Monthly Asset Allocation
Trends remain stable this month, with no notable changes to report. Discover our detailed analysis of the situation which remains unchanged compared to last month.
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Portfolio
Monthly Asset Allocation
Discover the monthly report that shows complete stability of the indicators compared to the previous month. A detailed analysis that allows you to understand current trends and their implications.
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Monthly asset analysis: notable changes in bond allocation
Check out the latest updates to our asset allocation with few notable changes this month. The main change is the bond allocation which is now converted to cash.
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Portfolio development: status of securities
Discover the new composition of my investment portfolio after several weeks of reshuffling, with a significant portion of cash still to be invested. This update provides a detailed overview of current positions, including international equities and quality names, while explaining my conservative long-term allocation strategy.
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Monthly Asset Allocation
Discover my monthly in-depth analysis on portfolio diversification, covering bonds, gold, real estate and equities from developed and emerging markets. I share my target tactical allocations and investment strategies between cash and invested positions, with a particular focus on ETFs and direct equities.
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Investment Strategies: Adjusting My Portfolio in Times of Volatility
I am sharing my recent portfolio adjustments and investment strategy in the face of a currently highly valued market. In an effort to be prudent, I have diversified my positions into less popular but potentially more resilient stocks, while maintaining my commitment to providing free and reasonable investment advice to my readers.
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Performance 2016
An investor shares his annual stock portfolio review and dividend strategy, with attractive performance despite reduced volatility compared to the S&P. He also discusses his goal of financial independence and thanks his readers while hoping for a market correction to seize new investment opportunities.
Performance for the first half of 2016
The performance analysis of the CHF portfolio reveals an effective defensive strategy, particularly visible during Brexit where dividend-paying stocks held up better than the market. Investments in defensive sectors (food, healthcare, household) as well as hedging strategies have enabled steady progress towards financial independence, with a notable increase in dividends received compared to the previous year.
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