New strategy: Long/Short
Discover our new "Long/Short" portfolio strategy, incorporating bearish positions to optimize performance while reducing volatility.
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Portfolio
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.
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Portfolio Redesign: Micro Caps, Blue Chips Strategies and Real Estate Opportunities in Switzerland
Discover the latest developments in my investment strategies, including adjustments to Micro Caps, Blue Chips and Real Estate, and how to optimize your portfolio.
Determinant portfolio: situation as of 01.12.2024
Discover the recent transformations of our portfolio, with an exceptional performance of +4.8% this month, largely outperforming the Swiss market.
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Determinant portfolio: situation as of 01.11.2024
The Determinant Portfolio recorded a positive performance in October, outperforming its MSCI Switzerland benchmark which remained in the red. Following extensive testing and analysis, several strategic changes were made, including the removal of positions in cryptocurrencies and US Treasuries, with the aim of simplifying and optimizing the portfolio.
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Upcoming news on dividendes.ch
Discover the latest developments in our content and our thoughts on investing, strategies adapted to market trends. Feel free to ask your questions or share your suggestions to improve our approach together!
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Determinant portfolio: situation as of 01.10.2024
The determining portfolio posted an excellent performance of +1.2% in September, significantly outperforming the MSCI Switzerland which fell by -1.7%. Since the beginning of the year, the performance reached +14.8% in CHF, demonstrating efficient management with controlled volatility and a Sharpe ratio above the market.
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Determinant portfolio: situation as of 01.09.2024
The Determinant Portfolio closed August at 0% despite a turbulent month, with an annual performance of 13.6%, outperforming the MSCI Switzerland. Discover the detailed performance analysis, including the comparison with the S&P 500 and the Sharpe ratio, as well as the adjustments planned for September.
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