Portfolios: situation as of 01.07.2025
Discover how the pursuit of financial independence inspires legendary investors, and follow the June portfolio roundup.
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sharpe ratio
Portfolios: situation as of 01.06.2025
The US market rebounded in May, with the S&P 500 rising sharply in CHF, but the reality remains more nuanced for investors.
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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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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 01.02.2024
Discover the exceptional performance of the determining portfolio that significantly outperforms the Swiss market at the beginning of the year, with remarkably low volatility. The QVM and Blue Chips strategies stand out in particular, delivering impressive results compared to the MSCI Switzerland index.
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Determinant portfolio: situation as of 01.01.2024
Financial markets present an interesting paradox in December, with the S&P reaching historic highs while the dollar collapses, particularly against the Swiss franc. A detailed analysis of the different investment strategies and portfolio performances reveals encouraging results, notably thanks to the surge in cryptocurrencies and controlled volatility.
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Determinant portfolio: situation as of 01.12.2023
Discover the latest optimizations of our portfolio allocation strategy, now focused on absolute momentum with a fixed asset weighting for better performance. The analysis shows that this new approach not only maintains a better Sharpe ratio than the market, but also significantly reduces portfolio volatility.
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