New strategy: Long/Short
Discover our new "Long/Short" portfolio strategy, incorporating bearish positions to optimize performance while reducing volatility.
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EBITDA/EV: finding stocks that beat the market
EBITDA/EV is a key financial ratio that relates a company's operating profitability (EBITDA) to its enterprise value (EV). This indicator enables investors to assess a company's ability to generate profits in relation to its total value, including debt and cash.
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The evolution of the 60/40 investment strategy in the face of new economic realities
The 60/40 investment strategy, long considered the gold standard for portfolio management, is facing new challenges in today’s financial environment. This traditional approach, which involves allocating 60/13T of assets to stocks and 40/13T to bonds, is evolving to meet the realities of the modern marketplace.
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Understanding Net Margin: Definition, Importance, and Impact on Investments
Discover net margin, a key indicator for assessing the financial efficiency of companies and its impact on profitability and stock prices.
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Determinant portfolio: situation as of 01.01.2025
Find out how the Determinant Portfolio stood out in 2024 with a performance of +20.3%, outperforming the MSCI Switzerland despite a slight decline in December.
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Smart real estate investing: understanding ETFs and listed funds to diversify your assets
Real estate ETFs provide diversified and transparent investment opportunities in the real estate sector. These exchange-traded funds track the performance of real estate indices, providing investors with market exposure without the constraints of direct asset management.
Gross margin: key indicator for FR-CH? actions
Gross margin remains an essential indicator for assessing the financial performance of Franco-Swiss shares, reflecting the profitability of listed companies.
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Portfolio Redesign: Micro Caps, Blue Chips Strategies and Real Estate Opportunities in Switzerland
Discover the latest developments in my investment strategies, including adjustments to Micro Caps, Blue Chips and Real Estate, and how to optimize your portfolio.