Investing to become financially independent
Investing to become financially independent
A captivating retrospective of the stock market year with its ups and downs, where the author shares his experience of portfolio management in the face of market volatility. The text also explores his defensive investment strategy and his journey to financial independence, combining stocks and real estate.
The equity market trends update reveals a worrying direction, with equity valuations falling in the US and Switzerland. In this context, gold stands out as an attractive safe haven, offering interesting opportunities to adjust one’s portfolio in the face of current volatility.
Discover Lucerne Cantonal Bank (LUKB), a solid financial institution with around 1,000 employees that stands out as the second largest listed cantonal bank in Switzerland. With an impressive stock market performance and a conservative business model, LUKB offers an attractive investment opportunity despite a valuation slightly above its historical average.
Analysis of Lucerne Cantonal Bank (LUKN:SWX) Read More »
The monthly asset allocation summary table reveals a stagnant situation, with worrying signals despite a slight improvement in Japanese stocks. As the cash share increases, the author prepares to find good deals during the sales, hoping for positive stock market dynamics in the coming weeks.
Monthly Asset Allocation Review: Market Status and Investment Strategies Read More »
The updated monthly asset allocation table reveals a worrying trend, with almost all signals pointing downwards, but Swiss equities showing some resilience. Alternative strategies remain cautious in the face of dissuasive valuations, while real estate is emerging as the only clearly defined investment position.
State of the markets: monthly asset allocation strategies in turbulent times Read More »
Discover the latest market trends with our monthly asset allocation update, where Japanese equities show a notable comeback despite a challenging year. Also explore the opportunities and risks of emerging markets and real estate investments, to make informed decisions in an ever-changing economic environment.
Strategic readjustment: monthly asset allocation and the return of Japanese equities Read More »
Saint-Gobain, a world leader in building materials with a presence in many countries, has an attractive valuation and an improving financial situation with a Piotroski F-Score of 7/9. The company offers a good dividend yield, although the general stock market context calls for caution.
Analysis of Compagnie de Saint Gobain SA (SGO:PAR) Read More »
Barry Callebaut, a global leader in cocoa and chocolate products, recently acquired Petra Foods for $1.5 billion. While the company has good market visibility, its current valuation appears excessive compared to its historical performance, prompting caution for investors.
Analysis of Barry Callebaut (BARN:SWX) Read More »