Investing to become financially independent
Investing to become financially independent
The investment portfolio's remarkable performance in the first half demonstrates solid profitability despite an overheated market, with a defensive approach bearing fruit. Dividends continue their encouraging progression, while the prudent payout ratio suggests attractive future growth potential.
Discover the excellent performance of the CHF portfolio that outperforms the market with remarkable dividend growth and impressive annual profitability since its launch. Against the backdrop of markets reaching all-time highs, the article analyzes the current challenges in finding quality stocks at good prices and shares valuable insights for dividend investors.
Despite the correction at the end of May, the portfolio's outstanding performance in the first half of the year showed remarkable profitability, even outperforming the SPI index. Dividends continue to rise steadily, while new investment opportunities are emerging in a market that remains globally overvalued.
The performance of the CHF portfolio was positive in 2012, reaching +10.17%, thanks to a strong first half. However, its defensive vocation translates into an annual return since launch of +7.76%, and a performance below that of the market during the bullish phases.
The performance of the CHF portfolio shows an impressive increase of +7,74% over the first six months of the year and even reaches +26,72% over twelve months. This excellent performance, boosted by the weakening of the Swiss franc against the dollar following the SNB decision, has enabled an annual profitability of +9% to be achieved since the launch in 2010.
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