Mir hend gredt, und am SA simmer in Decathlon gonen spezielle Rucksack z'chaufe.

Plan isch, öppe 5 Underwösch iizpacke und so Sache, und es Bargeld, wome dihei als Bünzli eh het, dri izschmeisse im Kriisefall.

Jo. Ihr so. Was isch euen Plan bi Waldbrand-Evakuation?

Schwanke zwischen Reuters, Bloomberg, und AP.

Ich möchte schnelle Infos über marktbewegende Finanznews. Welches Portal funktioniert für euch?

(Alle 3 bieten auch gratis einen RSS Feed an, aber der ist natürlich zeitlich (sehr) verzögert. Lesen kann man den Artikel ausser dem Titel dann aber natürlich wegen der Paywall trotzdem nicht.)

AI, EVs, heat pumps, data centers all are a thing these days, and all require massive amounts of electricity.

Someone has to manage and upgrade the grids transporting all that electricity, so I'd look at companies involved in electrical equipment, grid tech, power management, industrial electrification and transmission infrastructure.

What I ideally would want is an ETF containing Eaton, Schneider Electric, ABB, Prysmian, perhaps some raw powr plant generation like Siemens Energy and the like.

(Edited paragraph: Preferably denoted in USD, but listed in Ireland as I'm in Europe: however, in non-EU Switzerland, so not bound to UCITS.)

My reasearch tells me, what comes closest is probably the Nasdaq Clean Edge Smart Grid Infrastructure Index (GRID or the Irish equivalent GRDU, IE000J80JTL1). Doesn't directly contain Siemens Energy, but its parent. And much more ofc.

What do you think about GRID? Do you perhaps know of a better alternative to cover the needs of the sectors mentioned in the first paragraph?

Eingangs-Bemerkungen: Ich rechne in Schweizer Franken (CHF). Und BTEC, RBOT, RENW und AIAI haben so viel P/L rel., weil ich grade ein bisschen rebalanciert habe. Details hier

Kopie aus Excel, für Ende Juli 2025 bis jetzt (fast ein Jahr). Strebe 20% p.a. an, schaffe ich dank Donald's Angriff nicht: der März war brutal. Nuja, bin noch positiv :)

https://preview.redd.it/ytkhd1w9ymbh1.png?width=724&format=png&auto=webp&s=08a1e47d20b619603f3e2d9311a0636b2a0ea095

ETF Ticker	ISIN	Stk	Bezahlt	in CHF	Market	in CHF	Anteil	P/L abs	P/L rel	Voller Name
					CHF	inkl. VkGeb
CSSMI	CH0008899764	1500	201496	201496	225360	225135	10.08%	23639	11.7%	ISHARES SMI ETF CH
CFR	CH0210483332	200	31050	31050	36840	36780	1.65%	5730	18.5%	CIE FINANCIERE RICHEMO-A REG
SRFCHA	CH0124758522	1000	38640	38640	41540	41480	1.86%	2840	7.3%	UBS ETF SXI REAL ESTATE
					EUR
EXW1	DE0005933956	2400	132196	123563	156600	143812	6.44%	20249	16.4%	iShares EURO STOXX 50 UCITS ETF
IWDA	IE00B4L5Y983	8000	921092	835936	1006200	924034	41.36%	88098	10.5%	ISHARES CORE MSCI WORLD
DFND	IE000U9ODG19	5500	37963	35484	49088	45074	2.02%	9590	27.0%	iShares Global Aerospace & Defence UCITS ETF
WDEF	IE0002Y8CX98	1000	31736	29663	31925	29305	1.31%	-358	-1.2%	WT EUROPE DEFENCE UCITS ETF
RMS	FR0000052292	50	112400	104729	82025	75327	3.37%	-29402	-28.1%	HERMES INTL
SAP	DE0007164600	250	42630	38911	34870	32011	1.43%	-6900	-17.7%	SAP SE
ETL	FR0010221234	20000	36330	33952	50640	46500	2.08%	12549	37.0%	Eutelsat Communications
					USD
BTEC	IE00BYXG2H39	5000	19375	15228	49450	39708	1.78%	24480	160.8%	iShares Nasdaq US Biotechnology UCITS ETF
RBOT	IE00BYZK4552	2200	22278	17579	47036	37780	1.69%	20201	114.9%	iShares Automation & Robotics UCITS ETF
RENW	IE00BK5BCH80	2600	11515	8875	46582	37413	1.67%	28538	321.5%	L&G Clean Energy UCITS ETF
AIAI	IE00BK5BCD43	1100	6159	4547	43593	35015	1.57%	30468	670.1%	L&G Artificial Intelligence UCITS ETF
NDIA	IE00BZCQB185	6000	52504	42612	52980	42540	1.90%	-72	-0.2%	iShares MSCI India UCITS ETF USD Acc
DXJ	US97717W8516	400	50373	40298	69312	55677	2.49%	15379	38.2%	WISDOMTREE JAPAN HEDGED EQ
AMZN	US0231351067	250	51258	39315	60750	48799	2.18%	9484	24.1%	Amazon.com Inc.
AXP	US0258161092	200	65610	50773	70360	56519	2.53%	5747	11.3%	American Express Co.

