Categories
English Portfolio Management

FX fair value: Long-term entry level:

Based on the valuation of equities, but also currencies, the global macro investor will be able to build a diversified portfolio of ETFs.

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English Markets

Stagflation (Q2 2022)

The environment has become unfavorable for virtually all investments, but the investors should be reluctant to make significant portfolio changes based on uncertain alpha research.

Categories
English Markets

War in Ukraine and the views of Carmignac and Shiller (Q1 2022)

One should be careful with concentrated ETFs as we have seen during this first quarter in case of ETFs focused on Russia, but also on a specific region (Eastern Europe) or on a theme (BRIC).

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English Retirement planning

The Guide Finances investment model for a robust personal financial planning

You can consider investing in markets with abnormally cheap currencies and look more closely at ratios that consider the share prices.

Categories
English Retirement planning

Occupational pension funds in Switzerland

The two pillars will form an annuity that protects you against the risk of longevity but do not overload your second pillar.

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English Personal finance Portfolio Management

First-time investments

Whether this is your first investment, but also if you want to make sure you don’t make a mistake, you need to clarify the following three questions: when, how much and how to invest.

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English Portfolio Management

Investment platform

In serious jurisdictions your ETFs are largely protected in case of broker or custodian default, since they will be separated from the bankrupt estate.

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English Retirement planning

Private pension provision (3rd pillar)

A pension plan on an individual basis generally gives better results than the more expensive 3b solutions of banks and insurance companies (managed funds or life insurance).

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English Portfolio Management

ETFs in practice

Consider ETFs as the building blocks of your wealth without forgetting to take into account the price level and your overall portfolio before investing.

Categories
English Portfolio Management

Features between ETFs

Focus on the primary features if you are making your first investments in ETFs, then gradually increase your knowledge.