Investing to become financially independent
Investing to become financially independent
The Swiss market experienced marked fluctuations in February, oscillating between euphoria and depression, while our portfolio was more resilient. Stay tuned to discover our latest strategies and their potential impact starting next month!
Key portfolio: situation at 01.03.2023 Read More »
Learn how the January Effect influences investment decisions, prompting investors to take a more optimistic approach at the start of the year. As the market fluctuates, it’s essential to test theoretical strategies against reality to minimize risk and maximize returns.
Determinant portfolio: situation as of 01.02.2023 Read More »
Discover innovative strategies for increasing your income by focusing on high-dividend companies while maximizing returns. Explore how to evaluate these companies using key indicators, and learn how to anticipate decisions to optimize your investments.
Increase your income Read More »
In a freezing January, the contrast between the soothing silence and the noises of everyday life is revealed, inviting reflection on the Rat Race. Evoking a journey towards dreams realized, this immersive poetry celebrates the inner peace that hides behind external disorders.
Hibernate in Peace Read More »
Discover the essential strategies for investing your money wisely, while minimizing risk and maximizing your opportunities for profit. This article guides you through the different investment options, from real estate to cryptocurrencies, to secure your financial future.
A complete guide to investing your money: strategies, benefits and risks to consider Read More »
The market was volatile in December, testing the resilience of the portfolio, which, thanks to a tactical allocation, outperformed the MSCI Switzerland index despite a difficult year. As new strategies are tested with promising results, the investor remains hopeful for the year ahead.
The US tax authorities will impose a new 10% withholding tax on sales of listed partnerships (PTPs) for foreign investors as early as January 2024. This measure will impact not only energy companies but also many commodity and currency-linked ETFs, requiring a prudent review of investment portfolios.
Tax withholdings on partnerships listed on the US stock exchange from 01.01.2023 Read More »
Learn how the market’s technical rebound in October benefited the Swiss Performance Index, as our strategy aims to reduce volatility while maximizing returns. By re-evaluating large-cap stocks, we guide you toward an optimized allocation, ready to meet the challenges of the current year.
Determinant portfolio: situation as of 01.12.2022 Read More »