Model portfolios – Swiss focus

valid from 15.04.2025

The past month has been dominated by the US government's tariff policy. On ‘Liberation Day’, the US government announced significant punitive tariffs against its trading partners, sending the financial markets into turmoil. The stock markets in the US, but also worldwide, suffered significant losses and safe investments were in demand. After the rather surprising suspension of countervailing tariffs on a large number of countries, the financial markets have now calmed down somewhat. However, the losses on the stock markets, particularly in the US, remain high. Our recently strengthened defensive positioning has proven to be the right approach. Uncertainties remain high and are likely to continue to weigh on the economic outlook. We are therefore maintaining our defensive positioning and remain underweighted in both the US equity market and the overall equity quota. By contrast, we are staying invested in the Japanese yen, which is considered defensive, and are maintaining our overweight in Swiss real estate funds, which have so far proven their worth in these turbulent times.

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
This page has an average rating of %r out of 5 stars based on a total of %t ratings
You can rate this page from one to five stars. Five stars is the best rating.
Thank you for your rating
Rate this article