Bought these about a year ago. They've grown considerably, so I rebalanced them somewhat.

Despite being listed at the LSEETF, the values are in USD.

IBKR Ticker	ISIN	Bought	Sold
BTEC	IE00BYXG2H39	8,000 @ 6.04	3,000 @ 9.635
RBOT	IE00BYZK4552	3,400 @ 14.158	1,200 @ 21.57
RENW	IE00BK5BCH80	4,600 @ 10.29	2,000 @ 17.914
AIAI	IE00BK5BCD43	2,100 @ 22.21	1,000 @ 40.48

Also sold all my MSFT and NVDA shares, but since they are not ETFs I omit the details here.

Now pondering where to insert the funds. But who am I kidding. Probably all into my MSCI World, I guess...

Just wanted to share my feel-good-moment :)

I have some (partially overlapping) sector bets, purchased about a year ago.

It so happens that they're all nicely positive.

At this point of time, would you cash in on the profits, or even sell all of them? (I do not need the cash, have 14.1% of the portfolio in cash already.)

ETF Ticker	ISIN	Portf Share	P/L CHF	P/L rel	Full Name
BTEC	IE00BYXG2H39	2.8%	23,554	61.0%	iShares Nasdaq US Biotechnology UCITS ETF
RBOT	IE00BYZK4552	2.7%	21,697	56.3%	iShares Automation & Robotics UCITS ETF
RENW	IE00BK5BCH80	3.0%	29,780	78.6%	L&G Clean Energy UCITS ETF
AIAI	IE00BK5BCD43	3.1%	30,916	82.9%	L&G Artificial Intelligence UCITS ETF

Nöd Krypto bitte.

Bi GoFundMe z.B. chame schiinbar säge, dass me nöd im öffentliche Spenderegister wett ufgführt werde, aber de Spende-Empfänger chunt din Name gliich mitteilt über. Wetti aber nöd.

Hintergrund:

Dä uf Bünzli gläse, und mer tänkt, wett en Batze drageh, en Hunderter oder so, viellicht mached anderi jo au mit.

Aber ebe: Machi nume wenn's (vo Spendersiite) komplett anonym goot :/

Ideeä?

It was an experiment, so I didn't take pics. I will recreate it soon and provide them then :)

I decorated the lot with some fresh spearmint leaves.

If you try: use thick watermelon wedges (2–3 cm thick) in order to hold their shape on the grill. Mine were slightly too thin.

Oh, let them get some grill marks: it adds to the "Oooh" experience.)

Let cool for a minute before adding the ice cream, for... reasons ;)

A light drizzle of honey, or maple syrup might add to the taste, didn't try either, just some afterthoughts.

I guess, most Germans are more than happy now to have the Euro instead of the D-Mark, but I would have enjoyed to compare the D-Mark with the Swiss Franc personally on a daily basis. And I guess such existed indeed, when anecdotes from ancestors are to be taken literally :)

>The German mark had a reputation as one of the world's most stable currencies; this was based on the monetary policy of the Bundesbank. The policy was "hard" in relation to the policies of certain other central banks in Europe. The "hard" and "soft" was in respect to the aims of inflation and political interference. This policy was the foundation of the European Central Bank's present policy towards the euro.

Anyway, the Swiss thousander still exists :)

https://preview.redd.it/kyn3p6eex1ah1.png?width=1920&format=png&auto=webp&s=9f00cf87af60a38da2e0e5d38a713744bcb8379d

It would really (really) be helpful and useful, if you would enable pics in comments (as is the case in at least 98% of all subs now).

We could compare stuff. "Better" notes, worse quality, different styles, etc.

Not assuming it, but in case: If you need assistance on how to turn the feature on, just ask, am a mod myself. It's just one tick ;)

Respectfully,

--G