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Free e-mail course
In 5 days to your personal ETF portfolio
Whether you already invest or just starting: Build your personal ETF launch plan for Switzerland in 5 days.
- Independent
- For Swiss investors
- No supplier hype
- 5 days, readable in 30 min
In the end you know:
- your broker
- Your ETF strategy
- your next concrete step
Secure ETF Starter Plan free of charge
Enter your first name and e-mail address. The first e-mail will be sent directly after your confirmation.
5 short mails, readable in 3-5 minutes
Unsubscribe at any time, no spam
Independent, for Swiss investors
Created by Eric Marshal, Wealth Advisor IAF - 8'000+ Swiss in the Wealth Letter
The problem
You want to do it right. But where to start?
Most Swiss investors do not fail because they invest in the wrong ETF. They fail because too many questions remain unanswered for too long.
All-World, MSCI World, ACWI?
Which index is right for Swiss investors and why do most people make the same mistake?
Which broker for me?
Yuh, Saxo, Swissquote or robo-advisor? Three paths, one clear decision.
Switzerland share makes sense?
How much domestic market should be in the portfolio? And how high is the US lump risk with All-World really?
Optimise taxes and 3a?
Withholding tax, pillar 3a, e-tax statement. What Swiss investors need to do differently from their German or US counterparts.
This is exactly what the ETF launch plan is for.
What you get
5 emails plus your personalised start plan as a PDF.
A short e-mail every day. Structured, easy to understand, without banking jargon. At the end: your fillable ETF start plan on one A4 page.
01
Understanding what really matters with ETFs
What an ETF actually is and which levers determine your success.
02
Why All-World alone is not enough
Why «buy an all-world ETF and that's it» is often too short-sighted for Swiss investors.
03
Your portfolio in 3 decisions
World, Switzerland, supplements. Realistic bandwidths instead of complicated theory.
04
Know where you want to invest
3 ways, clear recommendation. And what I look out for with my own broker.
05
Your plan on one page, fillable
PDF
Everything on one A4 page. Fillable, printable, directly realisable.
Why it goes wrong
3 mistakes that Swiss ETF investors often make.
Most tips originate from Germany or the USA and are often not suitable for Swiss investors on a 1:1 basis.
ERROR 01
USA lump underestimated
Today, more than 60 % of an all-world ETF consists of US equities. Many investors are surprised at how dominant the US weighting is.
ERROR 02
Foreign tips 1:1
What Finanzfluss, Kommer and co. preach only partially works for the Swiss. Withholding tax, 3a and Swiss domiciled ETFs are usually forgotten.
ERROR 03
Landed at the house bank
1.5 % house bank fee instead of 0.3 % with the online broker. Over 30 years, this quickly adds up to a six-figure difference.
About me
Who accompanies you through the 5 days.
IAF
Eric Marshal
Investment Advisor IAF - Founder Schwiizerfranke
I started Schwiizerfranke in 2019 because two things annoyed me: the banking language, which hides more than it explains. And Swiss investors who adopt foreign tips that often don't fit neatly here. Today, tens of thousands of Swiss people read me every month.
8'000+
In the Wealth Letter
30'000+
Monthly visitors
4.8 ★
100+ reviews
2019
Swiss franc since
FAQ
Frequently asked questions before the start.
Is the ETF Starter Plan really free of charge?
Yes, you will receive 5 emails and a fillable PDF free of charge. There is no hidden obligation to buy and no payment details are required.
Is the course also suitable if I am already investing?
Yes, just then. Many people start with ETFs but don't know whether the portfolio, broker and costs really fit together. The course shows you specifically what you can adjust.
Will I receive specific ETF or broker recommendations?
You get clear criteria, examples and evaluations. It's about education and orientation, not individual investment advice.
Why is an all-world ETF not always enough?
An all-world ETF is a good start. However, many underestimate the high US weighting (over 60 %) and the lack of Swiss context in terms of taxes, pensions and currency.
Is this also relevant for Swiss taxes and pensions?
Yes, that's exactly the point. Swiss investors need different answers than German or US advisors. Withholding tax, pillar 3a and Swiss domiciled ETFs are dealt with in detail.
How much time do I need to invest?
About 3-5 minutes reading time per mail. A total of less than 30 minutes spread over 5 days. Plus optionally a few minutes to fill out your personal plan in the PDF.
What happens after the 5 days?
You receive your personalised ETF starter plan and can decide whether you want to continue on your own or delve deeper. You stay in the Wealth-Letter (weekly) free of charge and can unsubscribe at any time.
Ready for your personal ETF launch plan?
Enter your first name and e-mail address. The first e-mail will be sent directly after your confirmation.
5 short mails, readable in 3-5 minutes
Unsubscribe at any time, no spam
Independent, for Swiss investors