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@Benif_ch "Portfolio update. Sold a little Nestl & Coca-Cola. Raised cash. $VWRL $BRK $BRKB $GOOGL $GOOG $META $V $DIS $NESN $NESN.SW $NSRGY $CFR $CFR.SW $CFRUY $KO $EVO $EVVTY $DEO $DGE $DGE.L $BF $BFA $BFB $CDI.PA $LVMH $EA $UHR $SWGAY"
@Benif_ch Avatar @Benif_ch on X 2024-09-04 13:39:25 UTC XXX followers, 6029 engagements

"Best illustration of the sequence of returns risk Ive found so far. Source is Blackrock"
@Benif_ch Avatar @Benif_ch on X 2025-07-27 08:06:55 UTC XXX followers, XXX engagements

"Updated portfolio. Bought Christian Dior & Philip Morris. Sold Starbucks & Anheuser-Busch InBev. $BRK $BRKB $GOOGL $GOOG $FB $META $V $DIS $NESN $NSRGY $CFR $KO $SCHN $EVO $DEO $DGE $EL $EA $ULVR $UL $CPR.MI $DVCMY $CL $BF $BFA $BFB $CDI.PA $LVMH $PM"
@Benif_ch Avatar @Benif_ch on X 2023-05-23 13:51:13 UTC XXX followers, 2591 engagements

"Portfolio update. Sold 1/2 of Meta and 1/3 of Alphabet. Bought more index and Nestl. $VWRL $BRK $BRKB $GOOGL $GOOG $META $V $DIS $NESN $NESN.SW $NSRGY $CFR $CFR.SW $CFRUY $KO $EVO $EVVTY $DEO $DGE $DGE.L $BF $BFA $BFB $CDI.PA $LVMH $EA $UHR $SWGAY"
@Benif_ch Avatar @Benif_ch on X 2024-08-14 17:18:27 UTC XXX followers, 6897 engagements

"Louis Vuitton will open a flagship store in the beautiful Grieder House Zurich (pictured right). It's owned by the Swatch Group. The property alone easily accounts for mid single digits of its market cap. In return Dior will move into the former LV store. $LVMH $MC.PA $SWGAY"
@Benif_ch Avatar @Benif_ch on X 2025-02-11 07:34:12 UTC XXX followers, 1085 engagements

"Portfolio update after changes on Monday. Reversed recent trades in Nestl & bonds. Bought more index. $VWRL $BRK $BRKB $GOOGL $GOOG $META $V $DIS $NESN $NESN.SW $NSRGY $CFR $CFR.SW $CFRUY $KO $EVO $EVVTY $DEO $DGE $DGE.L $BF $BFA $BFB $CDI.PA $LVMH $EA $UHR $SWGAY"
@Benif_ch Avatar @Benif_ch on X 2024-08-07 15:39:35 UTC XXX followers, 2098 engagements

"Bought more Nestl with cash. PE 20x ok. Rising debt for dividend not ok. May continue as a trap with big opportunity cost. But XX% of my portfolio is already in an equity ETF heavily weighted to US tech (probably rightly so). I just like to buy what nobody wants. $NSRGY $NESN"
@Benif_ch Avatar @Benif_ch on X 2025-07-24 08:55:00 UTC XXX followers, 1820 engagements

"$MCD is one of my biggest errors of omission. I looked at it when it was around USD XX. Now EPS are around USD XX. Go into a branch and you'll see how great the business model is. It appeals to all social classes and age groups. Kids know the golden arch by age X and love it"
@Benif_ch Avatar @Benif_ch on X 2025-07-26 07:17:21 UTC XXX followers, XXX engagements

"Portfolio update. Used some cash & Coca-Cola shares to buy Campari Group. $VWRL $BRK $BRKB $GOOGL $GOOG $META $V $DIS $NESN $NESN.SW $NSRGY $CFR $CFR.SW $CFRUY $KO $EVO $EVVTY $DEO $DGE $DGE.L $BF $BFA $BFB $CDI.PA $LVMH $EA $UHR $SWGAY $CPR $CPR.MI"
@Benif_ch Avatar @Benif_ch on X 2024-09-19 13:57:06 UTC XXX followers, 5912 engagements

