Investing to become financially independent
Investing to become financially independent
I am sharing my recent portfolio adjustments and investment strategy in the face of a currently highly valued market. In an effort to be prudent, I have diversified my positions into less popular but potentially more resilient stocks, while maintaining my commitment to providing free and reasonable investment advice to my readers.
Investment Strategies: Adjusting My Portfolio in Times of Volatility Read More »
An investor shares his annual stock portfolio review and dividend strategy, with attractive performance despite reduced volatility compared to the S&P. He also discusses his goal of financial independence and thanks his readers while hoping for a market correction to seize new investment opportunities.
The performance analysis of the CHF portfolio reveals an effective defensive strategy, particularly visible during Brexit where dividend-paying stocks held up better than the market. Investments in defensive sectors (food, healthcare, household) as well as hedging strategies have enabled steady progress towards financial independence, with a notable increase in dividends received compared to the previous year.
Performance for the first half of 2016 Read More »
The performance of the CHF portfolio shows stable dividend growth despite market challenges, including the impact of the SNB’s rate floor abandonment and the volatility of energy stocks. A promising new investment strategy is being developed, aimed at optimising profitability while reducing risks for the site’s members.
Discover the half-year performance of a portfolio focused on growing dividends, impacted by the abandonment of the SNB floor rate and the fall of the dollar against the CHF. Despite a lacklustre performance relative to the SPI, the portfolio continues its progress towards financial independence, with steady growth in dividend income.
1st half 2015 performance Read More »
The portfolio's impressive results in 2014 show a performance of +23,92% in CHF, outperforming the Swiss Performance Index with a sustained dividend growth of 10,35% per year. The yield on purchase cost reached 3,45%, while the dividendes.ch website continues its growth with more than 44,000 monthly page views and a growing community.
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.
Performance for the first half of 2014 Read More »
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.
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