Portefeuilles : situation au 01.09.2025
Les marchés oscillent entre euphorie technologique et incertitudes, créant un sentiment paradoxal de gains et pertes simultanés pour les investisseurs.
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diversification
Portfolios: situation as of 01.08.2025
After a half-year of volatility and uncertainty, the summer of 2025 promises to be complex for financial markets and investment portfolios.
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Portfolios: situation as of 01.06.2025
The US market rebounded in May, with the S&P 500 rising sharply in CHF, but the reality remains more nuanced for investors.
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Beyond Browne: PP 2.0 and 2.x
Discover how to optimize Harry Browne's permanent portfolio to improve returns while controlling volatility with innovative investment strategies.
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The permanent portfolio: Harry Browne's strategy
The Permanent Portfolio, conceived by Harry Browne in the 1970s, is an investment strategy designed to maintain long-term stability. This approach is based on a balanced asset allocation between four main categories: 25% in equities, 25% in long-term bonds, 25% in gold and 25% in cash. This allocation is designed to perform over different economic cycles.
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Smart real estate investing: understanding ETFs and listed funds to diversify your assets
Real estate ETFs provide diversified and transparent investment opportunities in the real estate sector. These exchange-traded funds track the performance of real estate indices, providing investors with market exposure without the constraints of direct asset management.
The Wallet War: Intro
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.
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Determinant portfolio: situation as of 01.06.2023
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.
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