Investing to become financially independent
Investing to become financially independent
Our investment portfolio continues to grow, posting -2.76% since February 3, in parallel with the Swiss market, which reached -0.23%. The defensive strategy focusing on international companies is proving its worth, particularly in the face of dollar fluctuations, with controlled volatility of 12.32% versus 17.60% for the SMI.
Progress despite weak dollar Read More »
In addition to keeping consumers warm with its flagship North Face brand, VF Corp (NYSE: VFC) also warms investors' wallets with an attractive yield of 3.3%. Despite notable volatility, the company boasts 37 consecutive years of dividend increases and a conservative payout ratio of 46.13%.
VF Corp (NYSE: VFC): Winter comfort and resilient dividends make for a strong portfolio Read More »
The portfolio posted a decline of -3.04% last week, compared with -0.52% for the SMI, despite CenturyLink's (CTL) excellent performance. Although our defensive positions tend to underperform during bullish market corrections, the portfolio's volatility remains under control at 12.29%, well below that of the SMI at 17.59%.
Thank you CenturyLink! Read More »
Our investment strategy favors low-volatility equities, focusing on dividend yields rather than stock market fluctuations. To optimize diversification and reduce risk, we also recommend mixed funds (equities and bonds) as well as real estate funds denominated in CHF and EUR.
Diversify to reduce volatility Read More »
To become a true capitalist, you must first learn to save part of your salary before you can invest. The key is to pay yourself first by automatically setting aside 10 to 20% of your income, a simple but effective strategy for building your investment capital.
Our portfolio's performance improved significantly relative to the SMI, with the spread narrowing to -2.21% from -1.71%, boosted in particular by ADP's excellent performance on the Nasdaq. Controlled volatility and an improved Sharpe ratio testify to optimized risk management, despite the negative impact of dollar fluctuations.
Portfolio at December 4, 2010 Read More »
Despite the recent market downturn, our portfolio has maintained a relatively stable performance thanks to its defensive positions and the favorable evolution of the dollar. Volatility remains under control at 12.32% versus 17.57% for the SMI, while McDonald's continues to outperform the S&P 500 despite increased volatility.