Investing to become financially independent
Investing to become financially independent
Tactical asset allocation reveals an unfavourable trend in the Swiss market, with the SPI index losing against its US counterpart, the S&P. While Japanese equities stand out as a strong investment opportunity, it is crucial to navigate cautiously in an environment marked by the overvaluation of long bonds.
Monthly Asset Allocation Analysis: Opportunities and Strategies in 2023 Read More »
This month, markets remain mostly overvalued with a better outlook for Europe, while tactical allocation favors liquidity in the face of stagnant bonds. Alternative and long-short strategies are struggling to perform, calling for patience for a possible recovery.
Discover Arkad's valuable advice, inspired by the wise Algamish, on the art of building your fortune by saving a portion of your income. This timeless wisdom, passed down through generations, teaches that the key to prosperity lies in financial discipline and the golden rule: 'A portion of everything you earn is your own.'
The Richest Man in Babylon (4/4) Read More »
Discover the captivating story of a scribe who learns the secrets of wealth from the teachings of the wise Algamish, including the golden rule of saving one-tenth of one's income. This inspiring tale traces the journey of a man who, by faithfully applying these financial principles, goes from humble scribe to successful manager of a vast estate in Nippur.
The Richest Man in Babylon (3/4) Read More »
A fascinating exploration of the secrets of wealth through the parables of ancient Babylon, where George S. Clason uncovers timeless principles of financial management. Through these captivating tales, the author imparts valuable, practical lessons on the art of wealth that are still relevant in our modern world.
The Richest Man in Babylon (1/4) Read More »
In this monthly asset allocation review, the analysis suggests reducing positions in European and Swiss equities, while emerging markets and Japan remain attractive. The outlook remains positive for US equities, although their valuation remains high, and Swiss real estate maintains its place as a fixed allocation in the portfolio.
Monthly Asset Allocation Read More »
In a volatile market environment, I have adjusted my tactical allocation strategy to optimize my portfolio. By exploring innovative approaches such as leveraged ETFs and moving average analysis, I am preparing myself to seize the best opportunities while minimizing risks.
Maximize Your Portfolio: Tactical Monthly Asset Allocation Strategies Read More »
Asset allocation update: moving bonds to cash while other asset classes remain unchanged. The portfolio maintains its exposure to equities (70%), Swiss real estate (15%) and gold (5%), with a cash position of 10%.
Monthly Asset Allocation Read More »
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