Investing to become financially independent
Investing to become financially independent
Discover the new composition of my investment portfolio after several weeks of reshuffling, with a significant portion of cash still to be invested. This update provides a detailed overview of current positions, including international equities and quality names, while explaining my conservative long-term allocation strategy.
Portfolio development: status of securities Read More »
Discover my monthly in-depth analysis on portfolio diversification, covering bonds, gold, real estate and equities from developed and emerging markets. I share my target tactical allocations and investment strategies between cash and invested positions, with a particular focus on ETFs and direct equities.
Monthly Asset Allocation Read More »
An in-depth analysis of ETFs and efficient markets, exploring their benefits for beginner investors while highlighting the importance of thoughtful portfolio diversification. The article also examines the hidden risks of ETFs, including securities lending, and offers balanced investment strategies to optimize long-term returns.
How to diversify your portfolio to protect yourself from market risks? (20/20) Read More »
ETFs, driven by efficient markets theory, paradoxically create a major market anomaly by artificially inflating indices without regard for fundamentals. This situation creates an imbalance where some stocks are kept on artificial life support while promising small-caps are neglected by the market.
How to diversify your portfolio to avoid market risks (19/20) Read More »
ETFs offer a convenient solution to diversify your portfolio with low costs, particularly suitable for gold and bonds, but their growing popularity raises questions about their impact on the market. While the majority of investors focus on major indices, this trend could disadvantage small and mid-caps, calling into question the future effectiveness of this investment strategy.
How to diversify your portfolio to avoid market risks (18/20) Read More »
In a context of expansionary monetary policies and uncertain markets, gold presents itself as an attractive safe haven compared to overvalued stocks and risky bonds. Discover why a small gold position in your portfolio can serve as both a hedge and a measuring stick for your investments.
How to diversify your portfolio to protect yourself from market risks? (10/20) Read More »
Equities and bonds are essential components of a balanced asset allocation, with Graham's classic distribution ranging from 25% to 75% for each class. In the face of inflation and current market conditions, it is crucial to arbitrate intelligently between these two types of investment, while potentially favoring quality equities or ETFs to optimize one's portfolio.
How to diversify your portfolio to avoid market risks (8/20) Read More »
Long bonds, while more volatile than short ones, offer an interesting inverse correlation with equities in an investment portfolio. Find out how to optimize your investment strategy with a balanced mix of equities and bonds, while understanding the risks and opportunities specific to the Swiss market.
How to diversify your portfolio to avoid market risks (7/20) Read More »
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