Investing to become financially independent
Investing to become financially independent
The US tax authorities will impose a new 10% withholding tax on sales of listed partnerships (PTPs) for foreign investors as early as January 2024. This measure will impact not only energy companies but also many commodity and currency-linked ETFs, requiring a prudent review of investment portfolios.
Tax withholdings on partnerships listed on the US stock exchange from 01.01.2023 Read More »
Learn how the market’s technical rebound in October benefited the Swiss Performance Index, as our strategy aims to reduce volatility while maximizing returns. By re-evaluating large-cap stocks, we guide you toward an optimized allocation, ready to meet the challenges of the current year.
Determinant portfolio: situation as of 01.12.2022 Read More »
In October, the stock market experienced a technical rebound, despite mixed performances from some portfolio positions. Learn how the introduction of new assets, particularly the dollar, can provide opportunities for profitability in an uncertain economic environment.
Determinant portfolio: situation as of 01.11.2022 Read More »
Find out why Interactive Brokers and Degiro dominate the broker market in Switzerland and Europe, offering reliable and cost-effective services for savvy investors. Charles Schwab also stands out as a key player thanks to its excellent service, appealing to even the most skeptical.
Charles Schwab & TD Ameritrade Read More »
The decisive portfolio maintained its resilience in the face of September's market turbulence, marked by rising US rates and the partial mobilization in Russia. In an uncertain economic and geopolitical context, characterized by galloping inflation and international tensions, diversification of investment approaches is becoming more crucial than ever to optimize performance while minimizing risk.
Determinant portfolio: situation as of 01.10.2022 Read More »
The Determinant Portfolio maintains its resilience despite a turbulent market, posting encouraging performance relative to the MSCI Switzerland Index. This analysis explores August’s developments, particularly in US Corporate High Yield bonds, while announcing some interesting potential changes for the months ahead.
Determinant portfolio: situation as of 01.09.2022 Read More »
An insightful look at the paradox of the stock market, where one can be simultaneously right and wrong depending on the time scale chosen. Through an analysis of the Bull and Bear positions, discover how perspective and patience can influence success in the stock market, as suggested by Stephen King's famous quote about the stopped clock.
Bull, Bear: Who's right, who's wrong? Read More »
In a process of continuous optimization, discover the strategic changes made to the investment portfolio, particularly concerning real estate and trading on the Nasdaq. The detailed analysis of the momentum and outlook on cryptocurrencies, in particular Bitcoin and Ethereum, offers a clear vision to approach the second half of the year with confidence.
Determining portfolio: changes from 01.08.2022 Read More »