Category: Basics

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 want to change that, at least for...
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...
22. Januar 2026
• KEINE COMMENTS

Long-term investment: These 7 principles are (very) important to us!

For a successful, long-term investment, you need a reliable compass. We are convinced of this. In this article, you'll find out which 7 principles we follow to the letter - and where...
For a successful, long-term investment, you need a reliable compass. We are convinced of this. In this article, you'll find out which 7 principles we...
5. Juni 2023
• KEINE COMMENTS

ETFs: The investment revolution

As we have already shown in previous articles, there is no getting around the asset class "equities" when it comes to long-term, return-oriented investments. However, instead of taking an unnecessarily high risk...
As we have already shown in previous articles, there is no getting around the asset class "equities" when it comes to long-term, return-oriented investments. However,...
3. Dezember 2018
• KEINE COMMENTS
Figure 6: Restoring the originally defined asset allocation with rebalancing

Rebalancing: How to get your portfolio back on track

Your portfolio is set, your asset allocation is determined - and then the markets do what they want. Prices rise, fall, shift. Suddenly your portfolio no longer matches your risk profile. Does...
Your portfolio is set, your asset allocation is determined - and then the markets do what they want. Prices rise, fall, shift. Suddenly your portfolio...
26. November 2018
• KEINE COMMENTS
Figure 5: Asset allocation is probably the most important success factor when investing money

Asset allocation: the nuts and bolts of your investment

How much of your assets should be invested in shares - and how much should stay in your bank account? The answer to this question is the most important decision when investing...
How much of your assets should be invested in shares - and how much should stay in your bank account? The answer to this question...
19. November 2018
• KEINE 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 theory - and in the only real...
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...
12. November 2018
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Figure 3: Return, availability and security are the three competing objectives when investing money

The magic triangle of investment - or the fine art of compromise

Why does one investment yield an attractive return while another barely beats inflation? The answer lies in the magic triangle of investing - and in a conflict of objectives that no one...
Why does one investment yield an attractive return while another barely beats inflation? The answer lies in the magic triangle of investing - and in...
5. November 2018
• KEINE COMMENTS
Figure 2: In contrast to equity investments, a substantial increase in the value of a savings account remains an illusion.

Investing money instead of saving - what the figures really show

What happens if you leave CHF 10,000 in a savings account for several decades - and what happens if you invest it broadly in equities? Saving feels safe. Investing money sounds risky....
What happens if you leave CHF 10,000 in a savings account for several decades - and what happens if you invest it broadly in equities?...
29. Oktober 2018
• KEINE COMMENTS