Wealth with a plan
Investing
Returns come from time, diversification and calm. Understand those three and you need no hot tips.
Spreading
Diversification: building a portfolio that holds
A portfolio that survives every crash consists of a few building blocks that move differently.
Getting started
Stocks for beginners: the first purchase in five steps
The brokerage account is opened in ten minutes, the first savings plan in two.
Psychology
The seven investor mistakes that cost returns
The average investor earns around three percentage points less over 20 years than the market they buy.
Tangible
Real assets: property, gold, watches and classic cars compared
Real assets promise protection from inflation and paper money.
On the wrist
Luxury watches as an investment: which models hold value
The watch market has lost a third since 2022 and yet some models still have waiting lists.
Stocks & ETFs
How well is your portfolio set up?
Eight questions on costs, diversification, allocation and behaviour, a score and three concrete recommendations. On request we look at your portfolio personally, without selling products.
- Score from costs, diversification, allocation, concentration, savings plan, rebalancing and behaviour
- Three concrete recommendations you can implement yourself, without new products
- Personal portfolio review on request: we look at positions, costs and tax