"Portfolio update. I didn't expect the markets to recover this quickly. Sold index bought Nestl & hold some cash. $VWRL $BRK $BRKB $GOOGL $GOOG $META $V $DIS $NESN $NESN.SW $NSRGY $CFR $CFR.SW $CFRUY $KO $EVO $EVVTY $DEO $DGE $DGE.L $BF $BFA $BFB $CDI.PA $LVMH $EA $UHR $SWGAY"
@Benif_ch Avatar @Benif_ch on X 2024-08-21 08:09:13 UTC XXX followers, 6862 engagements

"@ValuePraya @Speedwell_LLC Matter of balance it cant be perfect. Everyone is like $RMS.PA $RACE Patek and AP are the only real luxury. But I still think its stupid that you have to buy a entry Ferrari in order to buy another one. Makes no sense. Same for Herms"
@Benif_ch Avatar @Benif_ch on X 2025-07-10 17:22:16 UTC XXX followers, XX engagements

"Bought more $BF (A shares) today. Nobody wants what nobody wants everybody wants what everybody wants. $DEO $DGE $DGE.L $RI.PA $PRNDY $BUD $RCO.PA $CPR.MI $BF.A $BF.B $BFA $BFB"
@Benif_ch Avatar @Benif_ch on X 2025-01-13 16:45:29 UTC XXX followers, 8063 engagements

"@dovcapital OK but $NSRGY or $RO has almost nothing in common with the $SPY (healtcare X% consumer staples 6%)"
@Benif_ch Avatar @Benif_ch on X 2025-07-22 13:41:02 UTC XXX followers, XXX engagements

"Took the decision today to buy more $LVMH (in the form of sell some more $BRK and increase the bond position with the proceeds"
@Benif_ch Avatar @Benif_ch on X 2025-07-17 08:58:44 UTC XXX followers, XXX engagements

"Another portfolio update. Sold 1/3 of Berkshire position. Bought more Alphabet Brown-Forman and index. $VWRL $BRK $BRKB $GOOGL $GOOG $META $V $DIS $NESN $NESN.SW $NSRGY $CFR $CFR.SW $CFRUY $KO $EVO $EVVTY $DEO $DGE $DGE.L $BF $BFA $BFB $CDI.PA $LVMH $EA $UHR $SWGAY"
@Benif_ch Avatar @Benif_ch on X 2024-04-19 13:06:01 UTC XXX followers, 4942 engagements

"Portfolio update. (+) Nestl (+) Brown-Forman (+) Cash (-) Index (-) Campari Group $VWRL $BRK $BRKB $GOOGL $GOOG $META $V $DIS $NESN $NESN.SW $NSRGY $CFR $CFR.SW $CFRUY $KO $EVO $EVVTY $DEO $DGE $DGE.L $BF $BFA $BFB $CDI.PA $LVMH $MC.PA $EA $UHR $SWGAY"
@Benif_ch Avatar @Benif_ch on X 2024-11-08 15:35:54 UTC XXX followers, 4382 engagements

"Fundsmith selling $BF after losing probably XX% and buying $EL.PA trading easily above 30x with the remaining funds. Yes Essilor is a very good business but everyone knows it & it's very expensive. Selling an American business for a French/Italian one could be in for a surprise"
@Benif_ch Avatar @Benif_ch on X 2025-07-01 17:58:10 UTC XXX followers, 4682 engagements

"It is one of the best business models in the world. Eyesight is the most important sense for most people. Lenses rest directly on the eye so everything must be perfect. They are practically a medical product that at the same time typically also enhances attractiveness"
@Benif_ch Avatar @Benif_ch on X 2025-07-01 18:09:54 UTC XXX followers, XXX engagements

"Updated portfolio. Sold some Christian Dior (LVMH). Doubled Evolution AB. $VWRL $BRK $BRKB $GOOGL $GOOG $META $V $DIS $NESN $NESN.SW $NSRGY $CFR $CFR.SW $CFRUY $KO $EVO $EVVTY $DEO $DGE $DGE.L $BF $BFA $BFB $CDI.PA $LVMH $EA $UHR.SW $SWGAY"
@Benif_ch Avatar @Benif_ch on X 2024-04-12 14:22:14 UTC XXX followers, 8655 engagements

