7 min
Investing
Rebalance a Swiss Portfolio: 5 Steps
A five-step method to review and rebalance a Swiss portfolio without reacting to daily market moves.
InvestingGuide16 juil. 2026
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Analysis, guides and Swiss financial news for investors
Finance guides to explore
Articles are grouped by search intent to make navigation clearer.
Bourse suisse
SMI, SPI, marché actions, actions suisses et CAC 40 depuis la Suisse.
Brokers et banques
Choisir une banque, un broker ou une plateforme de trading en Suisse.
ETF, dividendes et Bitcoin
Construire un portefeuille avec ETF suisse, dividendes, immobilier coté et Bitcoin.
6 min
Stocks
Total Stock Return: How to Read It
Understand what total return measures for a share or index, and why the price alone does not tell the whole story.
StocksAnalyse16 juil. 2026
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7 min
Patrimoine
Succession et portefeuille titres : documents
Checklist pour réunir les pièces d'un portefeuille titres après un décès en Suisse : qualité d'héritier, relevés, fiscalité et suivi bancaire.
Patrimoine15 juil. 2026
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8 min
Taxes
Dividendes allemands : dossier fiscal suisse
Comment documenter un dividende allemand, distinguer DA-1 et remboursement étranger, puis préparer les justificatifs pour une déclaration suisse.
TaxesGuide14 juil. 2026
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8 min
Stocks
Action cotée sur plusieurs places : quel marché choisir ?
ISIN, liquidité, horaires et exécution : la méthode pour comparer les places de négociation d'une même action depuis la Suisse.
StocksAnalyse13 juil. 2026
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8 min
Fiscalité
Action non cotée : documenter la valeur fiscale
Méthode pour déclarer une action non cotée en Suisse, réunir les justificatifs et contrôler la valeur retenue sans confondre estimation et relevé de broker.
Fiscalité13 juil. 2026
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8 min
Actions
Action nominative suisse: registre et droits
Comprendre l'inscription au registre des actions, le rôle du broker et les vérifications utiles avant une assemblée générale ou un dividende.
Actions12 juil. 2026
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7 min
Stocks
Dividende optionnel en actions suisses : que vérifier
Avant de choisir un dividende en actions plutôt qu'un versement en espèces, vérifiez fiscalité, dilution, courtier et trace documentaire.
StocksAnalyse12 juil. 2026
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8 min
Actions suisses
Retrait de cote d'une action suisse: que vérifier
Procédure, calendrier, liquidité et conservation: les contrôles utiles lorsqu'une société annonce le retrait de cote d'une action suisse.
Actions suisses12 juil. 2026
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8 min
Taxes
Relevé fiscal du broker: checklist suisse
Les contrôles utiles pour rapprocher le relevé du broker, l'état des titres, ICTax et les justificatifs de revenus avant une déclaration suisse.
TaxesGuide11 juil. 2026
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6 min
Stocks
ABB stock: industrial cycle, currencies and role in a
How Swiss investors can read ABB: industrial exposure, currency effects, cyclicality and its role beside defensive Swiss holdings.
StocksAnalyse11 juin 2026
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6 min
Markets
SNB rate cut: effects on Swiss stocks, real estate and bonds
A clear framework for reading an SNB rate cut without automatic reactions, across Swiss equities, listed real estate and defensive assets.
MarketsFlash11 juin 2026
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6 min
Crypto
Bitcoin or gold: using them without unbalancing a Swiss
Compare Bitcoin and gold in a Swiss allocation without confusing their functions, limits and risk profiles.
CryptoDonnées11 juin 2026
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6 min
Taxes
Foreign broker: declaring a securities account in
A practical framework for declaring a foreign broker from Switzerland without discovering missing documents too late.
TaxesGuide11 juin 2026
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6 min
Banks
Child securities account in Switzerland: what to check first
A decision framework for investing for a child from Switzerland without improvising the structure.
BanksAnalyse11 juin 2026
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6 min
Investing
DCA on the Swiss market: mistakes that weaken a long-term
Common mistakes in gradual investing from Switzerland, with a simple checklist to keep a DCA plan robust.
