Investing to become financially independent
Investing to become financially independent
Financial markets present an interesting paradox in December, with the S&P reaching historic highs while the dollar collapses, particularly against the Swiss franc. A detailed analysis of the different investment strategies and portfolio performances reveals encouraging results, notably thanks to the surge in cryptocurrencies and controlled volatility.
Determinant portfolio: situation as of 01.01.2024 Read More »
Discover the latest optimizations of our portfolio allocation strategy, now focused on absolute momentum with a fixed asset weighting for better performance. The analysis shows that this new approach not only maintains a better Sharpe ratio than the market, but also significantly reduces portfolio volatility.
Determinant portfolio: situation as of 01.12.2023 Read More »
Swiss financial markets experienced an unexpected rebound following the SNB’s decision to keep rates unchanged, leading to a significant easing of the Swiss franc against other currencies. The Determinant Portfolio has maintained a slightly better performance than the MSCI Switzerland since its launch, with lower volatility and a better Sharpe ratio.
Determinant portfolio: situation as of 01.10.2023 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 »
The Swiss franc continues its ascent against other currencies, particularly the dollar and the yen, forcing exceptional performances in foreign currencies. The various strategies in the portfolio are showing encouraging results, with in particular good results from the Trading Auto Signal and a structural reorganization of the portfolio into four distinct strategies.
Determinant portfolio: situation as of 01.07.2023 Read More »
Analysis of the mixed performance of the investment portfolio in May, with a significant impact from the strength of the Swiss franc, particularly against the Japanese yen. Despite recent challenges in the QVM and Blue Chip strategies, a catch-up outlook is envisaged, supported by historical data and strategic adjustments to the portfolio.
Determinant portfolio: situation as of 01.06.2023 Read More »
Harry Browne's Permanent Portfolio offers a balanced investment strategy that, like an all-season tire, aims to perform in all economic conditions. This approach is based on the principle that each economic cycle corresponds to a type of performing asset, thus maintaining stable profitability with low volatility.
Investing with just 5 ETFs: the permanent portfolio 2.0 Read More »
Analysis of the investment portfolio's performance in April, marked by a striking contrast between the strong rise in the Swiss market and the slight decline in the US stock market. Focus on the impact of currencies and the strategic reorganization of the portfolio, with notable changes in asset management and the abandonment of raw materials.
Determinant portfolio: situation as of 01.05.2023 Read More »
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