inflation

Determinant portfolio: situation as of 01.10.2022

/ / Portfolio / 22 Comments

The decisive portfolio maintained its resilience in the face of September's market turbulence, marked by rising US rates and the partial mobilization in Russia. In an uncertain economic and geopolitical context, characterized by galloping inflation and international tensions, diversification of investment approaches is becoming more crucial than ever to optimize performance while minimizing risk.

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Inflation and rising rates: how to take advantage of them? (members only)

/ / Dividends & Stock Market / 2 Comments

Faced with galloping inflation and historically low rates, central banks are slow to act despite the urgency of the situation. In this context, the financial sector, particularly banks and insurance companies, presents interesting investment opportunities with quality securities offering generous returns.

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Performance 2021

/ / Portfolio / 7 Comments

Discover the results of a stock market year in which my portfolio was largely outpaced by the S&P and SPI indices, despite encouraging dividends. In this context of a boosted bull market and a US technology bubble, I share my thoughts on the importance of a geographical balance in investments and my outlook for the year ahead.

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Market Performance Analysis in the First Half of 2021: Investment Strategies and Future Outlook

/ / Portfolio / 5 Comments

Discover why the stock market continues to defy expectations and explore strategies to prepare your portfolio for an inevitable correction. Learn how to navigate high valuations and investment opportunities to avoid the pitfalls of an overheated market.

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