A diversified portfolio can still depend on one legal and custody infrastructure. Here is how Swiss investors can think about that hidden concentration without building an unnecessarily complicated offshore structure. Modern investors have become very good at diversifying what they see. A single global ETF can provide exposure to thousands of companies across dozens of […]
Category: Portfolio Management
From targeted technology restrictions to severe market fragmentation: the same Chinese company can carry very different risks depending on whether it is held as an ADR, Hong Kong share, A-share or ETF The obvious reaction to the Sberbank experience is to ask whether China could one day present the same problem. It is also the […]
Why valuation, diversification and a Swiss passport were not enough when sanctions, capital controls and financial plumbing collided Investors normally think about risk in terms of price. A company can earn less than expected, interest rates can rise, currencies can fall, competitors can improve, or an expensive share can simply become cheaper. Diversification exists largely […]
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 […]
Based on the valuation of equities, but also currencies, the global macro investor will be able to build a diversified portfolio of ETFs.
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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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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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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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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Caractéristiques des ETF
Concentrez-vous sur les paramètres primaires si vous effectuez vos premiers investissements en ETFs, puis augmentez progressivement vos connaissances.
