The Wallet War: Intro
Discover an in-depth analysis of asset allocations and ETFs, exploring their effectiveness in terms of performance and risk. Focus on investment strategies and optimal diversification.
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The wallet war
The War of the Portfolios: ETFs
ETFs (Exchange-Traded Funds) are financial instruments that allow diversified and economical investment in the markets. Discover their history, advantages and limitations for any type of investor.
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100% equity portfolio: advantages and risks
Discover the benefits and risks of a 100 % stock portfolio. Learn how to maximize profitability while managing the volatility of this type of investment.
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Smart real estate investing: understanding ETFs and listed funds to diversify your assets
Real estate ETFs provide diversified and transparent investment opportunities in the real estate sector. These exchange-traded funds track the performance of real estate indices, providing investors with market exposure without the constraints of direct asset management.
The evolution of the 60/40 investment strategy in the face of new economic realities
The 60/40 investment strategy, long considered the gold standard for portfolio management, is facing new challenges in today’s financial environment. This traditional approach, which involves allocating 60/13T of assets to stocks and 40/13T to bonds, is evolving to meet the realities of the modern marketplace.
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The permanent portfolio: Harry Browne's strategy
The Permanent Portfolio, conceived by Harry Browne in the 1970s, is an investment strategy designed to maintain long-term stability. This approach is based on a balanced asset allocation between four main categories: 25% in equities, 25% in long-term bonds, 25% in gold and 25% in cash. This allocation is designed to perform over different economic cycles.
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Beyond Browne: PP 2.0 and 2.x
Discover how to optimize Harry Browne's permanent portfolio to improve returns while controlling volatility with innovative investment strategies.
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Understanding how LPP portfolios work in Switzerland: composition, performance and investment limits
Find out how occupational pension provision (BVG) in Switzerland shapes your retirement. Explore the composition, management and performance of BVG portfolios.