Investing to become financially independent
Investing to become financially independent
Discover a balanced asset allocation strategy with 70% in stocks, 20% in real assets and 10% in bonds, suitable for long-term investment. This allocation, based on the historical performance of the different assets, can be adjusted according to your risk tolerance and market conditions.
How to diversify your portfolio to protect yourself from market risks? (14/20) Read More »
Discover the different alternative investment strategies, including the hedge fund approach and their short and long position techniques. An in-depth analysis of investment options for individuals and institutions, with a focus on the search for absolute profitability regardless of market developments.
How to diversify your portfolio to protect yourself from market risks? (13/20) Read More »
Real estate represents a unique asset class, offering a risk-return profile intermediate between bonds and equities, as demonstrated by the SXI REAL ESTATE FUNDS index. Discover how to effectively integrate real estate investment into your portfolio, whether through funds such as CS REF INTERSWISS or the SRFCHA tracker, while maintaining a balanced allocation between your different assets.
How to diversify your portfolio to protect yourself from market risks? (12/20) Read More »
Real estate, often compared to gold as a tangible asset, offers an interesting diversification in an investment portfolio despite its potential risks. Unlike gold, real estate generates regular income and offers protection against inflation, although it is important to remain vigilant against possible speculative bubbles, particularly in Switzerland where the market has experienced a significant boom.
How to diversify your portfolio to protect yourself from market risks? (11/20) Read More »
In a context of expansionary monetary policies and uncertain markets, gold presents itself as an attractive safe haven compared to overvalued stocks and risky bonds. Discover why a small gold position in your portfolio can serve as both a hedge and a measuring stick for your investments.
How to diversify your portfolio to protect yourself from market risks? (10/20) Read More »
Gold, often considered a controversial investment, produces nothing but remains an uncorrelated asset that can protect a portfolio in times of crisis. Find out why, despite its limitations, this precious metal can have its place in a diversified investment strategy.
How to diversify your portfolio to protect yourself from market risks? (9/20) Read More »
Equities and bonds are essential components of a balanced asset allocation, with Graham's classic distribution ranging from 25% to 75% for each class. In the face of inflation and current market conditions, it is crucial to arbitrate intelligently between these two types of investment, while potentially favoring quality equities or ETFs to optimize one's portfolio.
How to diversify your portfolio to avoid market risks (8/20) Read More »
Long bonds, while more volatile than short ones, offer an interesting inverse correlation with equities in an investment portfolio. Find out how to optimize your investment strategy with a balanced mix of equities and bonds, while understanding the risks and opportunities specific to the Swiss market.
How to diversify your portfolio to avoid market risks (7/20) Read More »
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