Model portfolios – Swiss focus

valid from 20.01.2026

Status quo

The financial markets got off to a strong start in the new year. Geopolitical tensions and political uncertainties have done little to change this so far. The market environment is thus strikingly reminiscent of the end of last year. Gold continues to benefit as a hedge in this environment. At the same time, the stock markets also posted above-average gains. It is still not the large American corporations that are gaining the most, but technology stocks from South Korea and Taiwan. This confirms our positive assessment of emerging market investments. Global value stocks also got off to a strong start to the year and are once again benefiting from their broad sector allocation. In Switzerland, the economic situation remains subdued. Inflation is stagnating at a low level, which is leading to renewed discussion of negative interest rates. Against this backdrop, we are maintaining our overweight position in Swiss real estate, which offers attractive stable distribution yields.

Interest income

Liquidity 2,5%, income 96%, equities 14,5%, alternative investments 14%
Source: PostFinance

Income

Liquidity 2,25%, income 54,5%, equities 29,25%, alternative investments 14%
Source: PostFinance

Balanced

Liquidity 2%, income 35%, equities 49%, alternative investments 14%
Source: PostFinance

Growth

Liquidity 1,5%, income 16%, equities 68,5%, alternative investments 14%
Source: PostFinance

Capital gains

Liquidity 5,5%, income 0%, equities 86%, alternative investments 8,5%
Source: PostFinance
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