Portfolios: situation as of 01.04.2025
Explore how markets and portfolios performed in March 2025, as the S&P 500 suffered and defensive strategies proved effective.
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Determinant portfolio: situation as of 01.11.2024
The Determinant Portfolio recorded a positive performance in October, outperforming its MSCI Switzerland benchmark which remained in the red. Following extensive testing and analysis, several strategic changes were made, including the removal of positions in cryptocurrencies and US Treasuries, with the aim of simplifying and optimizing the portfolio.
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Upcoming news on dividendes.ch
Discover the latest developments in our content and our thoughts on investing, strategies adapted to market trends. Feel free to ask your questions or share your suggestions to improve our approach together!
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Determinant portfolio: situation as of 01.06.2024
The Determinant Portfolio closed April with an excellent gain, surpassing profitability expectations despite slightly underperforming the MSCI Switzerland Index. The various investment strategies show promising results, with a particularly favourable Sharpe ratio and well-controlled volatility, demonstrating effective portfolio management since its launch.
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Determinant portfolio: situation as of 01.05.2024
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.
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Determinant portfolio: situation as of 01.04.2024
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.
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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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Determinant portfolio: situation as of 01.02.2024
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.
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