Our portfolio is getting closer and closer to the SMI (-2.21% against -1.71%) thanks to a good performance of the selected stocks and despite a fall in the dollar. In particular, we should note the very good performance ofADP (Nasdaq) which is catching up with the S&P 500 since September. With volatility maintained at a level well below the market, the Sharpe ratio is also approaching the SMI (-0.26% vs. -0.15%).
Related to this topic, here are some resources that might interest you: Interested in financial markets? Find out more at the SMI index (Swiss Market Index), the main reference of the Swiss stock market. To deepen your knowledge in portfolio management, the article on the Sharpe ratio will explain how to measure the risk-adjusted performance of an investment. Finally, if the question of volatility in finance intrigues you, this article will allow you to better understand this fundamental concept in the analysis of financial markets.
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