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English Portfolio Management

Vanguard Model Portfolio and 2025 Asset Allocation

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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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 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 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.

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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.

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Français Portfolio Management

Caractéristiques des ETF

Concentrez-vous sur les paramètres primaires si vous effectuez vos premiers investissements en ETFs, puis augmentez progressivement vos connaissances.

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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.