Performance 2019
2021 Stock Market Review: A Record Year Despite a Difficult Start. Thanks to a diversified strategy including real estate, bonds, cash and gold, gains were made while maintaining reduced volatility.
2021 Stock Market Review: A Record Year Despite a Difficult Start. Thanks to a diversified strategy including real estate, bonds, cash and gold, gains were made while maintaining reduced volatility.
Despite a mixed start to the year, my portfolio has seen remarkable growth in recent weeks, even outperforming the markets. While opportunities exist in Canada, Australia and especially Japan, caution remains in order as regions trend negatively and cash reserves are slightly decreasing.
Monthly Asset Allocation Read More »
Explore the latest trends in monthly asset allocation as overheated stock markets continue to worry investors. With a focus on the need to embrace mistakes to maximize profitability, explore our strategies for today’s market volatility and opportunities.
Explore the latest stock market trends and how political volatility could impact your portfolio. With liquidity returning, it’s time to ask whether investment opportunities will emerge this summer.
Monthly Asset Allocation Strategies: How to Navigate a Volatile Market Read More »
Discover the latest trends in financial markets with a monthly asset allocation update, which reveals record valuations, particularly in Switzerland and the United States. As investors navigate between exuberance and caution, emerging opportunities, especially in Japan and emerging markets, are attracting increasing interest.
Monthly Asset Analysis: Market Trends and Investment Opportunities Read More »
The monthly analysis of asset allocation reveals particularly positive dynamics in emerging markets, offering attractive valuations despite the outperformance of US and Swiss indices. Investment opportunities are multiplying in particular in Europe and the United Kingdom, with particularly attractive dividends, while Japan could soon present promising undervalued stocks.
Monthly Asset Allocation Read More »
Discover the latest market trends with our monthly asset allocation update, where stocks are showing positive momentum despite valuations considered extreme. Investors are looking for attractive opportunities and preparing to make a strategic play during the market recovery.
Monthly Asset Allocation Strategies: Market Analysis and Opportunities to Seize Read More »
Discover the latest equity market trends after January's spectacular turnaround, with only two markets still down. Remain vigilant, because despite some interesting opportunities, skepticism persists as to the sustainability of this surge.
Monthly Asset Analysis: Market Returns and Opportunities to Seize in January Read More »