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How I invest successfully

  • By investing systematically and regularly, you will largely balance out market fluctuations.
  • Expectations, how you deal with opportunities and risks, and the investment horizon all depend on your personality. That is why a strategy and investment profile should be tailored to you personally.
  • Broadly diversified investments reduce fluctuations and increase the chances of returns compared to a solution that consists of only a few investments.
  • To achieve a defined investment goal, a chosen strategy should be maintained with discipline – regardless of movements in the market.
  • Review regularly: If your investment goals change due to a change in your life circumstances, you should adjust your investment strategy.

Investing my way

Some stick to familiar dishes when choosing from a restaurant menu, others are always up for trying something new. Other factors also make up your (culinary) profile.

The same is true of investing: your profile is determined by the time horizon you have to achieve your financial goals, your attitude to opportunities and fluctuations in the market, and the funds you want to invest.

As with choosing from a menu, when it comes to finding the right investment, there is something for everyone. Fortunately, for those who use UBS key4 smart investing, the choice is easier than in a restaurant with an extensive menu: the app helps you quickly and easily determine your personal profile and find investments that match it.

The smart way to choose the right investment

The smart way to choose the right investment

A few clicks in the UBS key4 smart investing app and you have your profile, investment strategy and fund recommendations. Now all you need to do is decide how much you want to invest regularly, specify your time horizon – and your investment is complete.

Easily arrange a personal consultation online

If you want to determine your investment strategy by speaking with someone to go over the details: our experts will be happy to assist and guide you through the initial steps.