Categories
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).

Categories
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.

Categories
English Portfolio Management

Passive ETFs vs. mutual funds and active ETFs

Index ETFs are the investment vehicles of choice for international private investors.

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English Portfolio Management

Choice of indices

Index ETFs meet the criteria of passive management and allow for market performance, low fees, diversification and transparency.

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English Portfolio Management

Your individual strategic allocation

Your asset allocation will vary over your life cycle, and you should invest and position your overall capital differently as a young adult, mature adult and senior.

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English Markets

Market situation for the individual investor in Q4 2021

If interest rates rise in the US in 2023 and in Europe in 2024, a decline in equity returns is likely in the medium term for developed countries and US large caps.

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English Portfolio Management

The principles of strategic asset allocation

Your strategic asset allocation will be your starting point before venturing into the stock market but the coming end of expansive fiscal and monetary policy and the high valuation of U.S. growth stocks may require a different implementation of your asset allocation.

Categories
English Personal finance

Take back control of your finances

There are many ways to enjoy life without going broke and without having to count every penny. It’s up to you to find your personal financial balance !