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Swiss finance blog posts

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Factor Investing

Is factor investing worthwhile? The 5 most important factor premiums in the yield check

The overall market beats most active fund managers. But is there a passive strategy that can outperform the overall market in the long term? Factor…

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20. März 2026 0 Comments
ETF taxes

ETF taxes Switzerland: Optimize your portfolio with these 5 tax-saving tips

We are all too happy to ignore it, but at the beginning of every year it catches up with us mercilessly: the Swiss tax return….

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12. März 2026 45 Comments
Best ETFs Switzerland and global

Best ETFs Switzerland and global 2026: And the Winner is…

Over 2,000 ETFs on the SIX Swiss Exchange alone – and the number is growing all the time. For many investors, making the right choice…

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30. Januar 2026 192 Comments

Lay the foundation for your financial freedom in 2026 with these 5 financial resolutions

Dry January, veganuary, more sport or all of the above? As sensible as these and other resolutions may be, unfortunately they are often short-lived. We…

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22. Januar 2026 2 Comments
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Last commented

Lombard loan when buying ETFs: a booster for your return on equity or playing with fire?

This time we are addressing a very controversial topic: leveraging return on equity using equity ETFs on credit. Yes, even more: for many investors, including…

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2. Juli 2023 14 Comments
Interactive Brokers Switzerland Experience

Interactive Brokers Switzerland experience (2026): Best broker for Swiss investors?

Since its foundation in 1977, Interactive Brokers has developed from a US pioneer in electronic trading to one of the world’s leading online brokers. In…

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9. April 2022 190 Comments
Best ETFs Switzerland and global

Best ETFs Switzerland and global 2026: And the Winner is…

Over 2,000 ETFs on the SIX Swiss Exchange alone – and the number is growing all the time. For many investors, making the right choice…

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30. Januar 2026 192 Comments

Diversification: The only “free lunch” when investing

Why does a broadly diversified portfolio beat the supposedly smartest stock tip? The answer lies in one of the most powerful concepts of modern financial…

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12. November 2018 8 Comments
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Popular

Best ETFs Switzerland and global

Best ETFs Switzerland and global 2026: And the Winner is…

Dry January, veganuary, more sport or all of the above? As sensible as these and other resolutions may be, unfortunately they are often short-lived. We…

Learn more “
30. Januar 2026 192 Comments

Saxo Bank experience (2026): Best Swiss broker after the drop in fees?

Dry January, veganuary, more sport or all of the above? As sensible as these and other resolutions may be, unfortunately they are often short-lived. We…

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3. Januar 2026 18 Comments
Yuh experiences

Yuh experiences (2026): What the star in the Swiss neobanking firmament can do – and what it can’t

Dry January, veganuary, more sport or all of the above? As sensible as these and other resolutions may be, unfortunately they are often short-lived. We…

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4. Oktober 2023 36 Comments
Interactive Brokers Switzerland Experience

Interactive Brokers Switzerland experience (2026): Best broker for Swiss investors?

Dry January, veganuary, more sport or all of the above? As sensible as these and other resolutions may be, unfortunately they are often short-lived. We…

Learn more “
9. April 2022 190 Comments

Our mission

Our mission is simple: with this independent financial blog, we want to provide as many people in Switzerland as possible with relevant knowledge for sustainably successful investing – as a solid foundation on the path to greater financial freedom.

We are convinced that many investors today are losing money unnecessarily and not realizing their wealth potential – often due to a lack of independent and comprehensible financial education.

Learn to invest scientifically
in 8 Lessons

LESSON 1:

In the long term,
Equity investments
yield significantly better
than a savings account

LESSON 1:

In the long term,
Equity investments
yield significantly better
than a savings account

LESSON 2:

There is (unfortunately) no return without
risk

LESSON 2:

There is (unfortunately) no return without
risk

LESSON 3:

Diversify for an optimal risk/return ratio

LESSON 3:

Diversify for an optimal risk/return ratio

LESSON 4:

Organize your assets according to
your personal risk profile

LESSON 4:

Organize your assets according to
your personal risk profile

LESSON 5:

Pay attention to the balance of your investment

LESSON 5:

Pay attention to the balance of your investment

LESSON 6:

Invest passively
using ETFs

LESSON 6:

Invest passively
using ETFs

LESSON 7:

Choose low-cost, broad-market ETFs

LESSON 7:

Choose low-cost, broad-market ETFs

LESSON 8:

Take action
and invest in your first ETF at

LESSON 8:

Take action
and invest in your first ETF at
Learn to invest – Let’s go!

About us

“We don’t want to sell you a smart investment product or give you surefire stock market tips.”

We, Stefan and Toni, are self-determined private investors and founders of this independent Swiss financial blog.

We realized our shared passion for financial topics in 2017 at work or thanks to a chance encounter in front of the coffee machine.

This was followed by unsparing book reviews, critical appraisals of more or less established financial theories and – by Swiss standards – an above-average open exchange about our own investments.

Speaking of investments, we both pursue a broadly diversified, long-term buy-and-hold strategy out of conviction, taking different asset classes into account.

And one more thing: we don’t want to sell you a “smart” investment product or give you “sure-fire” stock market tips. Instead, we actively support you in making more of your money and becoming your own financial advisor.

...

Stefan

CO-FOUNDER SWISS FINANCE BLOG

  • Dipl. Betriebsökonom FH / MAS Real Estate, supplemented by practical training as a financial advisor
  • in financial matters characterized by the portfolio theory according to Markowitz and Kommers “Investing with confidence”
  • pursues a core-satellite strategy with a global equity portfolio of ETFs and an admixture of alternative investments
  • Interested in traveling, photography and financial freedom
  • living with family in Zurich
...

Antun (“Toni”)

CO-FOUNDER SWISS FINANCE BLOG

  • M.Sc ETH Mechanical Engineering / Master in Business Administration
  • in financial matters characterized by Kommers “Investing with confidence” and the Fama-French five-factor model
  • invests in a global equity portfolio of ETFs
  • Interested in sports, technology and entrepreneurship
  • Living with family in the Zurich region