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Obermatt Managing Director Dr Hermann J. Stern discusses the performance of his own portfolio from 2015 to 2020 in this podcast.

In sports, measuring performance is relatively simple, because you measure what you see. But this is not the case when investing, because what you see is not proof. When we at Obermatt say that our ranks help you to be better than the market, we do not claim this based on our own figures, but based on extensive studies by third parties.

Investment losses depend on one’s perspective. In the long run, the risk of loss is lower. Obermatt's performance review of 2018 shows that long-term trends should not be blinded by short-term fluctuations. Due to international trade links, you should not forget foreign currency performance.

It’s the end of the year and therefore it’s time to evaluate Obermatt CEO Dr. Hermann J. Stern's past stock purchases. He invested USD 100,000 in each of the previous three years, so in total, his portfolios contain USD 300,000, almost all of which in stocks. However, his returns vary greatly depending on which currency he looks at.

When looking at his portfolio from his first year of investment, Dr. Hermann Stern is pleased that he has already accumulated 2,894 Swiss francs in new cash. What was the cause for this joyous surprise? Very simple: dividends.

Last week, Obermatt CEO Hermann J. Stern discussed how he began investing in 2015 and completed his first portfolio of 100,000 Francs in 2016. There were occasional and sometimes heavy losses, but there were also quite a few gains. On balance, the results are positive. There are good reasons for this, some of which he will explain today.