Category: Investing

Investing is an essential part to building wealth. If you invest your savings in stock market or in another form of investment, you will greatly increase the speed at which your net worth increases.

Below, you can find all the articles from this blog about investing. Find out about Cash, Bonds and Stocks. There are also many articles about index funds which is the instrument I am using to invest! Find out why index funds are the best way to invest right now. And also why Exchange Traded Funds (ETFs) are great investments.

Freya 3a Review – Pros & Cons

By Mr. The Poor SwissRetirement, Investing, Switzerland

Using the third pillar in Switzerland is a great way to save money on your taxes. However, it is not always easy to choose a third pillar provider since there are many of them, and new ones are regularly coming.

Freya 3a is a new third pillar available in Switzerland. They aim to provide sustainable investments for the third pillar, and they claim that they are doing differently than the existing third pillars and at a reasonable price.

This Freya 3a Review will show what Freya 3a is, its fees and strategies, and how it compares with other third pillars. At the end of the article, you will know whether you should use Freya 3a for your retirement money.

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Swissquote Review 2021- A great Swiss Broker

By Mr. The Poor SwissInvesting

In Switzerland, many people are more comfortable having a Swiss broker than having a foreign broker for their stock market investments. Swissquote is one of the most well-known Swiss brokers. Many investors are using Swissquote. But is it any good?

This is what I am going to find out in this in-depth review. We will see what Swissquote is, what you can do with it, how much it costs, and much more!

By the end of this review, you will know whether Swissquote is a good broker for you or not!

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Findependent Review 2021 – Pros & Cons

By Mr. The Poor SwissInvesting

It seems that there will not be a shortage of Robo-Advisors in Switzerland anytime soon. These last few years, there has been more and more new Robo-Advisor available for Swiss investors.

Findependent is a recent Robo-Advisor. They only started in 2021. But they have some interesting characteristics already. This review will cover all there is to know about Findependent and its pros and cons.

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Finpension 3a Review: An excellent new third pillar

By Mr. The Poor SwissInvesting, Switzerland

Finpension just started their third pillar offer: Finpension 3a. And it is extremely interesting.

Finpension is already behind valuepension, the best vested benefits (second pillar) account available in Switzerland. So, it is great that they now start to offer a third pillar account.

So, let’s review Finpension 3a in detail.

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What is the best Swiss broker in 2021?

By Mr. The Poor SwissInvesting

When you want to invest in the stock market, you need a broker account. And many Swiss investors only feel comfortable having a broker from Switzerland, or at least a broker with an office in Switzerland.

So, we need to compare these Swiss brokers and see which one is the best to invest in the stock market for a Swiss investor.

In this article, I compare six Swiss brokers with different scenarios and see which one is the best (the cheapest!).

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How do stock options work?

By Mr. The Poor SwissInvesting

A stock option is an advanced financial instrument. In essence, it is a contract that conveys a right to buy or sell at a specified price up to a specified date.

In my advanced investing series, I want to cover options as I think they are interesting. Now, I do not recommend investing in options, and I have never done it myself either. They are an advanced financial instrument that most people will never need.

Regardless, I believe it is interesting to learn about these advanced instruments. So, let’s delve into the world of options.

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How to Open an Interactive Brokers Account in 2021?

By Mr. The Poor SwissFinancial Independence, Investing

Interactive Brokers is an excellent broker from the United States. It is known for its cheap fees and its unique range of offered investment products. It is being used by many personal finance bloggers, for instance.

It is currently the best broker that allows access to U.S. ETFs. And U.S. ETFs are the most efficient ETFs for Swiss investors.

In this guide, I go over the details of how to open an Interactive Brokers account. It is not very difficult, but there are a few things you need to know before you start your application.

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True Wealth Review 2021 – Cheapest Robo-Advisor

By Mr. The Poor SwissInvesting, Switzerland

Robo-Advisors are a good way to invest when you do not want to invest directly through a broker. They will manage your money for a fee. While more expensive than DIY investing, Robo-Advisors are significantly cheaper than an advisor from a bank.

True Wealth is a leading Robo-Advisor in Switzerland. They are the first Robo-Advisor, started already eight years ago. And they are also the cheapest available in Switzerland.

I have reviewed other Robo-Advisors in the past. Now is the time to review True Wealth. I will take a look in detail at their investment models, their fees, and their security.

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clevercircles Review 2021 – Pros & Cons

By Mr. The Poor SwissInvesting

clevercircles is a new Robo-advisor in Switzerland that has been brought to my attention. They are adding a community feature to the Robo-advisory world. Some people have asked me whether they should use this Robo-advisor or not.

So, in this review, I will analyze clevercircles in detail to see how good they are really, how much fees we need to pay, and how they invest their money.

By the end of the review, you will know exactly whether you should invest with clevercircles or not.

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How to Choose an ETF or an Index Fund

By Mr. The Poor SwissInvesting

If you have decided to invest in a precise stock market index, you must first choose the stock market index. And once you have selected an index to invest in, you will have to decide through which index fund you will invest in this index. For this, you can choose either a mutual fund or an Exchange Traded Fund (ETF). For popular indexes, there will be a wide choice of index funds replicating the performance of this index.

Even if you only choose popular funds for a precise index, it will still be challenging to decide. As you will see in this article, there are many things you can take into account when you compare two index funds. The most important remains the price, as most people know. But there are other points you can use to compare two index funds. And some of these points are not obvious.

In this guide, we will see all the things you can look at when you need to choose an index fund, whether it is a mutual fund or an Exchange Traded Fund (ETF).

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