Investing to become financially independent
Investing to become financially independent
Analysis of the mixed performance of the investment portfolio in May, with a significant impact from the strength of the Swiss franc, particularly against the Japanese yen. Despite recent challenges in the QVM and Blue Chip strategies, a catch-up outlook is envisaged, supported by historical data and strategic adjustments to the portfolio.
Determinant portfolio: situation as of 01.06.2023 Read More »
Analysis of the investment portfolio's performance in April, marked by a striking contrast between the strong rise in the Swiss market and the slight decline in the US stock market. Focus on the impact of currencies and the strategic reorganization of the portfolio, with notable changes in asset management and the abandonment of raw materials.
Determinant portfolio: situation as of 01.05.2023 Read More »
The Swiss market experienced marked fluctuations in February, oscillating between euphoria and depression, while our portfolio was more resilient. Stay tuned to discover our latest strategies and their potential impact starting next month!
Key portfolio: situation at 01.03.2023 Read More »
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 »
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 »
After more than 20 years in the professional world, I share my journey towards financial independence and my decision to leave the traditional world of work. A personal reflection on the challenges of the modern professional world and how I managed to build an alternative to live differently.
Assessment of almost a quarter of a century of employment Read More »
The LPP, the Swiss occupational pension system, aims to maintain the standard of living of retirees but faces significant challenges regarding conversion rates and pensions. Discover the current issues of the Swiss pension system and how to optimize your pension, in particular via the OEPL for real estate investment.
Decline of the second pillar: LPP in danger and consequences for your retirement Read More »
In this article, the author shares his harrowing experience of separation and divorce, revealing the emotional and financial challenges he faces. With a message of hope, he encourages his readers to enjoy life and focus on the essentials despite the hardships.