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How to diversify your portfolio to protect yourself from market risks? (1/20)

This post is part 1 of 20 in the series Diversify your portfolio

Portfolio diversification is a major concern for investors aiming for financial independence, particularly through dividend-paying equities. In this series of 20 articles, discover the different strategies for protecting and optimizing your investments, even in times of stock market volatility.

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Identifying quality Swiss stocks and promoting them (5/6)

This post is part 5 of 6 in the series Identifying quality Swiss stocks and promoting them

In this in-depth financial analysis, we examine the essential metrics of revenue and net income growth, with a particular focus on ROE and NPM to assess company performance. Beyond traditional financial metrics, we also explore sustainable competitive advantages such as brand quality, technical excellence, and customer loyalty, following Warren Buffett’s investment principles.

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Identifying quality Swiss stocks and promoting them (3/6)

This post is part 3 of 6 in the series Identifying quality Swiss stocks and promoting them

Key financial metrics such as ROE, profit margin and equity are essential to assess the financial health of a company. A comparative analysis between EMS Chemie and Schaffner reveals significant differences in performance and financial strength, illustrating the importance of these indicators in investment decision-making.

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Identifying quality Swiss stocks and promoting them (2/6)

This post is part 2 of 6 in the series Identifying quality Swiss stocks and promoting them

Low quality is always too expensive, whether it's furniture, chocolate or stocks. Find out why it's better to invest in high-quality stocks for the long term and how to effectively analyze a company's value before investing.

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Performance for the first half of 2016

The performance analysis of the CHF portfolio reveals an effective defensive strategy, particularly visible during Brexit where dividend-paying stocks held up better than the market. Investments in defensive sectors (food, healthcare, household) as well as hedging strategies have enabled steady progress towards financial independence, with a notable increase in dividends received compared to the previous year.

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Old-age provision, or how to get ripped off by insurers under the watchful eye of the State

The Swiss old-age pension system, although considered one of the best in the world with its three pillars, shows significant limitations in its actual performance. Given the low returns of the minimum LPP rate compared to stock market performances, it is crucial to rethink one's pension strategy to ensure a comfortable retirement.

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