Investing to become financially independent
Investing to become financially independent
Financial markets present an interesting paradox in December, with the S&P reaching historic highs while the dollar collapses, particularly against the Swiss franc. A detailed analysis of the different investment strategies and portfolio performances reveals encouraging results, notably thanks to the surge in cryptocurrencies and controlled volatility.
Determinant portfolio: situation as of 01.01.2024 Read More »
The article critically analyses the social insurance system in Switzerland, highlighting its impacts on the middle class and its problematic functioning. It highlights in particular how the obligation to insure creates a massive influx of money that benefits insurance companies without necessarily encouraging innovation or improvement of services.
Health insurance premiums: who are we kidding? Read More »
Discover the latest optimizations of our portfolio allocation strategy, now focused on absolute momentum with a fixed asset weighting for better performance. The analysis shows that this new approach not only maintains a better Sharpe ratio than the market, but also significantly reduces portfolio volatility.
Determinant portfolio: situation as of 01.12.2023 Read More »
Markets fell sharply in October, marking a third consecutive month of declines comparable to the Covid-19 period. The Determinant Portfolio nevertheless maintains a slight lead over the MSCI Switzerland, with a better performance in terms of Sharpe ratio, while strategic changes are planned for early November.
Determinant portfolio: situation as of 01.11.2023 Read More »
The stock market is often compared to casino gambling, but is this analogy really justified? Find out why long-term stock market investing is a more reliable strategy for getting rich than gambling, despite the lure of quick casino wins.
Swiss financial markets experienced an unexpected rebound following the SNB’s decision to keep rates unchanged, leading to a significant easing of the Swiss franc against other currencies. The Determinant Portfolio has maintained a slightly better performance than the MSCI Switzerland since its launch, with lower volatility and a better Sharpe ratio.
Determinant portfolio: situation as of 01.10.2023 Read More »
Discover the detailed analysis of UBS’s performance following the acquisition of Credit Suisse, with an impressive net profit including a multi-billion dollar windfall. The article also examines trading strategies, including Auto Signal Trading and the performance of adaptive allocation ETFs, while providing an in-depth analysis of performance ratios and their long-term impact.
Determinant portfolio: situation as of 01.09.2023 Read More »
The Swiss franc continues its strong upward trend against major global currencies, setting all-time highs against the yen and the euro. The determinant portfolio posted positive performance, thanks in particular to the QVM strategy, despite a complex market environment marked by the strength of the Swiss franc.
Determinant portfolio: situation as of 01.08.2023 Read More »