Upcoming news on dividendes.ch
Discover the latest developments in our content and our thoughts on investing, strategies adapted to market trends. Feel free to ask your questions or share your suggestions to improve our approach together!
actions
Key portfolio: situation at 01.08.2024
The Determinant Portfolio posted a strong performance in July with a gain of 2.5%, bringing its annual return to 13.7% in CHF and outperforming the Swiss market. Despite the fall of the dollar, the portfolio maintains remarkably low volatility and an excellent Sharpe ratio, demonstrating its robustness in current market conditions.
Determinant portfolio: situation as of 01.06.2024
The Determinant Portfolio closed April with an excellent gain, surpassing profitability expectations despite slightly underperforming the MSCI Switzerland Index. The various investment strategies show promising results, with a particularly favourable Sharpe ratio and well-controlled volatility, demonstrating effective portfolio management since its launch.
Determinant portfolio: situation as of 01.06.2024 Read More »
Determinant portfolio: situation as of 01.05.2024
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 »
Determinant portfolio: situation as of 01.04.2024
Discover the detailed analysis of the monthly performance of the determining portfolio compared to the MSCI Switzerland index, with a particular focus on the Quality Value Momentum, Blue Chips Trading, and Tactical Asset Allocation strategies. Despite a slight underperformance compared to the Swiss market this month, the portfolio maintains an excellent Sharpe ratio and a consistent lead over the long term.
Determinant portfolio: situation as of 01.04.2024 Read More »
From Ant to Grasshopper: Financial Freedom
Discover how to go from financial independence to financial freedom, by raising your standard of living and taking full advantage of the opportunities available to you. Learn to delegate and enjoy every moment, as if you were on vacation all year round, while consolidating your investments!
Determinant portfolio: situation as of 01.03.2024
The Determinant Portfolio has performed exceptionally well this month, significantly outperforming the Swiss market across all strategies, including the remarkable performance of Trading Auto Signal and TAA. Since its launch, the portfolio has maintained a lead over the MSCI Switzerland, demonstrating the strength of its long-term investment strategy.
Determinant portfolio: situation as of 01.03.2024 Read More »
Determinant portfolio: situation as of 01.11.2023
Markets fell sharply in October, marking a third consecutive month of declines comparable to the Covid-19 period. The Determinant Portfolio nevertheless maintains a slight lead over the MSCI Switzerland, with a better performance in terms of Sharpe ratio, while strategic changes are planned for early November.
Determinant portfolio: situation as of 01.11.2023 Read More »
Français