Model portfolios – Swiss focus

valid from 10.12.2024

Profit taking

The year is drawing to a close and the new US administration is keeping politicians and financial markets on their toes. This is likely to continue into the new year. In this uncertain environment, we are reducing our equity weighting to a neutral level. We are doing this by taking profits on emerging market equities. Nevertheless, we remain cautious about the technology-heavy and expensive US equity market. We are therefore maintaining our underweight position in the US equity market in favour of global value stocks.

Interest income

Liquidity 5%, income 68%, equities 15%, alternative investments 12%
Source: PostFinance

Income

Liquidity 5%, income 53%, equities 30%, alternative investments 12%
Quelle: PostFinance

Balanced

Liquidity 5%, income 33%, equities 50%, alternative investments 12%
Source: PostFinance

Growth

Liquidity 5%, income 13%, equities 70%, alternative investments 12%
Quelle: PostFinance

Capital gains

Liquidity 5%, income 0%, equities 88%, alternative investments 7%
Source: PostFinance
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