Investing to become financially independent
Investing to become financially independent
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 »
The Swiss market experienced marked fluctuations in February, oscillating between euphoria and depression, while our portfolio was more resilient. Stay tuned to discover our latest strategies and their potential impact starting next month!
Key portfolio: situation at 01.03.2023 Read More »
Learn how the January Effect influences investment decisions, prompting investors to take a more optimistic approach at the start of the year. As the market fluctuates, it’s essential to test theoretical strategies against reality to minimize risk and maximize returns.
Determinant portfolio: situation as of 01.02.2023 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.
Discover 'The Determinants of Wealth', a comprehensive 3-hour online training based on scientific research to build your wealth. This training, accessible to everyone, from young workers to retirees, covers essential modules on work, savings, investment and taxation to guide you concretely towards financial prosperity.
Transform your financial future: take the online training 'The Determinants of Wealth' Read More »
Discover the inspiring story of a transition to financial independence, marked by quiet joy and self-rediscovery. Learn to navigate between old habits and new adventures, while developing stimulating projects such as an online training related to the Determinants of Wealth.
Learning to unlearn Read More »
Discover how reducing your work time can paradoxically increase your net income and free you up for income-generating activities. Learn how to navigate the Rat Race and invest your time wisely to maximize your savings and profits.
Discover the incredible rise of Geberit, a Swiss pioneer in sanitary equipment, from its beginnings in plumbing to its current status as an international innovator. With a recent strategic acquisition of Sanitec, Geberit combines exceptional quality with promising growth prospects, making the company a wise investment choice.
Geberit (GEBN:VTX) Analysis Read More »
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