InvestingGuide11 juin 2026
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6 min
Markets
Dollar or Swiss franc: managing currency risk in a Swiss
Understand the role of the dollar and the Swiss franc in an allocation without overreacting to currency moves.
MarketsFlash11 juin 2026
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6 min
Investing
CHF-hedged ETF or unhedged ETF: choosing from Switzerland
How to choose between CHF-hedged and unhedged ETFs according to horizon, Swiss-franc needs and portfolio role.
InvestingGuide11 juin 2026
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6 min
Investing
Distributing or accumulating ETF: the choice for Swiss
Compare distributing and accumulating ETFs from Switzerland through tax, reinvestment discipline and clarity.
InvestingGuide11 juin 2026
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6 min
Investing
Irish ETF or US ETF: what really changes in Switzerland
Read the differences between Irish and US-domiciled ETFs when investing from Switzerland, without shortcuts.
InvestingGuide11 juin 2026
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6 min
Crypto
Ethereum directly or through an ETP: which access from
Compare direct Ethereum ownership and ETP exposure from Switzerland by use case, custody and wealth planning.
CryptoDonnées11 juin 2026
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6 min
Taxes
DA-1 form: a simple guide for Swiss investors
Understand what DA-1 is for, when it becomes useful and how to include it in a Swiss tax workflow.
TaxesGuide11 juin 2026
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6 min
Taxes
ICTax: finding the right tax value for Swiss securities
Use ICTax methodically to read a Swiss portfolio and prepare a cleaner tax declaration.
TaxesGuide11 juin 2026
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6 min
Taxes
Wealth tax: how a portfolio is read in Switzerland
Understand how a securities portfolio is treated for Swiss wealth tax and organize holdings more clearly.
TaxesGuide11 juin 2026
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6 min
Taxes
Private investor or professional trader: the Swiss
A simple framework for understanding what separates a private investor from a professional-trader profile in Switzerland.
TaxesGuide11 juin 2026
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6 min
Stocks
Novartis stock: how to read it from Switzerland
A simple grid for Swiss investors: quality, pipeline, currency, dividend and role in a portfolio.
StocksAnalyse11 juin 2026
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6 min
Markets
CHF bonds: what they really do in a portfolio
Understand the role of CHF bonds, their place beside Swiss equities and when they remain useful.
MarketsFlash11 juin 2026
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6 min
Markets
Term deposit or Swiss bonds: where to park cash as rates
Compare the logic of a term deposit and Swiss bonds when deciding where to hold a cash sleeve.
MarketsFlash11 juin 2026
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6 min
Markets
Gold or bonds: defensive role for Swiss investors
Compare gold and bonds to protect a Swiss portfolio without confusing hedge, stability and liquidity.
MarketsFlash11 juin 2026
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6 min
Banks
Market, limit or stop order: a simple Swiss investing guide
Understand the main order types when investing from Switzerland and avoid basic execution mistakes.
BanksAnalyse11 juin 2026
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6 min
Stocks
Swiss pharma sector: avoiding hidden concentration in a
Read Swiss pharma concentration and how it enters a portfolio through indices, ETFs and home bias.
StocksAnalyse11 juin 2026
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6 min
Banks
PostFinance or Swissquote: investing framework from
Compare PostFinance and Swissquote through investment framework, readability and practical use in Switzerland.
BanksAnalyse11 juin 2026
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6 min
Crypto
Bitcoin self-custody: starting guide for Swiss residents
Understand what Bitcoin self-custody is for, when it makes sense and how to prepare it from Switzerland.
CryptoDonnées11 juin 2026
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6 min
Stocks
SMIM or SPI Extra: choosing a Swiss index beyond the SMI
Understand the difference between SMIM and SPI Extra for investing beyond Swiss large caps.
StocksAnalyse11 juin 2026
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6 min
Crypto
Stablecoins in Switzerland: what to understand before
A simple framework for assessing stablecoins from Switzerland: use case, counterparty, custody and declaration.
CryptoDonnées11 juin 2026
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6 min
Crypto
Crypto staking in Switzerland: points to check before
A decision framework before staking from Switzerland: use case, liquidity, counterparty, custody and monitoring.
