Investing to become financially independent
Investing to become financially independent
The Price to Book Ratio (P/B) is a fundamental financial indicator that allows investors to evaluate a company's market value relative to its book value. This ratio is calculated by dividing the stock price by the book value per share. A P/B ratio below 1 may suggest undervaluation, while a high ratio may indicate potential overvaluation.
The Price to Book Ratio: definition, calculation and backtest Read More »
Find out how occupational pension provision (BVG) in Switzerland shapes your retirement. Explore the composition, management and performance of BVG portfolios.
Discover how to optimize Harry Browne's permanent portfolio to improve returns while controlling volatility with innovative investment strategies.
The Permanent Portfolio, conceived by Harry Browne in the 1970s, is an investment strategy designed to maintain long-term stability. This approach is based on a balanced asset allocation between four main categories: 25% in equities, 25% in long-term bonds, 25% in gold and 25% in cash. This allocation is designed to perform over different economic cycles.
The permanent portfolio: Harry Browne's strategy Read More »
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.
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.
The evolution of the 60/40 investment strategy in the face of new economic realities Read More »
Discover net margin, a key indicator for assessing the financial efficiency of companies and its impact on profitability and stock prices.
Understanding Net Margin: Definition, Importance, and Impact on Investments Read More »
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.
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