THE determining portfolio clôture ce mois d'avril avec une loss of -2.8%, slightly better than its benchmark index, the MSCI Switzerland (-3.2%).
This gives us a performance in CHF since the beginning of the year of 8.8% for the determining PF. Malgré la baisse d'avril, c'est un très bon résultat en seulement quatre mois. Cela laisse loin derrière le marché suisse. Les stratégies Trading Auto Signal et Tactical Asset Allocation crèvent le plafond, tandis que Quality Value Momentum et Trading Auto Signal sont un peu plus à la traîne, tout en étant sensiblement plus performantes que le marché.
Let us also note that the volatility continues to be kept perfectly under control, with figures that are more reminiscent of government bonds than stocks. This allows it to benefit from a much better Sharpe ratio than the market (which measures profitability in relation to risks). In other words, With equal risk, the PF still performed better than the market.
Determinant portfolio and MSCI Switzerland index since the beginning of the year (performance in CHF)
Performance since 2010 in CHF
Since its launch in 2010, The portfolio still maintains a slight lead over the Swiss market (7.4% annual average against 6.5%).
MSCI Switzerland portfolio and index since 2010 (performance in CHF)
Portfolio Update
The determining portfolio will be updated by May 2 in the members section. An asset change is planned.
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