Investing to become financially independent
Investing to become financially independent
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 »
Discover the exceptional performance of the determining portfolio that significantly outperforms the Swiss market at the beginning of the year, with remarkably low volatility. The QVM and Blue Chips strategies stand out in particular, delivering impressive results compared to the MSCI Switzerland index.
Determinant portfolio: situation as of 01.02.2024 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 »
The Swiss franc continues its strong upward trend against major global currencies, setting all-time highs against the yen and the euro. The determinant portfolio posted positive performance, thanks in particular to the QVM strategy, despite a complex market environment marked by the strength of the Swiss franc.
Determinant portfolio: situation as of 01.08.2023 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 »
In October, the stock market experienced a technical rebound, despite mixed performances from some portfolio positions. Learn how the introduction of new assets, particularly the dollar, can provide opportunities for profitability in an uncertain economic environment.
Determinant portfolio: situation as of 01.11.2022 Read More »
The performance analysis of the CHF portfolio reveals an effective defensive strategy, particularly visible during Brexit where dividend-paying stocks held up better than the market. Investments in defensive sectors (food, healthcare, household) as well as hedging strategies have enabled steady progress towards financial independence, with a notable increase in dividends received compared to the previous year.
Performance for the first half of 2016 Read More »
The performance of the CHF portfolio shows stable dividend growth despite market challenges, including the impact of the SNB’s rate floor abandonment and the volatility of energy stocks. A promising new investment strategy is being developed, aimed at optimising profitability while reducing risks for the site’s members.