Investing to become financially independent
Investing to become financially independent
Tactical asset allocation reveals an unfavourable trend in the Swiss market, with the SPI index losing against its US counterpart, the S&P. While Japanese equities stand out as a strong investment opportunity, it is crucial to navigate cautiously in an environment marked by the overvaluation of long bonds.
Monthly Asset Allocation Analysis: Opportunities and Strategies in 2023 Read More »
Discover how Calvin Russell's music illustrates the dilemma of choosing your path in life, where each path, whether it leads to freedom or pain, is worth exploring. In a world where inaction can sometimes reveal the path to true financial independence, it is essential to reflect on our choices and their impact.
Discover the in-depth analysis of Sumiken Mitsui Road, a Japanese construction company that stands out for its attractive valuation and solid financial fundamentals. Despite a recent price increase, the company remains significantly undervalued with promising financial ratios and a potential for the price to double to reflect its true intrinsic value.
Sumiken Mitsui Road Co Ltd (1776:TYO) Analysis Read More »
Discover the true essence of frugality, much more than a simple notion of deprivation, but a choice that values the quality of life. Learn to appreciate each possession and use your time and money wisely to maximize your daily happiness.
The pleasures of frugality Read More »
I optimized my investment portfolio by diversifying my assets between the US and Japanese markets, while drawing inspiration from Browne's Permanent Portfolio and Mebane Faber's strategies. This approach, combined with a capital protection system with stop orders, has significantly improved performance while reducing risks.
A wallet in the wallet Read More »
The art of managing your stock market investments requires a strategic approach, especially in the face of price fluctuations that can sometimes be confusing. Discover the best practices for protecting your portfolio, from the judicious use of stop losses to the importance of regularly monitoring your positions, all while maintaining the psychological discipline essential for success in the stock market.
How to Respond to a Stock Drop: Winning Strategies for Investors Read More »
Meet Subaru Corporation, a major player in the Japanese automotive industry, which displays impressive strength with a healthy cash ratio and an attractive valuation. While the stock has multiplied its value by seven in ten years, it is one to watch closely for a possible investment.
Subaru Corp (7270:TYO) Analysis Read More »
In this article, I share my experience with Altria, an investment decision motivated by negative news, but which turned out to be a valuable lesson. Despite the warning signs and superficial analysis, I learned the importance of doing your homework before investing, to avoid unnecessary losses in the future.
Altria, one cigarette too many? Read More »
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