- I focus on mid- to large-cap companies with rather low P/Es but also low payout ratios. This is because we pay income tax on dividends, but no capital gains tax here in Switzerland! This favours companies doing stock buybacks.
Investing Recommendations:
- Agriculture & Energy will be the next bull markets
- We have not seen the final bottom of this bear market in stocks yet. It will occur, as soon as serious inflation kicks in. By then I recommend to overweight commodities/gold.
Occupation:
Bachelor degree in electrical engineering
Interests:
- Finance & Investing (striving for an early & wealthy ...More retirement :-)
- Long Term
- I focus on mid- to large-cap companies with rather low P/Es but also low payout ratios. This is because we pay income tax on dividends, but no capital gains tax here in Switzerland! This favours companies doing stock buybacks.
Investing Recommendations:
- Agriculture & Energy will be the next bull markets
- We have not seen the final bottom of this bear market in stocks yet. It will occur, as soon as serious inflation kicks in. By then I recommend to overweight commodities/gold.
Occupation:
Bachelor degree in electrical engineering
Interests:
- Finance & Investing (striving for an early & wealthy ...More