"Here is the current portfolio after some changes in recent months. $VWRL $BRK $NESN $NSRGY $GOOGL $GOOG $META $V $KO $EVO $EVVTY $DEO $DGE $BF $BFA $BFB $CDI.PA $LVMH $MC.PA $CFR $CFRUY $RO $RHHBY $UHR $SWGAY $DIS"
@Benif_ch Avatar @Benif_ch on X 2025-04-29 15:32:15 UTC XXX followers, 5741 engagements

"Current portfolio. Biggest change is the bond position. I will increase this position over time. $VWRL $BRK $NESN $NSRGY $GOOGL $GOOG $META $V $KO $EVO $EVVTY $DEO $DGE $BF $BFA $BFB $CDI.PA $LVMH $MC.PA $CFR $CFRUY $RO $RHHBY $UHR $SWGAY $DIS"
@Benif_ch Avatar @Benif_ch on X 2025-07-26 07:42:42 UTC XXX followers, 2895 engagements

"Portfolio update. (+) Nestl (+) Diageo (-) Index $VWRL $BRK $BRKB $GOOGL $GOOG $META $V $DIS $NESN $NESN.SW $NSRGY $CFR $CFR.SW $CFRUY $KO $EVO $EVVTY $DEO $DGE $DGE.L $BF $BFA $BFB $CDI.PA $LVMH $MC.PA $EA $UHR $SWGAY"
@Benif_ch Avatar @Benif_ch on X 2024-11-30 13:34:21 UTC XXX followers, 3054 engagements

"Updated portfolio. Sold positions: - Philip Morris - Colgate Palmolive Bought more: -Christian Dior -Diageo -Brown-Forman $BRK $BRKB $GOOGL $GOOG $META $V $DIS $NESN $NSRGY $CFR $CFRUY $KO $SCHN $SCHN.SW $EVO $EVVTY $DEO $DGE $DGE.L $BF $BFA $BFB $CDI.PA $LVMH"
@Benif_ch Avatar @Benif_ch on X 2023-09-29 08:53:48 UTC XXX followers, 6990 engagements

"Contact lenses and glasses hold great individual value (consider makeup like $OR.PA or fashion like $LVMH). Better vision means better performance which translates into higher income and greater success"
@Benif_ch Avatar @Benif_ch on X 2025-07-01 18:10:02 UTC XXX followers, XXX engagements

"Portfolio update. Bought more Nestl (20x earnings) & short-term bonds. Sold some index. $VWRL $BRK $BRKB $GOOGL $GOOG $META $V $DIS $NESN $NESN.SW $NSRGY $CFR $CFR.SW $CFRUY $KO $EVO $EVVTY $DEO $DGE $DGE.L $BF $BFA $BFB $CDI.PA $LVMH $EA $UHR $SWGAY"
@Benif_ch Avatar @Benif_ch on X 2024-07-26 14:28:28 UTC XXX followers, 2577 engagements

"@JHeimeldinger The brands are great Omega Breguet and Blancpain. The brands could do much better in my view"
@Benif_ch Avatar @Benif_ch on X 2025-07-26 08:12:03 UTC XXX followers, XX engagements

"Updated portfolio. Sold Schindler (was 3-4% of portfolio). Bought more index with proceeds. $VWRL $BRK $BRKB $GOOGL $GOOG $META $V $DIS $NESN $NESN.SW $NSRGY $CFR $CFR.SW $CFRUY $KO $EVO $EVVTY $DEO $DGE $DGE.L $BF $BFA $BFB $CDI.PA $LVMH $EA $UHR.SW $SWGAY"
@Benif_ch Avatar @Benif_ch on X 2024-03-08 16:49:50 UTC XXX followers, 3772 engagements

"LVMH buybacks 2024. Over the last X years family Arnault bought LVMH stock in the amount of XXX billion at the average price of XXX. $LVMH $MC.PA $LVMUY $CDI.PA"
@Benif_ch Avatar @Benif_ch on X 2024-12-31 11:08:50 UTC XXX followers, 4965 engagements

"@ChrisZ_CH This diversified collection of businesses deserves roughly 20x over the long term imo. It never looks cheap and there always seem to be better options in particular through the rearview mirror. Its a good option as a part of a diversified portfolio imo"
@Benif_ch Avatar @Benif_ch on X 2025-07-25 08:25:26 UTC XXX followers, XX engagements