Model portfolios – Swiss focus

valid from 19.11.2024

Momentum

The financial markets were dominated by US politics last month. Following the election of Donald Trump as the next US president, the US stock markets soared. In particular, companies that are likely to benefit from Trump's promised tax cuts and deregulation, such as the financial sector, made strong gains. It seems quite possible that the momentum on the US equity markets will continue in the short term. We are therefore reducing our underweight in US equities at the expense of liquidity.

Interest income

Liquidity 4%, income 68%, equities 16%, alternative investments 12%
Source: PostFinance

Income

Liquidity 4%, income 53%, equities 32%, alternative investments 12%
Quelle: PostFinance

Balanced

Liquidity 3%, income 33%, equities 52%, alternative investments 12%
Source: PostFinance

Growth

Liquidity 3%, income 13%, equities 72%, alternative investments 12%
Quelle: PostFinance

Capital gains

Liquidity 3%, income 0%, equities 90%, alternative investments 7%
Source: PostFinance
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