Investing to become financially independent
Investing to become financially independent
Discover the essential strategies for investing your money wisely, while minimizing risk and maximizing your opportunities for profit. This article guides you through the different investment options, from real estate to cryptocurrencies, to secure your financial future.
Investing your money: what solutions? Read More »
The market was volatile in December, testing the resilience of the portfolio, which, thanks to a tactical allocation, outperformed the MSCI Switzerland index despite a difficult year. As new strategies are tested with promising results, the investor remains hopeful for the year ahead.
The US tax authorities will impose a new 10% withholding tax on sales of listed partnerships (PTPs) for foreign investors as early as January 2024. This measure will impact not only energy companies but also many commodity and currency-linked ETFs, requiring a prudent review of investment portfolios.
Tax withholdings on partnerships listed on the US stock exchange from 01.01.2023 Read More »
Learn how the market’s technical rebound in October benefited the Swiss Performance Index, as our strategy aims to reduce volatility while maximizing returns. By re-evaluating large-cap stocks, we guide you toward an optimized allocation, ready to meet the challenges of the current year.
Determinant portfolio: situation as of 01.12.2022 Read More »
In October, the stock market experienced a technical rebound, despite mixed performances from some portfolio positions. Learn how the introduction of new assets, particularly the dollar, can provide opportunities for profitability in an uncertain economic environment.
Determinant portfolio: situation as of 01.11.2022 Read More »
Find out why Interactive Brokers and Degiro dominate the broker market in Switzerland and Europe, offering reliable and cost-effective services for savvy investors. Charles Schwab also stands out as a key player thanks to its excellent service, appealing to even the most skeptical.
Charles Schwab & TD Ameritrade Read More »
The decisive portfolio maintained its resilience in the face of September's market turbulence, marked by rising US rates and the partial mobilization in Russia. In an uncertain economic and geopolitical context, characterized by galloping inflation and international tensions, diversification of investment approaches is becoming more crucial than ever to optimize performance while minimizing risk.
Determinant portfolio: situation as of 01.10.2022 Read More »
The Determinant Portfolio maintains its resilience despite a turbulent market, posting encouraging performance relative to the MSCI Switzerland Index. This analysis explores August’s developments, particularly in US Corporate High Yield bonds, while announcing some interesting potential changes for the months ahead.
Determinant portfolio: situation as of 01.09.2022 Read More »
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