Investing to become financially independent
Investing to become financially independent
Rebalancing, a key portfolio management strategy, involves regularly rebalancing the weighting of different asset classes to maintain the desired allocation and reduce volatility. This mechanical approach not only limits the emotional impact on your investment decisions, but also optimizes your portfolio by selling outperforming assets and buying undervalued ones.
Discover why 'less is more' applies especially to stock investing and how to avoid the pitfalls of over-analysis. Learn the fundamentals of building a strong, sustainable stock portfolio, focusing on companies that offer must-have products and consistent dividends.
I'm an imperfect investor and that's perfect! Read More »
Swiss cantonal banks stand out for their conservative business model and generous dividends, offering remarkable stability compared to large banks such as CS and UBS. A detailed analysis of the outlook and investment recommendations for various cantonal banks, taking into account future challenges such as the rental value reform.
Review of dividend increases of cantonal banks in 2019 Read More »
Discover Romande Energie, a major energy player in Switzerland resulting from the merger of two historical companies. With an attractive valuation, this company could represent an interesting investment opportunity despite some recent financial challenges.
Analysis of Romande Energie (HREN:SWX) Read More »
Discover an innovative strategy to achieve financial independence, combining dividend income and wise use of capital. This article explores how to plan for early retirement and live off your investments, while maintaining a rewarding part-time activity during the transition to total financial freedom.
Living off your income or consuming your capital – presentation of possible scenarios Read More »
Discover the incredible rise of Geberit, a Swiss pioneer in sanitary equipment, from its beginnings in plumbing to its current status as an international innovator. With a recent strategic acquisition of Sanitec, Geberit combines exceptional quality with promising growth prospects, making the company a wise investment choice.
Geberit (GEBN:VTX) Analysis Read More »
Discover Lucerne Cantonal Bank (LUKB), a solid financial institution with around 1,000 employees that stands out as the second largest listed cantonal bank in Switzerland. With an impressive stock market performance and a conservative business model, LUKB offers an attractive investment opportunity despite a valuation slightly above its historical average.
Analysis of Lucerne Cantonal Bank (LUKN:SWX) Read More »
How to optimize the management of your 2nd pillar in the face of increasing restrictions on capital withdrawals? Discover an effective strategy to maximize your pension assets, including vested benefits account options and the associated tax benefits.
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