Investing to become financially independent
Investing to become financially independent
Find out how the Price-to-Sales (P/S) ratio can guide your investment decisions (backtest in Switzerland and France).
Backtest of the Price-to-Sales ratio in Switzerland and France Read More »
ETFs (Exchange-Traded Funds) are financial instruments that allow diversified and economical investment in the markets. Discover their history, advantages and limitations for any type of investor.
The War of the Portfolios: ETFs Read More »
Discover an in-depth analysis of asset allocations and ETFs, exploring their effectiveness in terms of performance and risk. Focus on investment strategies and optimal diversification.
The Wallet War: Intro Read More »
Analysis of financial ratios and economic factors that influence stock prices reveals that stocks with low P/E ratios often outperform the market. An in-depth study shows that stocks that are less popular with investors paradoxically perform better than those that generate high expectations, a phenomenon that persists even in the era of artificial intelligence.
What works in Zurich: the Price-Earnings Ratio Read More »
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 »
The article critically analyses the social insurance system in Switzerland, highlighting its impacts on the middle class and its problematic functioning. It highlights in particular how the obligation to insure creates a massive influx of money that benefits insurance companies without necessarily encouraging innovation or improvement of services.
Health insurance premiums: who are we kidding? 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 »
There was a time when Swiss Made products were synonymous with quality, but today some large Swiss companies are more associated with mediocrity and financial scandals. This analysis examines the performance of different investment strategies, including Auto Signal Trading and portfolio management, in the current Swiss market context.
Key portfolio: situation at 01.04.2023 Read More »
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