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Determinant portfolio: situation as of 01.04.2024

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Discover the detailed analysis of the monthly performance of the determining portfolio compared to the MSCI Switzerland index, with a particular focus on the Quality Value Momentum, Blue Chips Trading, and Tactical Asset Allocation strategies. Despite a slight underperformance compared to the Swiss market this month, the portfolio maintains an excellent Sharpe ratio and a consistent lead over the long term.

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Determinant portfolio: situation as of 01.03.2024

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The Determinant Portfolio has performed exceptionally well this month, significantly outperforming the Swiss market across all strategies, including the remarkable performance of Trading Auto Signal and TAA. Since its launch, the portfolio has maintained a lead over the MSCI Switzerland, demonstrating the strength of its long-term investment strategy.

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Determinant portfolio: situation as of 01.10.2023

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Swiss financial markets experienced an unexpected rebound following the SNB’s decision to keep rates unchanged, leading to a significant easing of the Swiss franc against other currencies. The Determinant Portfolio has maintained a slightly better performance than the MSCI Switzerland since its launch, with lower volatility and a better Sharpe ratio.

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Determinant portfolio: situation as of 01.07.2023

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The Swiss franc continues its ascent against other currencies, particularly the dollar and the yen, forcing exceptional performances in foreign currencies. The various strategies in the portfolio are showing encouraging results, with in particular good results from the Trading Auto Signal and a structural reorganization of the portfolio into four distinct strategies.

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Performance for the first half of 2016

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The performance analysis of the CHF portfolio reveals an effective defensive strategy, particularly visible during Brexit where dividend-paying stocks held up better than the market. Investments in defensive sectors (food, healthcare, household) as well as hedging strategies have enabled steady progress towards financial independence, with a notable increase in dividends received compared to the previous year.

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