Model portfolios – Swiss focus

valid from 17.03.2025

After the financial markets reacted surprisingly calmly to the tariffs announced by the US administration last month, the situation has now changed significantly. Uncertainty about the economic consequences of this trade policy has increased noticeably, and both consumer confidence and the willingness of US companies to invest have fallen significantly. This development is having a particularly negative impact on the US equity markets, which suffered significant price losses last month. However, it remains unchanged that the US government will continue to use tariffs as a means of exerting political pressure. In view of this difficult outlook, we are reducing our position in the US equity market. We are also realising gains on the Swiss bond market and neutralising our underweight.

Interest income

Liquidity 3%, income 69,5%, equities 14%, alternative investments 13,5%
Source: PostFinance

Income

Liquidity 3%, income 55,5%, equities 28,5%, alternative investments 13%
Source: PostFinance

Balanced

Liquidity 4%, income 35%, equities 48%, alternative investments 13%
Source: PostFinance

Growth

Liquidity 5,5%, income 14,5%, equities 67%, alternative investments 13%
Source: PostFinance

Capital gains

Liquidity 8,5%, income 0%, equities 84%, alternative investments 7,5%
Source: PostFinance
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