Model portfolios – Swiss focus

valid from 17.09.2024

Hot-cold bath

The market turbulence at the beginning of August was followed by a rapid recovery, which however proved to be unsustainable. At the beginning of September, ongoing economic concerns in the US put the markets under pressure once again. The markets are thus behaving like a hot and cold bath, with either fear of an economic downturn or optimism that the bad weather will soon pass dominating in turn. Overall, the situation remains fragile and we continue to remain cautiously positioning.

Interest income

Liquidity 5%, fixed income 68%, equities 15%, alternative investments 12%
Source: PostFinance

Income

Liquidity 8%, fixed income 53%, equities 30%, alternative investments 12%
Quelle: PostFinance

Balanced

Liquidity 5%, fixed income 33%, equities 50%, alternative investments 12%
Source: PostFinance

Growth

Liquidity 5%, fixed income 13%, equities 70%, alternative investments 12%
Quelle: PostFinance

Capital gains

Liquidity 5%, fixed income 0%, equities 88%, alternative investments 7%
Source: PostFinance
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