Tactical Asset Allocation

Determinant portfolio: situation as of 01.09.2022

September 1, 2022 / Jerome / Portfolio / 2 Comments

The Determinant Portfolio maintains its resilience despite a turbulent market, posting encouraging performance relative to the MSCI Switzerland Index. This analysis explores August’s developments, particularly in US Corporate High Yield bonds, while announcing some interesting potential changes for the months ahead.

Determinant portfolio: situation as of 01.09.2022 Read More »

Determining portfolio: changes from 01.08.2022

2 August 2022 / Jerome / Portfolio / 9 Comments

In a process of continuous optimization, discover the strategic changes made to the investment portfolio, particularly concerning real estate and trading on the Nasdaq. The detailed analysis of the momentum and outlook on cryptocurrencies, in particular Bitcoin and Ethereum, offers a clear vision to approach the second half of the year with confidence.

Determining portfolio: changes from 01.08.2022 Read More »

Clément Christiane on Test de Holland (RIASEC): “It's a quick and easy questionnaire” Jan 6, 2:30 p.m.
Jérôme on Qu’est-ce qui fonctionne à Paris : le Price-Earnings Ratio: “Hello HD, As they often say: "the devil is in the details". I myself was surprised by the…” Jan 5, 08:40
HD on Qu’est-ce qui fonctionne à Paris : le Price-Earnings Ratio: “Hello, In your book, in the section "price/earnings ratio", you write that buying companies with low P/E ratios is a…” Jan 4, 16:43
Jérôme on La marge brute: indicateur clé des actions FR-CH?: “Hi Pedro, this is a very good question that I will answer in the next articles of this backtest series.” Dec 22, 16:44
Pedro on La marge brute: indicateur clé des actions FR-CH?: “What about net margin, EBITDA or other for the same purpose? Or is it gross margin growth that is…” Dec 22, 15:43