Obermatt stock portfolio
We do not only recommend stocks, we also buy them!

Obermatt CEO Dr. Hermann J. Stern is saving for his retirement by investing in stocks, which he found in the Obermatt Top 10 stock lists. You can track his stock purchases on YouTube every week. 100,000 francs are invested in 20 companies per investment season. The latest balance sheet of stock purchases can be found here:

Performance Obermatt Aktienportfolios

Obermatt's investment principles for successful stock investment are simple

For his investments, Stern uses Obermatt's principles as described in the Obermatt Investing Handbook:

  1. Buy shares on a regular basis, invest only 5% of the total value per purchase, i.e. for a total portfolio value of CHF 100,000 invest CHF 5,000 per share. By the end of the season Stern shares in 20 companies.

  2. Distribute the investment across different regions and sectors to minimize the risk.

  3. Primarily buy shares of large scale companies, because many of these companies’ executives make sure that the company is successful.

You can do it yourself!

To help you learn how to build your own portfolio, we will show you all the decisions we’ve made on YouTube and provide you with the bank statements:

Shares purchased so far

First Season

Second Season

Third Season

What you need to do to build your own stock portfolio

In simple steps we'll show you how to invest in stocks yourself. Under the benefits-section you can read about why you should invest using Obermatt's stock analysis.

  1. Open an account at a discount brokerage and transfer your money. Brokerage comparison: Switzerland, Germany, UK, USA.

  2. Subscribe to our free Obermatt Stock Update and read the Obermatt Investing Handbook for more information.

  3. You will now receive weekly Top 10 Stocks with your Obermatt Stock Update, if they have been published for a market you selected. You can study the stock more closely at Obermatt, google for further information and visit the website of the company before you buy it with your discount broker.

  4. To search for stocks or to sort stocks according to different criteria, use the Obermatt database that premium customers receive weekly with the Obermatt Stock Update email as CSV file. You can open the file with Google Sheets, Numbers, LibreOffice or Excel.* The Obermatt database file contains all information that Obermatt calculates.

  5. Maintain and track your stock portfolio. The easiest way is to enter all of your stocks into a Google Sheet and input the Obermatt database. Now you will have and know the most recent rankings of your stocks. In order to decide whether to buy or sell a stock, you can easily set up investment parameters or price thresholds.

*: For Excel, use "file", "import", "CSV file", "Unicode (UTF-8)".

Subscribe the Obermatt Stock Update

How good were the Obermatt Top 10 Lists in the past?

Each year we compare the Obermatt Top 10 stock returns with their stock indexes. Until now the Obermatt Top 10 lists outperformed the respective stock indexes the majority of the time:

Obermatt Top 10 Stock Performance 2016

"In 2016, the Obermatt value investment strategy was ranked the best. The Value Top 10 stock lists of the 56 index markets covered by Obermatt had an average return of 8.6%, based on the respective benchmark indexes."

Obermatt Top 10 Stock Performance 2015

"The Obermatt Top 10 stocks were better than all the indexes in 2015. On average and across all 51 markets worldwide, Top 10 stocks outperformed the indexes by almost 4%."

Obermatt Top 10 Stock Performance 2014

"We have analyzed the performance of the Obermatt Top 10 stocks for 2014 and we are happy with the result. In 2 out of 3 stock markets, you were better off purchasing the Obermatt Top 10 stocks than with an index fund."

How good are Obermatt Top 30 stocks?

Ten stocks are too few for a broad-based portfolio (diversification). For this reason, we have examined how the best thirty stocks have performed for eighteen markets since the publication of the Obermatt ranks in 2014.

When measured over four years and eighteen markets, the best 30 stocks according to the Obermatt method have a higher return of between 4.4% and 6.0% per year compared to the corresponding benchmark indices. More importantly, the Obermatt Top 30 were better than the index in 72% to 79% of all cases. In almost four out of five years, the Obermatt ranks are better than using an index fund. The whole report is available online as a PDF, all data can be obtained as a spreadsheet from Obermatt upon request.