Investing to become financially independent
Investing to become financially independent
Rebalancing, a key portfolio management strategy, involves regularly rebalancing the weighting of different asset classes to maintain the desired allocation and reduce volatility. This mechanical approach not only limits the emotional impact on your investment decisions, but also optimizes your portfolio by selling outperforming assets and buying undervalued ones.
Discover the detailed analysis of Fenwal Controls of Japan Ltd, a Japanese company specializing in fire prevention equipment and temperature control. Despite attractive financial ratios and an attractive valuation, excess liquidity raises questions about the company's resource allocation.
Analysis of Fenwal Controls of Japan Ltd (6870:TYO) Read More »
Discover the latest trends in financial markets with a monthly asset allocation update, which reveals record valuations, particularly in Switzerland and the United States. As investors navigate between exuberance and caution, emerging opportunities, especially in Japan and emerging markets, are attracting increasing interest.
Monthly Asset Analysis: Market Trends and Investment Opportunities Read More »
The monthly analysis of asset allocation reveals particularly positive dynamics in emerging markets, offering attractive valuations despite the outperformance of US and Swiss indices. Investment opportunities are multiplying in particular in Europe and the United Kingdom, with particularly attractive dividends, while Japan could soon present promising undervalued stocks.
Monthly Asset Allocation Read More »
Discover the latest market trends with our monthly asset allocation update, where stocks are showing positive momentum despite valuations considered extreme. Investors are looking for attractive opportunities and preparing to make a strategic play during the market recovery.
Monthly Asset Allocation Strategies: Market Analysis and Opportunities to Seize Read More »
Discover the latest equity market trends after January's spectacular turnaround, with only two markets still down. Remain vigilant, because despite some interesting opportunities, skepticism persists as to the sustainability of this surge.
Monthly Asset Analysis: Market Returns and Opportunities to Seize in January Read More »
A captivating retrospective of the stock market year with its ups and downs, where the author shares his experience of portfolio management in the face of market volatility. The text also explores his defensive investment strategy and his journey to financial independence, combining stocks and real estate.
The equity market trends update reveals a worrying direction, with equity valuations falling in the US and Switzerland. In this context, gold stands out as an attractive safe haven, offering interesting opportunities to adjust one’s portfolio in the face of current volatility.
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