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[@Benif_ch](/creator/twitter/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](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1831326203078218076) 2024-09-04 13:39:25 UTC XXX followers, 6024 engagements


"Last portfolio change for 2024. (+) Nestl (+) Coca-Cola (-) 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](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1869132191831339300) 2024-12-17 21:26:55 UTC XXX followers, 7103 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](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1661006872256872448) 2023-05-23 13:51:13 UTC XXX followers, 2589 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](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1889216351153406308) 2025-02-11 07:34:12 UTC XXX followers, 1069 engagements


"@Zolos I wonder if his view of $TFF.PA has changed in the meantime. Was on a top in 2018"  
![@Benif_ch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1939676792433901846) 2025-06-30 13:25:59 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](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1836766470119764319) 2024-09-19 13:57:06 UTC XXX followers, 5900 engagements


"Portfolio update. Bought more Diageo. Also building a short-term bond position which should grow slowly over time. $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](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1798363137416282209) 2024-06-05 14:35:58 UTC XXX followers, 8801 engagements


"@lindy_bindy Would love that to be true but unfortunately the families collectively got rid of enough B-shares between XX April 2023 and 2024 (source 10-Ks p. 4) to lose majority of economic ownership. Lots of reasons to sell shares of course but not a vote of confidence imho"  
![@Benif_ch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1947727846962577888) 2025-07-22 18:38:00 UTC XXX followers, XX engagements


"@ReturnsJourney @ptkaldo No view. My circle is limited to $KO $BUD $DEO $BF and $CPR.MI. What about you"  
![@Benif_ch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1940501591855190376) 2025-07-02 20:03:26 UTC XXX followers, XXX 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](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1878845836647649651) 2025-01-13 16:45:29 UTC XXX followers, 8059 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](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1945770132371861804) 2025-07-17 08:58:44 UTC XXX followers, XXX 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](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1854910724734062626) 2024-11-08 15:35:54 UTC XXX followers, 4376 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](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1940107677184479254) 2025-07-01 17:58:10 UTC XXX followers, 4604 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](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1940110631870607858) 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](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1778790736571297808) 2024-04-12 14:22:14 UTC XXX followers, 8642 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](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1917240522793459999) 2025-04-29 15:32:15 UTC XXX followers, 5590 engagements


"@SteigerwaldValu @ReturnsJourney I dont know the number for $LVMH but I understand Richemont $CFRUY is ca. XX% Cartier. @Retail_Guru"  
![@Benif_ch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1946507958138839396) 2025-07-19 09:50:36 UTC XXX followers, XXX 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](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1862852669280317579) 2024-11-30 13:34:21 UTC XXX followers, 3052 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](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1940110666205208796) 2025-07-01 18:10:02 UTC XXX followers, XXX 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](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1766144306145009697) 2024-03-08 16:49:50 UTC XXX followers, 3762 engagements


"Narrative may just follow price. See period between 2013-2023. In 2023 B. Arnault was the boss. Diversification does not mean that there is a lack of a clear strategy. Note that a single Herms champagne flute costs $XXX - not sure this is sustainable. $RMS.PA $LVMH"  
![@Benif_ch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1943905578142642503) 2025-07-12 05:29:40 UTC XXX followers, 1082 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](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1874050075774902642) 2024-12-31 11:08:50 UTC XXX followers, 4964 engagements


"After the latest quarterly earnings is before the next quarterly earnings. The Arnault family has started buying $LMVH stock again: XXXX mn. on XX October 2024"  
![@Benif_ch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1427889491960860672.png) [@Benif_ch](/creator/x/Benif_ch) on [X](/post/tweet/1849094253202329835) 2024-10-23 14:23:19 UTC XXX followers, 1856 engagements