Investing to become financially independent
Investing to become financially independent
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.
Key portfolio: situation at 01.08.2024 Read More »
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 »
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 »
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 »
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!
From Ant to Grasshopper: Financial Freedom Read More »
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 »
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 »
Discover the detailed analysis of UBS’s performance following the acquisition of Credit Suisse, with an impressive net profit including a multi-billion dollar windfall. The article also examines trading strategies, including Auto Signal Trading and the performance of adaptive allocation ETFs, while providing an in-depth analysis of performance ratios and their long-term impact.
Determinant portfolio: situation as of 01.09.2023 Read More »
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