Investing to become financially independent
Investing to become financially independent
The Swiss market experienced marked fluctuations in February, oscillating between euphoria and depression, while our portfolio was more resilient. Stay tuned to discover our latest strategies and their potential impact starting next month!
Learn how the January Effect influences investment decisions, prompting investors to take a more optimistic approach at the start of the year. As the market fluctuates, it’s essential to test theoretical strategies against reality to minimize risk and maximize returns.
Determinant portfolio: situation as of 01.02.2023 Read More »
The market was volatile in December, testing the resilience of the portfolio, which, thanks to a tactical allocation, outperformed the MSCI Switzerland index despite a difficult year. As new strategies are tested with promising results, the investor remains hopeful for the year ahead.
Learn how the market’s technical rebound in October benefited the Swiss Performance Index, as our strategy aims to reduce volatility while maximizing returns. By re-evaluating large-cap stocks, we guide you toward an optimized allocation, ready to meet the challenges of the current year.
Determinant portfolio: situation as of 01.12.2022 Read More »
In October, the stock market experienced a technical rebound, despite mixed performances from some portfolio positions. Learn how the introduction of new assets, particularly the dollar, can provide opportunities for profitability in an uncertain economic environment.
Determinant portfolio: situation as of 01.11.2022 Read More »
The decisive portfolio maintained its resilience in the face of September's market turbulence, marked by rising US rates and the partial mobilization in Russia. In an uncertain economic and geopolitical context, characterized by galloping inflation and international tensions, diversification of investment approaches is becoming more crucial than ever to optimize performance while minimizing risk.
Determinant portfolio: situation as of 01.10.2022 Read More »
The Determinant Portfolio maintains its resilience despite a turbulent market, posting encouraging performance relative to the MSCI Switzerland Index. This analysis explores August’s developments, particularly in US Corporate High Yield bonds, while announcing some interesting potential changes for the months ahead.
Determinant portfolio: situation as of 01.09.2022 Read More »
In a process of continuous optimization, discover the strategic changes made to the investment portfolio, particularly concerning real estate and trading on the Nasdaq. The detailed analysis of the momentum and outlook on cryptocurrencies, in particular Bitcoin and Ethereum, offers a clear vision to approach the second half of the year with confidence.
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