Portfolios: situation as of 01.05.2025
Financial markets are oscillating wildly under Trump's influence, with stock market performance in decline and the dollar in free fall.
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dollar
Investment strategies in the face of political change and aversion to US assets
In the face of current economic uncertainties and fluctuations in U.S. assets, learn how to adjust your investment portfolio to ensure its resilience.
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Portfolios: situation as of 01.04.2025
Explore how markets and portfolios performed in March 2025, as the S&P 500 suffered and defensive strategies proved effective.
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Upcoming news on dividendes.ch
Discover the latest developments in our content and our thoughts on investing, strategies adapted to market trends. Feel free to ask your questions or share your suggestions to improve our approach together!
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Determinant portfolio: situation as of 01.10.2024
The determining portfolio posted an excellent performance of +1.2% in September, significantly outperforming the MSCI Switzerland which fell by -1.7%. Since the beginning of the year, the performance reached +14.8% in CHF, demonstrating efficient management with controlled volatility and a Sharpe ratio above the market.
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Determinant portfolio: situation as of 01.09.2024
The Determinant Portfolio closed August at 0% despite a turbulent month, with an annual performance of 13.6%, outperforming the MSCI Switzerland. Discover the detailed performance analysis, including the comparison with the S&P 500 and the Sharpe ratio, as well as the adjustments planned for September.
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Key portfolio: situation at 01.08.2024
The Determinant Portfolio posted a strong performance in July with a gain of 2.5%, bringing its annual return to 13.7% in CHF and outperforming the Swiss market. Despite the fall of the dollar, the portfolio maintains remarkably low volatility and an excellent Sharpe ratio, demonstrating its robustness in current market conditions.
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Determinant portfolio: situation as of 01.06.2024
The Determinant Portfolio closed April with an excellent gain, surpassing profitability expectations despite slightly underperforming the MSCI Switzerland Index. The various investment strategies show promising results, with a particularly favourable Sharpe ratio and well-controlled volatility, demonstrating effective portfolio management since its launch.
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