Investing to become financially independent
Investing to become financially independent
Active investors can create a steady monthly income stream by diversifying their portfolio with stocks that pay dividends at different times of the year. By strategically staggering investments in companies like Coca-Cola, Kimberly-Clark and Sysco, which pay their dividends at different times, it is possible to maintain a consistent income stream while protecting against inflation.
Your monthly dividend income Read More »
McDonald's, the world's largest fast food chain with over 30,000 restaurants in over 100 countries, continues to impress investors with its attractive dividend policy and steady growth. Despite a high valuation, the company maintains strong fundamentals and offers an attractive yield, making McDonald's an investment opportunity worth considering.
McDonald's (NYSE:MCD) Read More »
The transition from Boomer to Generation X to Generation Y is shaping our society and influencing today’s financial markets. Learn how a diversified investment portfolio can capitalize on the unique needs of each generation, including in the retail, consumer goods, and technology sectors.
Generations & investment (7/7): consequences & conclusion Read More »
The portfolio is recovering thanks to defensive stocks and the rebound of the dollar, despite a profitability still negative in CHF since February. Defensive stocks such as VFC, KO, CTL, ADP and MCD are showing positive performances, while the drop in oil makes commodity-related stocks more attractive.
Dollar and defensive stocks rebound Read More »
McDonald's, the world's leading fast-food company founded in 1940, continues to impress with profitability in excess of 5% and an attractive dividend of 3.48%. Despite volatility of 19.13%, the company demonstrates remarkable growth with consistent market outperformance since 1970, making it an attractive investment opportunity.
McDonald's (NYSE:MCD) Read More »
Our investment strategy favors low-volatility equities, focusing on dividend yields rather than stock market fluctuations. To optimize diversification and reduce risk, we also recommend mixed funds (equities and bonds) as well as real estate funds denominated in CHF and EUR.
Diversify to reduce volatility Read More »
Despite the recent market downturn, our portfolio has maintained a relatively stable performance thanks to its defensive positions and the favorable evolution of the dollar. Volatility remains under control at 12.32% versus 17.57% for the SMI, while McDonald's continues to outperform the S&P 500 despite increased volatility.
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