Swiss franc

Determinant portfolio: situation as of 01.07.2023

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.

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Determinant portfolio: situation as of 01.06.2023

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.

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Investing with just 5 ETFs: the permanent portfolio 2.0

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.

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Determinant portfolio: situation as of 01.05.2023

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.

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Analysis of Liechtensteinische Landesbank (LLBN:SWX)

Discover Liechtenstein, a small country full of surprises, distinguished by its dynamic financial sector and its GDP per capita unmatched in the world. In the face of recent challenges, LLB Bank continues to attract investors thanks to its solidity and innovative approach, while offering interesting alternatives to Swiss cantonal banks.

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