Portfolios: situation as of 01.10.2025
Find out how our portfolios performed in September, with gold hitting record highs and outperforming benchmark indices.
Portfolios: situation as of 01.10.2025 Read More »
Find out how our portfolios performed in September, with gold hitting record highs and outperforming benchmark indices.
Portfolios: situation as of 01.10.2025 Read More »
Learn how the Determinant Portfolio invests in undervalued stocks using a bottom-up, value-based approach to mitigate the risks associated with market overvaluation.
Composition of the determining portfolio by mid-2025 Read More »
The 60/40 investment strategy, long considered the gold standard for portfolio management, is facing new challenges in today’s financial environment. This traditional approach, which involves allocating 60/13T of assets to stocks and 40/13T to bonds, is evolving to meet the realities of the modern marketplace.
The evolution of the 60/40 investment strategy in the face of new economic realities Read More »
Discover the benefits and risks of a 100 % stock portfolio. Learn how to maximize profitability while managing the volatility of this type of investment.
100% equity portfolio: advantages and risks Read More »
Discover an in-depth analysis of asset allocations and ETFs, exploring their effectiveness in terms of performance and risk. Focus on investment strategies and optimal diversification.
The Wallet War: Intro Read More »
Learn how to optimize your investment portfolio by combining dividend strategies and other approaches to maximize returns in the French and Swiss markets.
What works in Zurich & Paris: Dividend yield (conclusion) Read More »
Discover a comparative analysis of dividend yields between the French and Swiss markets, with a particular focus on the performances of the different quintiles. The study reveals interesting similarities between the two markets and highlights in particular the advantage of small companies paying good dividends over their peers of comparable size.
What works in Paris: Dividend yield Read More »
The analysis of dividend yield on the Swiss market reveals interesting trends, particularly for companies with moderate dividends that have performed the best on the stock market. However, this in-depth study shows the limits of a strategy based solely on dividends in Switzerland, suggesting the need to extend the analysis to other markets such as France.
What works in Zurich: Dividend yield Read More »