Beyond Browne: PP 2.0 and 2.x
Discover how to optimize Harry Browne's permanent portfolio to improve returns while controlling volatility with innovative investment strategies.
investment
Backtest of the Price-to-Sales ratio in Switzerland and France
Find out how the Price-to-Sales (P/S) ratio can guide your investment decisions (backtest in Switzerland and France).
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The War of the Portfolios: ETFs
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 Wallet War: Intro
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.
What works in Zurich: the Price-Earnings Ratio
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.
Determinant portfolio: situation as of 01.03.2024
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.
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Health insurance premiums: who are we kidding?
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.
Determinant portfolio: situation as of 01.12.2023
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 »
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