Investing to become financially independent
Investing to become financially independent
The portfolio's disappointing performance has prompted us to refocus on our investment strategy of regular dividends, while maintaining a long-term view. In the face of current market volatility and a weak dollar, it is crucial to maintain a realistic and disciplined approach, staying true to our objective of investing in quality stocks.
A dark week for defensives and the dollar Read More »
The portfolio suffered a drop in profitability to -4.74% following the fall of CenturyLink, but maintained a solid performance in euros with a Sharpe ratio higher than the benchmark indices. Dividends continue to rise, and new stocks such as Novartis and Roche are now being monitored to diversify the portfolio.
Released by CenturyLink... Read More »
The week saw a slight increase in our portfolio despite a slight fall in the US dollar, with our first 2011 dividend distribution from ABT. Although the euro had a turbulent week, our Sharpe ratio remains higher than that of the CAC 40 thanks to better profitability and lower volatility.
Discover our analysis of our stock market performance, which is now outperforming expectations thanks to the dollar's leverage effect, with a significant increase compared with the end of 2010. Despite remaining in negative territory at -4.58%, this positive correction in the equity market and the dollar offers encouraging prospects for 2011.
Gain with leverage Read More »
The falling dollar had a major impact on our portfolio, which posted a negative performance despite holding up relatively well against the euro. The year ended with strategic adjustments, notably concerning Sunoco Logistics and Paychex, in a context of prudent risk and volatility management.
May 2011 bring you happiness and prosperity! Read More »
Our portfolio declined by -4.37% this week, despite a positive SMI of 0.19%, due to low stock volatility and the impact of the strong dollar. This performance is explained by our long-term, dividend-focused investment strategy, as well as by currency fluctuations, notably the strength of the Swiss franc against the dollar and the euro.
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 »
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 »
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