Investing to become financially independent
Investing to become financially independent
Asset allocation update: moving bonds to cash while other asset classes remain unchanged. The portfolio maintains its exposure to equities (70%), Swiss real estate (15%) and gold (5%), with a cash position of 10%.
Monthly Asset Allocation Read More »
Updated asset allocation for 2018 with a notable change in long bonds from cash to invested. The portfolio remains diversified with a split between bonds, gold, real estate and Swiss and international equities.
Monthly Asset Allocation Read More »
The year 2023 was marked by two major changes: the cessation of the site's paid services and a complete overhaul of the investment portfolio. Despite some setbacks, the diversification strategy has paid off with several stock market successes, particularly on the Japanese market, suggesting promising prospects for the year ahead.
Trends remain stable this month, with no notable changes to report. Discover our detailed analysis of the situation which remains unchanged compared to last month.
Monthly Asset Allocation Read More »
Discover the monthly report that shows complete stability of the indicators compared to the previous month. A detailed analysis that allows you to understand current trends and their implications.
Monthly Asset Allocation Read More »
Check out the latest updates to our asset allocation with few notable changes this month. The main change is the bond allocation which is now converted to cash.
Monthly asset analysis: notable changes in bond allocation Read More »
Discover the new composition of my investment portfolio after several weeks of reshuffling, with a significant portion of cash still to be invested. This update provides a detailed overview of current positions, including international equities and quality names, while explaining my conservative long-term allocation strategy.
Portfolio development: status of securities Read More »
Discover my monthly in-depth analysis on portfolio diversification, covering bonds, gold, real estate and equities from developed and emerging markets. I share my target tactical allocations and investment strategies between cash and invested positions, with a particular focus on ETFs and direct equities.
Monthly Asset Allocation Read More »
Français 
English 
Italiano 
Deutsch 
Español 
Português