CryptoDonnées11 juin 2026
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6 min
Banks
Changing broker in Switzerland: transferring securities
A simple method for moving a portfolio between brokers from Switzerland without breaking tracking or administration.
BanksAnalyse11 juin 2026
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6 min
Investing
VIAC, Finpension or Frankly: comparing an invested pillar 3a
A simple method for comparing invested pillar 3a solutions in Switzerland without getting lost in slogans.
InvestingGuide11 juin 2026
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6 min
Banks
Yuh or Neon for investing: which Swiss app to choose
Compare Yuh and Neon for Swiss investors who want a simple tool without losing sight of limits and use cases.
BanksAnalyse11 juin 2026
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6 min
Stocks
Zurich Insurance: dividend, quality and risk for Swiss
Understand Zurich Insurance from Switzerland: income, discipline, insurance cyclicality and role in a dividend sleeve.
StocksAnalyse11 juin 2026
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4 min
Stocks
Schneider Electric stock analysis for Swiss investors
A practical Swiss investor guide covering the key decisions, risks and next steps.
StocksAnalyse4 juin 2026
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4 min
Stocks
Swiss dividend stocks for a long-term portfolio
A practical Swiss investor guide covering the key decisions, risks and next steps.
StocksAnalyse4 juin 2026
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4 min
Stocks
Buying French CAC 40 stocks from Switzerland
A practical Swiss investor guide covering the key decisions, risks and next steps.
StocksAnalyse4 juin 2026
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4 min
Stocks
High dividend Swiss stocks: selection method
A practical Swiss investor guide covering the key decisions, risks and next steps.
StocksAnalyse4 juin 2026
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4 min
Crypto
Bitcoin in a Swiss investment portfolio
A practical Swiss investor guide covering the key decisions, risks and next steps.
CryptoDonnées4 juin 2026
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4 min
Banks
Online stock trading in Switzerland: brokers and platforms
A practical Swiss investor guide covering the key decisions, risks and next steps.
BanksAnalyse4 juin 2026
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4 min
Stocks
Swiss online stock market: practical walkthrough
A practical Swiss investor guide covering the key decisions, risks and next steps.
StocksAnalyse4 juin 2026
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4 min
Stocks
Swiss stock market and equities: 2026 pillar guide
A practical Swiss investor guide covering the key decisions, risks and next steps.
StocksAnalyse4 juin 2026
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4 min
Banks
Swiss broker: how to choose the right platform
A practical Swiss investor guide covering the key decisions, risks and next steps.
BanksAnalyse4 juin 2026
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4 min
Stocks
CAC 40 ETFs from Switzerland
A practical Swiss investor guide covering the key decisions, risks and next steps.
StocksAnalyse4 juin 2026
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4 min
Stocks
CAC 40 from Switzerland: how to read the French index
A practical Swiss investor guide covering the key decisions, risks and next steps.
StocksAnalyse4 juin 2026
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4 min
Crypto
Bitcoin price in CHF: Swiss investor guide
A practical Swiss investor guide covering the key decisions, risks and next steps.
CryptoDonnées4 juin 2026
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4 min
Crypto
Bitcoin price in Switzerland: how to follow and analyse BTC
A practical Swiss investor guide covering the key decisions, risks and next steps.
CryptoDonnées4 juin 2026
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4 min
Taxes
TotalEnergies dividend for Swiss residents: tax guide
A practical Swiss investor guide covering the key decisions, risks and next steps.
TaxesGuide4 juin 2026
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5 min
Stocks
ETF Monde ou SMI : Quel Choix pour un Portefeuille Suisse
A practical Swiss investor guide covering the key decisions, risks and next steps.
StocksAnalyse4 juin 2026
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4 min
Investing
Swiss ETF investing: how to choose the best ETFs
A practical Swiss investor guide covering the key decisions, risks and next steps.
InvestingGuide4 juin 2026
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4 min
Investing
Swiss ETFs versus Swiss stocks
A practical Swiss investor guide covering the key decisions, risks and next steps.
