Performance 2018

A captivating retrospective of the stock market year with its ups and downs, where the author shares his experience of portfolio management in the face of market volatility. The text also explores his defensive investment strategy and his journey to financial independence, combining stocks and real estate.

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Monthly Asset Allocation Strategies: Navigating a Down Market and Optimizing Your Portfolio

The equity market trends update reveals a worrying direction, with equity valuations falling in the US and Switzerland. In this context, gold stands out as an attractive safe haven, offering interesting opportunities to adjust one’s portfolio in the face of current volatility.

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Analysis of Lucerne Cantonal Bank (LUKN:SWX)

Discover Lucerne Cantonal Bank (LUKB), a solid financial institution with around 1,000 employees that stands out as the second largest listed cantonal bank in Switzerland. With an impressive stock market performance and a conservative business model, LUKB offers an attractive investment opportunity despite a valuation slightly above its historical average.

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Diary of a future rentier (61)

This post is part 60 of 86 in the series Diary of a future rentier

In this personal testimony, an investor shares his experience and strategy in the face of the current turbulence in the stock markets, which he had anticipated this time, unlike in previous crises. He explains how he adapted his portfolio accordingly and remains optimistic about his goal of becoming a rentier, despite a horizon that could move further away depending on how the markets evolve.

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