Model portfolios – Swiss focus: Neutralization of the US equity exposure

The increase in emerging market equities in December has paid off. They have performed particularly well recently. In the USA, on the other hand, it is becoming increasingly clear that the booming real estate market can make up for the weakness in the industry. Recession risks have therefore fallen for the short term. We are therefore now also neutralizing our position on American equities. We are maintaining our overweight in safe investments such as gold and the Japanese yen to reflect the fragility of the situation.

We are currently preparing to incorporate our tactical investment positioning into the relevant product solutions. These new investment solutions will be launched on the Swiss market during the course of 2020. We are implementing our house view in model portfolios, as shown below. Until the official launch of these new investment solutions, PostFinance is not providing any investment advice based on this tactical investment positioning and is not accepting any asset management mandates either.

Interest income

Liquidity 14%, equities 11%, fixed income 63%, alternative investments 12%
Source: PostFinance

Income

Liquidität 14%, Aktien 11%, Obligationen 63%, Alternative Anlagen 12%
Quelle: PostFinance

Balanced

Liquidity 7%, equities 48%, fixed income 33%, alternative investments 12%
Source: PostFinance

Growth

Liquidität 6%, Aktien 65%, Obligationen 17%, Alternative Anlagen 12%
Quelle: PostFinance

Capital gains

Liquidity 4%, equities 84%, fixed income 0%, alternative investments 12%
Source: PostFinance
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