Investing to become financially independent
Investing to become financially independent
Learn how SHINNIHON CORPORATION, a Japanese construction company, managed to quadruple its stock in five years while maintaining solid cash reserves. Despite a slight decline in gross margin, the stock remains attractive, offering the potential to double its intrinsic value and a promising dividend.
Analysis of Shinnihon Corp (1879:TYO) Read More »
Updated asset allocation for 2018 with a notable change in long bonds from cash to invested. The portfolio remains diversified with a split between bonds, gold, real estate and Swiss and international equities.
Monthly Asset Allocation Read More »
Trends remain stable this month, with no notable changes to report. Discover our detailed analysis of the situation which remains unchanged compared to last month.
Monthly Asset Allocation Read More »
Discover the monthly report that shows complete stability of the indicators compared to the previous month. A detailed analysis that allows you to understand current trends and their implications.
Monthly Asset Allocation Read More »
TOMOKU, a Japanese corrugated packaging supplier and residential construction player, stands out with a particularly attractive valuation with solid financial ratios. The company, which displays robust financial health and positive cash flows, has significant growth potential in resilient business sectors.
Tomoku Analysis (3946:TYO) Read More »
Check out the latest updates to our asset allocation with few notable changes this month. The main change is the bond allocation which is now converted to cash.
Monthly asset analysis: notable changes in bond allocation 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 »
Discover an investment strategy inspired by Marc Faber that distributes the portfolio between gold, bonds, real estate and stocks with a technical approach based on moving averages. This method, which shows interesting results particularly for stocks and bonds, allows to reduce volatility while maintaining superior performances to the classic buy & hold.
How to diversify your portfolio to protect yourself from market risks? (15/20) Read More »