Investing to become financially independent
Investing to become financially independent
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.
Determining portfolio: changes from 01.08.2022 Read More »
Discover the results of the first half of 2022, where our portfolio (-3%) outperformed the Swiss Performance Index showing -17%. Thanks to strategic investments in commodities and other resilient values, we have managed to face difficult economic conditions.
1st half 2022 performance Read More »
Discover the results of a stock market year in which my portfolio was largely outpaced by the S&P and SPI indices, despite encouraging dividends. In this context of a boosted bull market and a US technology bubble, I share my thoughts on the importance of a geographical balance in investments and my outlook for the year ahead.
Discover why the stock market continues to defy expectations and explore strategies to prepare your portfolio for an inevitable correction. Learn how to navigate high valuations and investment opportunities to avoid the pitfalls of an overheated market.
Discover the results of an eventful 2020, marked by the collapse and then the rebound of the markets, the confinement and the upheavals of our daily lives. A personal reflection on financial independence and stock market investment strategies in a context of high volatility.
2020: A year of economic challenges and new financial opportunities Read More »
Escaped from the media frenzy since the beginning of the year, discover how financial markets have weathered the turbulence, despite extreme valuations. Explore future challenges and opportunities in an era of global economic uncertainty, including the lasting impacts of the China virus.
2021 Stock Market Review: A Record Year Despite a Difficult Start. Thanks to a diversified strategy including real estate, bonds, cash and gold, gains were made while maintaining reduced volatility.