Investing to become financially independent
Investing to become financially independent
Our portfolio declined by -4.37% this week, despite a positive SMI of 0.19%, due to low stock volatility and the impact of the strong dollar. This performance is explained by our long-term, dividend-focused investment strategy, as well as by currency fluctuations, notably the strength of the Swiss franc against the dollar and the euro.
Our investment portfolio continues to grow, posting -2.76% since February 3, in parallel with the Swiss market, which reached -0.23%. The defensive strategy focusing on international companies is proving its worth, particularly in the face of dollar fluctuations, with controlled volatility of 12.32% versus 17.60% for the SMI.
Progress despite weak dollar Read More »
Our investment strategy favors low-volatility equities, focusing on dividend yields rather than stock market fluctuations. To optimize diversification and reduce risk, we also recommend mixed funds (equities and bonds) as well as real estate funds denominated in CHF and EUR.
Diversify to reduce volatility Read More »
Our portfolio's performance improved significantly relative to the SMI, with the spread narrowing to -2.21% from -1.71%, boosted in particular by ADP's excellent performance on the Nasdaq. Controlled volatility and an improved Sharpe ratio testify to optimized risk management, despite the negative impact of dollar fluctuations.
Portfolio at December 4, 2010 Read More »
Despite the recent market downturn, our portfolio has maintained a relatively stable performance thanks to its defensive positions and the favorable evolution of the dollar. Volatility remains under control at 12.32% versus 17.57% for the SMI, while McDonald's continues to outperform the S&P 500 despite increased volatility.
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