For Swiss investors, considering the Vanguard model portfolio may be a good starting point to build a solid portfolio. Vanguard Approch on Asset Allocation Given today’s uncertain environment, it is crucial for investors to remain disciplined and avoid panic-driven decisions. Vanguard’s Model Portfolio provides a framework for long-term investment allocation, offering different risk profiles based […]
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For our last yearly review, we look at insightful perspectives from three reference investors: a provocative contrarian, a global macro and a value investor: Searching for Value Amidst High Asset Prices The provocative contrarian Marc Faber, in his Gloom Boom Doom report, raises critical questions about the sustainability of current asset valuations. He highlights a growing dichotomy […]
Based on a value approach to currencies and equity markets, the focus will be on Asian equities (excluding Japan), Japan and the United Kingdom for this quarter.
Market sentiment Looking ahead , the global economic outlook points to slower growth. While consumer spending is expected to remain positive, albeit at a slower pace than last year, some benchmark investors are showing signs of caution. For example, Berkshire Hathaway’s cash position will probably reach $200 billion by the end of the current quarter, […]
At the start of this year, we review W. Buffett’s latest letter to his shareholders, the market situation in the USA, China and other geographies, and conclude with a few practical considerations. W. Buffett’s principles In his letter to Berkshire investors for the 2023 financial year, W. Buffett recalls his main investment principles following the […]
The best investment results come from exploiting the differences between the way things are supposed to work and the way they currently do.
The dilemma central banks between financial instability and high inflation continues.
You can consider many investing platforms: For beginner investors in Europe and Switzerland, DEGIRO is one of the best options. Here you will find essential information on the advantages, use and conditions of DEGIRO for your passive ETF investments. Why DEGIRO DEGIRO is a European broker from the Netherlands that offers access to a good […]
Although equity markets have had worse episodes, rarely have things been so catastrophic in so many asset classes than 2022.
By tracking key ETF price ratios (PER and PEG) and forex levels, you can identify good entry points into regions and currencies for long-term investing.
