Investing to become financially independent
Investing to become financially independent
The 2008 financial crisis, triggered by the collapse of Lehman Brothers, exposed the flaws of the too-big-to-fail banking system and the controversial role of the state as savior of capitalism. Faced with the strong franc and current economic challenges, Swiss companies and the banking sector must adapt, while the government and the SNB remain surprisingly passive.
When will there be an interplanetary monetary fund? Read More »
Find out how the performance of your portfolio can be affected by currency fluctuations, particularly between the euro and the Swiss franc. With an investment strategy focused on stocks that react positively to changes in the dollar, you can optimize your results in your reference currency.
Currency risk and new portfolio securities Read More »
Given the record and worrying strength of the Swiss franc, which is weighing on the performance of our portfolio and Swiss exporting companies, caution is required. Despite limited investment options in this context, particularly in luxury with Richemont or Swiss real estate, we remain patient while waiting for the next dividend distribution period.
Unhealthy strength of the Swiss franc Read More »
As promised, we are adding five new stocks to our portfolio this week: COP, UTX, PX, IBM and EMR. They join the latest newcomers, GD and AZN. All are listed on the NYSE and are considered by our algorithm as stocks to watch or hold if you already own them. We would have
Financial markets often go through periods of purge through wars and catastrophes, as evidenced by the post-World War II eras and recent events. In this volatile environment, the investment strategy focused on growing dividends offers an interesting perspective to achieve financial independence, especially with the addition of solid stocks like General Dynamics to the portfolio.
Buy at the sound of the cannon Read More »
Defensive stocks proved their resilience in the face of market turbulence caused by the Arab revolutions and disasters in Japan, with the portfolio growing despite oil's volatility. Our defensive, dividend-driven strategy continues to outperform the market, offering higher returns with lower volatility.
The best attack is defense Read More »
The persistent weakness of the dollar against the Swiss franc is impacting our investment portfolio, with a drop in profitability since February. Despite this delicate context, attractive investment opportunities remain, notably in defensive stocks such as Johnson & Johnson, while the US market is showing signs of overvaluation according to Warren Buffett's favorite indicator.
The portfolio suffered a drop in profitability to -4.74% following the fall of CenturyLink, but maintained a solid performance in euros with a Sharpe ratio higher than the benchmark indices. Dividends continue to rise, and new stocks such as Novartis and Roche are now being monitored to diversify the portfolio.
Released by CenturyLink... Read More »