Model portfolios – Swiss focus

valid from 16.09.2025

Diversification with value and emerging market equities

Over the past month, signs of an economic slowdown in the US have become more pronounced. The latest labour market report in particular points to a slowdown in economic momentum. Disappointment is becoming apparent in some areas of the technology market: even industry leader Nvidia's quarterly figures barely met analysts' expectations, and the outlook signals that profit growth will not continue to rise indefinitely. We therefore remain overweight in US government bonds as a hedge against a noticeable downturn. We are maintaining a neutral position in equities, but continue to focus on the diversification potential of emerging market equities and global value stocks at the expense of highly valued US equities.

Interest income

Liquidity 1%, income 71,5%, equities 14%, alternative investments 13,5%
Source: PostFinance

Income

Liquidity 1%, income 56%, equities 30%, alternative investments 13%
Source: PostFinance

Balanced

Liquidity 1%, income 35%, equities 50%, alternative investments 14%
Source: PostFinance

Growth

Liquidity 1,5%, income 14,5%, equities 70%, alternative investments 14%
Source: PostFinance

Capital gains

Liquidity 3,5%, income 0%, equities 88%, alternative investments 8,5%
Source: PostFinance
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