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.
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Portfolio
Portfolios: situation as of 01.05.2025
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 »
Investment strategies in the face of political change and aversion to US assets
In the face of current economic uncertainties and fluctuations in U.S. assets, learn how to adjust your investment portfolio to ensure its resilience.
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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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Portfolios: situation at 01.03.2025
Discover the performance of the Determinant Portfolio in February, highlighting the gains of the Blue Chips and the challenges of the Micro Caps, while ensuring your vigilance in the face of market uncertainties.
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Portfolios: situation at 01.02.2025
Discover the January 2025 performance of investment portfolios and benchmarks, with notable gains and strategies to watch.
Portfolios: situation at 01.02.2025 Read More »
New strategy: Long/Short
Discover our new "Long/Short" portfolio strategy, incorporating bearish positions to optimize performance while reducing volatility.
New strategy: Long/Short Read More »
Determinant portfolio: situation as of 01.01.2025
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 »