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@growth_17 Thanks for your reply, and yes, boring is good! :)

@patrickshani23 Thank you for this interesting insight! I was not aware that the management fee is tax-deductible. Could you elaborate on that? I tried to find some information on that earlier and from what I read was that it is not. If it would be that somewhat changes the weight for the pro...

@patrickshani23 Thanks for your reply! I presume the first point is in particular if you live off your wealth and need cash flow for larger bills like taxes. The latter two to diversify into riskier assets, but potentially also debatable whether its worth it. High amounts means beyond 10m...

@sunnyhope Thanks! Do you see any issues / concerns with non-CH brokers like IBKR or Schwab International and investing larger sums through them? I personally already have Schwab given the zero commissions. Just asking given the broker is not domiciled in Switzerland. The one thing which comes...

Hey all, I'm a newbie in this channel, so I hope you bear with my first question. :) I recently received a bigger lump sum and now I'm at the crossroads of how to invest it. I do already own a Schwab International broker account in the US with a W-8BEN and I bought some stocks with decent wins...