InvestingGuide4 juin 2026
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4 min
Taxes
Swiss stock market taxation: stocks, ETFs and dividends
A practical Swiss investor guide covering the key decisions, risks and next steps.
TaxesGuide4 juin 2026
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5 min
Taxes
Swiss dividend taxation for private investors
A practical Swiss investor guide covering the key decisions, risks and next steps.
TaxesGuide4 juin 2026
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4 min
Investing
Listed Swiss real estate funds on SIX
A practical Swiss investor guide covering the key decisions, risks and next steps.
InvestingGuide4 juin 2026
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4 min
Investing
Investing in Switzerland: practical allocation guide
A practical Swiss investor guide covering the key decisions, risks and next steps.
InvestingGuide4 juin 2026
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4 min
Stocks
Swiss equities market: investor guide
A practical Swiss investor guide covering the key decisions, risks and next steps.
StocksAnalyse4 juin 2026
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4 min
Banks
Best trading site in Switzerland: selection criteria
A practical Swiss investor guide covering the key decisions, risks and next steps.
BanksAnalyse4 juin 2026
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4 min
Banks
Swiss bank for stocks and ETFs: what to compare
A practical Swiss investor guide covering the key decisions, risks and next steps.
BanksAnalyse4 juin 2026
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4 min
Banks
Best Swiss bank for investing in stocks and ETFs
A practical Swiss investor guide covering the key decisions, risks and next steps.
BanksAnalyse4 juin 2026
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4 min
Investing
Best ETFs for a Swiss portfolio
A practical Swiss investor guide covering the key decisions, risks and next steps.
InvestingGuide4 juin 2026
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4 min
Investing
Best Swiss real estate funds: investor guide
A practical Swiss investor guide covering the key decisions, risks and next steps.
InvestingGuide4 juin 2026
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4 min
Stocks
Schneider Electric dividend and growth profile
A practical Swiss investor guide covering the key decisions, risks and next steps.
StocksAnalyse4 juin 2026
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4 min
Stocks
SMI versus SPI: Swiss index differences
A practical Swiss investor guide covering the key decisions, risks and next steps.
StocksAnalyse4 juin 2026
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4 min
Investing
Long-term Swiss stock market strategy
A practical Swiss investor guide covering the key decisions, risks and next steps.
InvestingGuide4 juin 2026
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5 min
Brokers
Swissquote vs Interactive Brokers
A practical Swiss investor guide covering the key decisions, risks and next steps.
BrokersDonnées4 juin 2026
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4 min
Taxes
TotalEnergies dividend calendar for Swiss investors
A practical Swiss investor guide covering the key decisions, risks and next steps.
TaxesGuide4 juin 2026
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4 min
Banks
Trading in Switzerland: beginner risks
A practical Swiss investor guide covering the key decisions, risks and next steps.
BanksAnalyse4 juin 2026
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5 min
Stocks
Meilleures Actions à Dividendes Suisses 2026
A practical Swiss investor guide covering the key decisions, risks and next steps.
StocksAnalyse30 mai 2026
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5 min
Investing
Comment Investir en Bourse Suisse
A practical Swiss investor guide covering the key decisions, risks and next steps.
InvestingGuide30 mai 2026
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5 min
Brokers
Meilleur Broker Suisse 2026
A practical Swiss investor guide covering the key decisions, risks and next steps.
BrokersDonnées30 mai 2026
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5 min
Retirement
Pilier 3a : Maximiser son Épargne Retraite en Suisse
A practical Swiss investor guide covering the key decisions, risks and next steps.
RetirementGuide30 mai 2026
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5 min
Stocks
SMI : L'Indice Boursier Suisse Expliqué
A practical Swiss investor guide covering the key decisions, risks and next steps.
StocksAnalyse30 mai 2026
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5 min
Fiscalité
Déclarer ses cryptomonnaies aux impôts en Suisse en 2026
A practical Swiss investor guide covering the key decisions, risks and next steps.
Fiscalité25 mai 2026
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5 min
ETFs
Meilleur ETF SMI 2026 : comparatif complet pour
A practical Swiss investor guide covering the key decisions, risks and next steps.
