Investing to become financially independent
Investing to become financially independent
The Determinant Portfolio posted a strong performance in July with a gain of 2.5%, bringing its annual return to 13.7% in CHF and outperforming the Swiss market. Despite the fall of the dollar, the portfolio maintains remarkably low volatility and an excellent Sharpe ratio, demonstrating its robustness in current market conditions.
Key portfolio: situation at 01.08.2024 Read More »
Discover the essential strategies for investing your money wisely, while minimizing risk and maximizing your opportunities for profit. This article guides you through the different investment options, from real estate to cryptocurrencies, to secure your financial future.
Investing your money: what solutions? Read More »
Discover why the stock market continues to defy expectations and explore strategies to prepare your portfolio for an inevitable correction. Learn how to navigate high valuations and investment opportunities to avoid the pitfalls of an overheated market.
Discover the results of an eventful 2020, marked by the collapse and then the rebound of the markets, the confinement and the upheavals of our daily lives. A personal reflection on financial independence and stock market investment strategies in a context of high volatility.
2020: A year of economic challenges and new financial opportunities Read More »
Faced with the pandemic and its impact on financial markets, investors are looking for safe havens such as gold and bonds. The survey reveals that despite the current volatility, the majority of participants are keeping their cool, even though stocks are still expensive, particularly in Switzerland and the USA.
Coronavirus: survey results and commentary Read More »
Since the financial crisis of 2008, interest rates have been maintained by central banks at a historically very low rate, or even negative in some European countries, Japan and Switzerland. Not only is the level of rates exceptionally low, but the duration of this monetary policy is also particularly long. If
Low interest rates over the long term Read More »
Discover a complete guide on wealth management and financial independence, the result of several months of in-depth research. From savings to investments to asset diversification, this e-book offers you a critical and scientific approach adapted to all profiles, whether you are a beginner or close to retirement.
The Determinants of Wealth: Science at the Service of Financial Independence Read More »
Discover the troubling realities of the Swiss pension system, where the low minimum rate of the LPP raises questions about the management of our funds. Learn how to navigate this complex system to optimize your investments and better understand the financial issues that impact your future.
The minimum LPP rate or the peril of pension funds Read More »
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