Investing to become financially independent
Investing to become financially independent
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.
Determinant portfolio: situation as of 01.01.2024 Read More »
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.
Determinant portfolio: situation as of 01.12.2023 Read More »
Markets fell sharply in October, marking a third consecutive month of declines comparable to the Covid-19 period. The Determinant Portfolio nevertheless maintains a slight lead over the MSCI Switzerland, with a better performance in terms of Sharpe ratio, while strategic changes are planned for early November.
Determinant portfolio: situation as of 01.11.2023 Read More »
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.
Determinant portfolio: situation as of 01.10.2023 Read More »
Harry Browne's Permanent Portfolio offers a balanced investment strategy that, like an all-season tire, aims to perform in all economic conditions. This approach is based on the principle that each economic cycle corresponds to a type of performing asset, thus maintaining stable profitability with low volatility.
Investing with just 5 ETFs: the permanent portfolio 2.0 Read More »
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.
The portfolio is recovering thanks to defensive stocks and the rebound of the dollar, despite a profitability still negative in CHF since February. Defensive stocks such as VFC, KO, CTL, ADP and MCD are showing positive performances, while the drop in oil makes commodity-related stocks more attractive.
Dollar and defensive stocks rebound Read More »
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 »