Investing to become financially independent
Investing to become financially independent
The Determinant Portfolio posted a performance of -2.8% in April 2023, slightly outperforming its MSCI Switzerland benchmark (-3.2%), while maintaining an excellent annual performance of 8.8% in CHF. The Trading Auto Signal and Tactical Asset Allocation strategies particularly excel, while volatility remains remarkably controlled, delivering a Sharpe ratio above the market.
Determinant portfolio: situation as of 01.05.2024 Read More »
Discover the detailed analysis of the monthly performance of the determining portfolio compared to the MSCI Switzerland index, with a particular focus on the Quality Value Momentum, Blue Chips Trading, and Tactical Asset Allocation strategies. Despite a slight underperformance compared to the Swiss market this month, the portfolio maintains an excellent Sharpe ratio and a consistent lead over the long term.
Determinant portfolio: situation as of 01.04.2024 Read More »
Discover how to go from financial independence to financial freedom, by raising your standard of living and taking full advantage of the opportunities available to you. Learn to delegate and enjoy every moment, as if you were on vacation all year round, while consolidating your investments!
From Ant to Grasshopper: Financial Freedom Read More »
Discover the exceptional performance of the determining portfolio that significantly outperforms the Swiss market at the beginning of the year, with remarkably low volatility. The QVM and Blue Chips strategies stand out in particular, delivering impressive results compared to the MSCI Switzerland index.
Determinant portfolio: situation as of 01.02.2024 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 »
Learn how the January Effect influences investment decisions, prompting investors to take a more optimistic approach at the start of the year. As the market fluctuates, it’s essential to test theoretical strategies against reality to minimize risk and maximize returns.
Determinant portfolio: situation as of 01.02.2023 Read More »
Learn how the U.S. Federal Reserve is taking a wait-and-see approach to inflation as banks struggle with the government debt crisis. Learn how to protect your wealth by capitalizing on limited assets like gold, quality stocks, and real estate.
Changing Inflation: How to Protect Your Wealth in an Uncertain World Read More »
In a world where the pandemic has disrupted the economy, many small entrepreneurs find themselves on the brink of bankruptcy while financial markets are thriving. This situation raises questions about economic inequality and reminds us of the relevance of Marxist theories in the current context.
The lesson of COVID-19 Read More »
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