Investing to become financially independent
Investing to become financially independent
The 60/40 investment strategy, long considered the gold standard for portfolio management, is facing new challenges in today’s financial environment. This traditional approach, which involves allocating 60/13T of assets to stocks and 40/13T to bonds, is evolving to meet the realities of the modern marketplace.
The evolution of the 60/40 investment strategy in the face of new economic realities Read More »
Find out how the Determinant Portfolio stood out in 2024 with a performance of +20.3%, outperforming the MSCI Switzerland despite a slight decline in December.
Determinant portfolio: situation as of 01.01.2025 Read More »
Discover the recent transformations of our portfolio, with an exceptional performance of +4.8% this month, largely outperforming the Swiss market.
Determinant portfolio: situation as of 01.12.2024 Read More »
Discover the results of the first half of 2022, where our portfolio (-3%) outperformed the Swiss Performance Index showing -17%. Thanks to strategic investments in commodities and other resilient values, we have managed to face difficult economic conditions.
Escaped from the media frenzy since the beginning of the year, discover how financial markets have weathered the turbulence, despite extreme valuations. Explore future challenges and opportunities in an era of global economic uncertainty, including the lasting impacts of the China virus.
Français