Beyond Browne: PP 2.0 and 2.x
Discover how to optimize Harry Browne's permanent portfolio to improve returns while controlling volatility with innovative investment strategies.
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The permanent portfolio: Harry Browne's strategy
The Permanent Portfolio, conceived by Harry Browne in the 1970s, is an investment strategy designed to maintain long-term stability. This approach is based on a balanced asset allocation between four main categories: 25% in equities, 25% in long-term bonds, 25% in gold and 25% in cash. This allocation is designed to perform over different economic cycles.
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New strategy: Long/Short
Discover our new "Long/Short" portfolio strategy, incorporating bearish positions to optimize performance while reducing volatility.
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EBITDA/EV: finding stocks that beat the market
EBITDA/EV is a key financial ratio that relates a company's operating profitability (EBITDA) to its enterprise value (EV). This indicator enables investors to assess a company's ability to generate profits in relation to its total value, including debt and cash.
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The evolution of the 60/40 investment strategy in the face of new economic realities
The 60/40 investment strategy, long considered the gold standard for portfolio management, is facing new challenges in today’s financial environment. This traditional approach, which involves allocating 60/13T of assets to stocks and 40/13T to bonds, is evolving to meet the realities of the modern marketplace.
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Understanding Net Margin: Definition, Importance, and Impact on Investments
Discover net margin, a key indicator for assessing the financial efficiency of companies and its impact on profitability and stock prices.
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Determinant portfolio: situation as of 01.01.2025
Find out how the Determinant Portfolio stood out in 2024 with a performance of +20.3%, outperforming the MSCI Switzerland despite a slight decline in December.
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Smart real estate investing: understanding ETFs and listed funds to diversify your assets
Real estate ETFs provide diversified and transparent investment opportunities in the real estate sector. These exchange-traded funds track the performance of real estate indices, providing investors with market exposure without the constraints of direct asset management.