Investing to become financially independent
Investing to become financially independent
Discover the latest developments in my investment strategies, including adjustments to Micro Caps, Blue Chips and Real Estate, and how to optimize your portfolio.
Discover the recent transformations of our portfolio, with an exceptional performance of +4.8% this month, largely outperforming the Swiss market.
Determinant portfolio: situation as of 01.12.2024 Read More »
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.
Determinant portfolio: situation as of 01.11.2024 Read More »
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!
Upcoming news on dividendes.ch Read More »
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.
Determinant portfolio: situation as of 01.10.2024 Read More »
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.
Determinant portfolio: situation as of 01.09.2024 Read More »
The Determinant Portfolio posted a strong performance in July with a gain of 2.5%, bringing its annual return to 13.7% in CHF and outperforming the Swiss market. Despite the fall of the dollar, the portfolio maintains remarkably low volatility and an excellent Sharpe ratio, demonstrating its robustness in current market conditions.
Key portfolio: situation at 01.08.2024 Read More »
The Determinant Portfolio closed April with an excellent gain, surpassing profitability expectations despite slightly underperforming the MSCI Switzerland Index. The various investment strategies show promising results, with a particularly favourable Sharpe ratio and well-controlled volatility, demonstrating effective portfolio management since its launch.
Determinant portfolio: situation as of 01.06.2024 Read More »