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Determinant portfolio: situation as of 01.10.2024
The determining portfolio posted an excellent performance of +1.2% in September, significantly outperforming the MSCI Switzerland which fell by -1.7%. Since the beginning of the year, the performance reached +14.8% in CHF, demonstrating efficient management with controlled volatility and a Sharpe ratio above the market.
Determinant portfolio: situation as of 01.10.2024 Read More »
On a long “vacation” for three years already: results
After three years of financial independence, I share my experience of post-employment life, based on my rental income and a sideline. My daily life now revolves around my family and my passions, proving that it is possible to flourish outside the traditional framework of employment.
On a long “vacation” for three years already: results Read More »
Determinant portfolio: situation as of 01.09.2024
The Determinant Portfolio closed August at 0% despite a turbulent month, with an annual performance of 13.6%, outperforming the MSCI Switzerland. Discover the detailed performance analysis, including the comparison with the S&P 500 and the Sharpe ratio, as well as the adjustments planned for September.
Determinant portfolio: situation as of 01.09.2024 Read More »
Key portfolio: situation at 01.08.2024
The Determinant Portfolio posted a strong performance in July with a gain of 2.5%, bringing its annual return to 13.7% in CHF and outperforming the Swiss market. Despite the fall of the dollar, the portfolio maintains remarkably low volatility and an excellent Sharpe ratio, demonstrating its robustness in current market conditions.
Determinant portfolio: situation as of 01.06.2024
The Determinant Portfolio closed April with an excellent gain, surpassing profitability expectations despite slightly underperforming the MSCI Switzerland Index. The various investment strategies show promising results, with a particularly favourable Sharpe ratio and well-controlled volatility, demonstrating effective portfolio management since its launch.
Determinant portfolio: situation as of 01.06.2024 Read More »
Determinant portfolio: situation as of 01.05.2024
The Determinant Portfolio posted a performance of -2.8% in April 2023, slightly outperforming its MSCI Switzerland benchmark (-3.2%), while maintaining an excellent annual performance of 8.8% in CHF. The Trading Auto Signal and Tactical Asset Allocation strategies particularly excel, while volatility remains remarkably controlled, delivering a Sharpe ratio above the market.
Determinant portfolio: situation as of 01.05.2024 Read More »
Determinant portfolio: situation as of 01.04.2024
Discover the detailed analysis of the monthly performance of the determining portfolio compared to the MSCI Switzerland index, with a particular focus on the Quality Value Momentum, Blue Chips Trading, and Tactical Asset Allocation strategies. Despite a slight underperformance compared to the Swiss market this month, the portfolio maintains an excellent Sharpe ratio and a consistent lead over the long term.
Determinant portfolio: situation as of 01.04.2024 Read More »
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