ETFs25 mai 2026
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5 min
Fiscalité
Pilier 3a : investir en bourse en Suisse — guide complet
A practical Swiss investor guide covering the key decisions, risks and next steps.
Fiscalité25 mai 2026
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5 min
Investing
Dividendes imposables Suisse : comment les déclarer
A practical Swiss investor guide covering the key decisions, risks and next steps.
InvestingGuide24 mai 2026
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5 min
Stocks
Nestlé (NESN) en 2025 : mon analyse fondamentale après le
A practical Swiss investor guide covering the key decisions, risks and next steps.
StocksAnalyse10 mai 2025
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5 min
Investing
Comment investir en Suisse quand on est débutant
A practical Swiss investor guide covering the key decisions, risks and next steps.
InvestingGuide10 mai 2025
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5 min
Markets
Cours EUR/CHF en 2025 : mon analyse fondamentale et ce
A practical Swiss investor guide covering the key decisions, risks and next steps.
MarketsFlash9 mai 2025
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5 min
Stocks
SMI : analyse et perspectives pour 2025 — le guide de
A practical Swiss investor guide covering the key decisions, risks and next steps.
StocksAnalyse9 mai 2025
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5 min
Taxes
Impôts sur les investissements en Suisse
A practical Swiss investor guide covering the key decisions, risks and next steps.
TaxesGuide8 mai 2025
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5 min
Investing
Meilleur broker en Suisse 2025
A practical Swiss investor guide covering the key decisions, risks and next steps.
InvestingGuide8 mai 2025
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5 min
Investing
ETF Suisse 2025 : mon comparatif MSCI World, SPI, SMIM
A practical Swiss investor guide covering the key decisions, risks and next steps.
InvestingGuide7 mai 2025
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5 min
Crypto
Bitcoin et crypto en Suisse
A practical Swiss investor guide covering the key decisions, risks and next steps.
CryptoDonnées7 mai 2025
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5 min
Banks
Meilleure banque en ligne Suisse 2025
A practical Swiss investor guide covering the key decisions, risks and next steps.
BanksAnalyse6 mai 2025
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5 min
Investing
Pilier 3a en Suisse : tout comprendre pour optimiser
A practical Swiss investor guide covering the key decisions, risks and next steps.
InvestingGuide6 mai 2025
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5 min
Markets
Investir en or depuis la Suisse en 2025
A practical Swiss investor guide covering the key decisions, risks and next steps.
MarketsFlash15 avr. 2025
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5 min
Investing
Fonds actifs ou ETF passifs en Suisse
A practical Swiss investor guide covering the key decisions, risks and next steps.
InvestingGuide14 avr. 2025
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5 min
Markets
BNS et politique monétaire
A practical Swiss investor guide covering the key decisions, risks and next steps.
MarketsFlash13 avr. 2025
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5 min
Stocks
SPI ou SMI : pourquoi je n'achète plus le SMI seul depuis
A practical Swiss investor guide covering the key decisions, risks and next steps.
StocksAnalyse12 avr. 2025
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5 min
Stocks
Roche (ROG) en 2025 : mon analyse fondamentale du géant
A practical Swiss investor guide covering the key decisions, risks and next steps.
StocksAnalyse11 avr. 2025
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5 min
Taxes
Dividendes en Suisse : récupérer 100 % de l'impôt
A practical Swiss investor guide covering the key decisions, risks and next steps.
TaxesGuide10 avr. 2025
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5 min
Crypto
Ethereum en Suisse 2025 : staking, fiscalité AFC et
A practical Swiss investor guide covering the key decisions, risks and next steps.
CryptoDonnées9 avr. 2025
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5 min
Banks
Hypothèque suisse 2025 : SARON, taux fixe ou panaché
A practical Swiss investor guide covering the key decisions, risks and next steps.
BanksAnalyse8 avr. 2025
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5 min
Investing
Immobilier suisse en bourse
A practical Swiss investor guide covering the key decisions, risks and next steps.
InvestingGuide7 avr. 2025
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5 min
Investing
Swissquote vs Interactive Brokers en 2025
A practical Swiss investor guide covering the key decisions, risks and next steps.
InvestingGuide6 avr. 2025
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