Investing to become financially independent
Investing to become financially independent
Learn how the Determinant Portfolio invests in undervalued stocks using a bottom-up, value-based approach to mitigate the risks associated with market overvaluation.
Composition of the determining portfolio by mid-2025 Read More »
Volkswagen and Tesla are at odds with each other in terms of history, style, and market valuation, raising questions about the logic of the automotive market.
Volkswagen vs Tesla: Clash of Extremes Read More »
Discover how the pursuit of financial independence inspires legendary investors, and follow the June portfolio roundup.
Portfolios: situation as of 01.07.2025 Read More »
The US market rebounded in May, with the S&P 500 rising sharply in CHF, but the reality remains more nuanced for investors.
Portfolios: situation as of 01.06.2025 Read More »
Financial markets are oscillating wildly under Trump's influence, with stock market performance in decline and the dollar in free fall.
Portfolios: situation as of 01.05.2025 Read More »
In the face of current economic uncertainties and fluctuations in U.S. assets, learn how to adjust your investment portfolio to ensure its resilience.
Investment strategies in the face of political change and aversion to US assets Read More »
Explore how markets and portfolios performed in March 2025, as the S&P 500 suffered and defensive strategies proved effective.
Portfolios: situation as of 01.04.2025 Read More »
Microcaps, those companies with small capitalizations, are experiencing a difficult start to 2025. Should we rethink our strategy in the face of this uncertainty?
Micro Caps in 2025: Alarming Performance and Outlook for a Possible Economic Crisis Read More »