Model portfolios – Swiss focus

valid from 13.02.2024

Bottom formation

The economic environment remains difficult. The recession in the goods sector is weighing on the economies of Europe and China in particular. In addition, the leading economic indicators remain at a low level. However, the worst of the recession in the goods sector may be behind us. Sentiment in industry has improved for the first time in a long time and goods prices have also stopped falling recently and have even risen slightly. This seems to indicate that the economy is bottoming out. The European economy in particular could benefit from this. We are therefore slightly reducing our underweight in European equities. Overall, however, we remain defensively positioned.

Interest income

Liquidity 10%, fixed income 64%, equities 15%, alternative investments 11%
Source: PostFinance

Income

Liquidity 10%, fixed income 50%, equities 29%, alternative investments 11%
Quelle: PostFinance

Balanced

Liquidity 9%, fixed income 31%, equities 49%, alternative investments 11%
Source: PostFinance

Growth

Liquidity 9%, fixed income 11%, equities 69%, alternative investments 11%
Quelle: PostFinance

Capital gains

Liquidity 8%, fixed income 0%, equities 86%, alternative investments 6%
Source: PostFinance
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