Investing to become financially independent
Investing to become financially independent
In this monthly asset allocation review, the analysis suggests reducing positions in European and Swiss equities, while emerging markets and Japan remain attractive. The outlook remains positive for US equities, although their valuation remains high, and Swiss real estate maintains its place as a fixed allocation in the portfolio.
In a volatile market environment, I have adjusted my tactical allocation strategy to optimize my portfolio. By exploring innovative approaches such as leveraged ETFs and moving average analysis, I am preparing myself to seize the best opportunities while minimizing risks.
Maximize Your Portfolio: Tactical Monthly Asset Allocation Strategies Read More »
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%.
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.
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.
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.
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 »
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