# 46.000 CHF VERLUST – und ich investiere trotzdem weiter?!

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Text version: https://stenobird.com/podcast/finanzrudel-audio-experience-981786/46-000-chf-verlust-und-ich-investiere-trotzdem-weiter.md
Podcast: [Finanzrudel Audio Experience](https://stenobird.com/podcast/finanzrudel-audio-experience-981786)
Published: 2026-04-09T07:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/sparkojote/episodes/46-000-CHF-VERLUST--und-ich-investiere-trotzdem-weiter-e3hg6c2
Audio file: https://anchor.fm/s/7361a2c4/podcast/play/118019906/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-6%2Fbd014647-992a-fc71-a1a4-7f3536db5c76.mp3
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JSON: https://stenobird.com/v1/public/podcasts/finanzrudel-audio-experience-981786/episodes/46-000-chf-verlust-und-ich-investiere-trotzdem-weiter
Duration seconds: 986

## Resource

A transparent look at managing a significant portfolio drawdown and the psychological discipline required to continue investing. The episode explores why market volatility and temporary losses are essential precursors to long-term wealth accumulation.

## Highlights
- Main idea: Market volatility and temporary paper losses are natural components of a long-term investment lifecycle
- Practical takeaway: Use periods of underperformance to aggressively expand positions in undervalued assets like Nintendo and Swissquote
- Failure mode: Emotional reacting to short-term fluctuations can prevent investors from capturing the benefits of market recoveries
- Main idea: Diversification across non-correlated assets, such as private equity and collectibles, can provide stability when equities struggle
- Practical takeaway: Focus on the total invested capital rather than just the current market value to maintain a long-term perspective

## Topics

Personal Finance, Portfolio Management, Stock Market Volatility, Asset Allocation, Long-term Investing, Wealth Building, Entrepreneurship, Investment Strategy

## Chapters
- 1:00 — The Psychology of Loss: Analyzing the impact of a 46,000 CHF loss and why increasing investments during downturns is a key driver of long-term success.
- 2:10 — Portfolio Performance Review: A transparent breakdown of current underperformance relative to benchmarks like the Vanguard FTSE All-World.
- 3:20 — Strategic Reinvestment: Details on why the current market phase is being used to expand holdings in specific stocks like Nintendo.
- 5:40 — Understanding Net Drawdowns: A deep dive into the math of portfolio declines and the reality of seeing significant capital decreases in a single month.
- 9:10 — The Value of Market Volatility: Why starting to invest during high-volatility phases prepares investors for the eventual harvest of market upswings.
- 11:30 — Diversification Beyond Stocks: Exploring how collectibles and private equity serve as non-correlated assets during equity market downturns.
- 15:00 — Commitment to the Strategy: A pledge to maintain a consistent investment course regardless of future portfolio fluctuations.

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## Transcript

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