Investing to become financially independent
Investing to become financially independent
To become a true capitalist, you must first learn to save part of your salary before you can invest. The key is to pay yourself first by automatically setting aside 10 to 20% of your income, a simple but effective strategy for building your investment capital.
Our portfolio's performance improved significantly relative to the SMI, with the spread narrowing to -2.21% from -1.71%, boosted in particular by ADP's excellent performance on the Nasdaq. Controlled volatility and an improved Sharpe ratio testify to optimized risk management, despite the negative impact of dollar fluctuations.
Portfolio at December 4, 2010 Read More »
Despite the recent market downturn, our portfolio has maintained a relatively stable performance thanks to its defensive positions and the favorable evolution of the dollar. Volatility remains under control at 12.32% versus 17.57% for the SMI, while McDonald's continues to outperform the S&P 500 despite increased volatility.