Portfolios: situation as of 01.10.2025
Find out how our portfolios performed in September, with gold hitting record highs and outperforming benchmark indices.
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Portfolios: situation as of 01.09.2025
Markets are oscillating between technological euphoria and uncertainty, creating a paradoxical feeling of simultaneous gains and losses for investors.
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Never feed him after midnight
Delve into a reflection on the fascination with the United States, the evolution of its image and the misunderstandings surrounding trade deficits.
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Portfolios: situation as of 01.08.2025
After a half-year of volatility and uncertainty, the summer of 2025 promises to be complex for financial markets and investment portfolios.
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Composition of the determining portfolio by mid-2025
Learn how the Determinant Portfolio invests in undervalued stocks using a bottom-up, value-based approach to mitigate the risks associated with market overvaluation.
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Volkswagen vs Tesla: Clash of Extremes
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.
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Portfolios: situation as of 01.07.2025
Discover how the pursuit of financial independence inspires legendary investors, and follow the June portfolio roundup.
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Portfolios: situation as of 01.06.2025
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 »
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