Investing to become financially independent
Investing to become financially independent
VAT, a global leader in vacuum valve manufacturing, stands out for its financial strength and growth potential, despite a recent slowdown in the semiconductor industry. With a strong balance sheet and impressive profitability, this Swiss company attracts investor attention, but requires risk tolerance given market volatility.
Analysis of VAT Group (VACN:SWX) Read More »
LEM, a leader in electrical measurement components, offers innovative products used in various industries worldwide, with a strong presence in the Asian market. With a market capitalization of several billion francs and growth prospects linked to automation and renewable energies, investing in LEM represents an opportunity not to be missed.
LEM (LEHN:SWX) Analysis Read More »
Dätwyler, a Uri-based listed industrial conglomerate, excels in the manufacturing of industrial components and sealing solutions, with Nespresso among its major customers. With a solid financial base and significant liquidity, the company is well positioned for future acquisitions, despite moderate growth and a conservative dividend yield.
Daetwyler Analysis (DAE:SWX) Read More »
Discover Wakachiku Construction Co Ltd, a Japanese construction company with a particularly attractive valuation with very low multiples and a generous dividend. The company displays remarkable financial strength with low debt and good profitability, suggesting a potential for a doubling of the price according to fundamental analysis.
Discover Bellway, the fourth largest UK property developer, which stands out for its financial strength and consistent turnover growth. With an attractive dividend yield and an attractive valuation, the company presents a promising investment opportunity in the UK property market.
Bellway (BWY:LSE) Analysis Read More »
The monthly asset allocation reveals notable changes, including a strong rise in Swiss equities with an impressive jump in the SMI. European markets also show an upward trend, while US equities maintain their positive momentum, although their prices seem disconnected from economic reality.
Monthly Asset Allocation Read More »
Discover the detailed analysis of a diversified investment portfolio that outperforms the Swiss SPI market with reduced volatility. The portfolio, composed of carefully selected international equities and spread across different asset classes, demonstrates a robust investment strategy with a particular focus on undervalued markets.
Performance for the first half of 2018 Read More »
The monthly asset allocation update reveals a marked downward trend, particularly in Swiss and European equities, prompting a major clean-up in portfolios. Faced with this instability, new investment strategies, particularly in Swiss real estate and equities, should be considered to optimize returns in times of volatility.
Analysis of monthly asset allocation: strategies for dealing with market volatility Read More »
Français 
English 
Italiano 
Deutsch 
Español 
Português