Creating your first portfolio: how to start investing in Switzerland


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計畫

Every month your salary comes in, you put some aside, and your savings account grows a little. After a few years in Switzerland, that can turn into a serious amount of money. But if you're honest, you don't really know what to do with it. Your colleague keeps talking about ETFs, your bank wants to sell you its own funds, and your social media feed is full of people getting rich on stocks you've never heard of. So you wait for the right moment, and the money sits there earning almost nothing.

The end of the year is the perfect time to change that. It's the last chance to make your pillar 3a payment for 2026, and a good moment to set things up so that 2027 is the year your money starts working for you.

In this webinar, we'll cut through the noise and walk through how to build your first portfolio in Switzerland, step by step, using what actually works today.

In this webinar, you'll learn:

Where to start, and what to think about before you invest

How people in Switzerland invest today

The mistakes to avoid when you're starting out

Whether you've never invested a franc or you've already bought a few things without a clear plan, you'll leave knowing exactly where to start, and ready to begin the new year with a plan.

Speaker

Darius worked in banking in Geneva and Zurich for several years. Today he runs Darius CH, a Swiss YouTube channel where he explains how banks, economics and investing work in Switzerland.

Switzerland

源自瑞士匠心設計

小心風險

在外匯交易平台上交易槓桿產品,例如外匯,現貨金屬和差價合約,都會因槓桿效應而面臨重大的虧損風險,因而並不適合所有投資者。在開立瑞訊之交易帳戶前,請考慮個人經驗水平、投資目標、資產、收入和可承擔之風險水平。理論上,虧損是可以無上限,如果帳戶餘額低於所需保證金水平,您有可能被追加資金,因此您不應該以自己無法承受虧損的資金進行交易,即您不應借入資金或以個人或家庭生活所急需或必要的資金進行投機、投資或對沖。過去12 個月,69.08%的零售投資者在交易差價合約時出現虧損、在平倉時損失全部保證金或平倉後帳戶出現負值。您必須清楚了解外匯交易中所有相關風險,如果有任何疑問時,應及時向獨立財務顧問尋求建議。如需更多資料,包括槓桿的影響、保證金交易的操作以及交易對手和市場風險,請參閱我們的外匯和差價合約風險披揭露。本網頁之內容包含市場推廣訊息,內容並沒有提交亦沒有得到相關監管機構之批核。

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