Portfolio Management
Professional management of your investments
Your portfolio needs ongoing care
Building a good portfolio once is not enough. Markets change, your life circumstances change, and your portfolio needs to adapt.
Professional portfolio management means: continuous monitoring, regular rebalancing and proactive adjustments in response to market changes or life changes.
Your benefits at a glance
Performance tracking
Continuous monitoring of your returns
Regular rebalancing
Restoring the target allocation
Seizing opportunities
Active adjustment when market opportunities arise
Risk control
Monitoring volatility and loss limits
Reporting
Regular performance reports
Tax optimisation
Tax-loss harvesting and optimal timing
In-depth knowledge
What is rebalancing?
Different performance shifts the composition of the portfolio. Example: starting portfolio 60% equities, 40% bonds. After an equity boom: 70% equities, 30% bonds.
Rebalancing restores the original target allocation. This means: selling 'winners' and buying 'losers' – a contrarian approach.
When to rebalance
There are two approaches:
Calendar-based: fixed interval (annually, semi-annually). Simple to implement, but not optimal.
Threshold-based: rebalancing when there's a deviation of >5% from the target allocation. More efficient, but more work.
Combination: annual review with a threshold trigger for large deviations.
Tax-loss harvesting
Strategically selling loss-making positions to offset gains. In Switzerland there is no capital gains tax for private investors, but it's relevant for professional trading.
More interesting for Swiss private investors: timing of dividend distributions and fund structuring.
Measuring performance
Performance should always be measured against a benchmark. For a global 60/40 portfolio, the benchmark would be a corresponding index mix.
Important: look at the net return after costs. An active fund with 1.5% fees needs to generate 1.5% more just to keep pace.
Avoid common mistakes
These are the mistakes we see most often in practice
Trading too frequently
High transaction costs eat into returns.
No rebalancing
The risk profile shifts in an uncontrolled way.
Emotional decisions
Panic selling in crises, buying frenzy during booms.
Comparing returns without a benchmark
No meaningful statement about actual performance.
Checklist: your next steps
What you can do right now
Frequently asked questions about Portfolio Management
Answers to the most important questions
Related topics
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