How to build your first investment portfolio in uncertain times

計畫

You have worked hard, built a great career in Switzerland, and saved a serious amount of money. Maybe CHF 100'000 or more. But you may not come from an investment background. And right now, the headlines are loud. Inflation, interest rates, wars, and policy changes. Markets go up, markets go down, and every news alert makes you wonder whether you should act, wait, or do nothing at all. So your money sits in a Swiss bank account. Or it is spread across a few random stocks and ETFs you bought without a clear plan. And every time you open the app, you feel a little less sure. This webinar is about navigating the market uncertainties and building a calm, structured investment strategy based on your own financial situation.

In this webinar, you’ll learn:

1. The two traps of uncertain times, and how to avoid both

2. How to turn uncertainty into a long-term opportunity

3. The five step Calm Investor Checklist to build the investment strategy during uncertain times

4. Two live case studies of investors in Switzerland, so you can see exactly what your own strategy is missing

Join us and discover how to stop reacting to headlines and start investing with clarity, structure, and peace of mind.



Speaker:

Charlene Cong, CFA, is the founder of FinFit GmbH and the VISION Investment Academy, helping international busy professionals in Switzerland retire early and live life on their own terms. Based in Zurich, she’s an independent investment coach and ex-JPMorgan investor with 12+ years of experience in investing and banking. She’s a Chartered Financial Analyst (CFA).