345,533 CHF – that’s what Julia risked losing by delegating her investments (a story inspired by real events)

Julia, 28 years old, has decided to invest 80,000 CHF, an amount she wants to grow over the long term.

But Julia is torn between:

• Learning to invest independently, to maintain full control of her finances.
• Delegating to a portfolio manager, due to a lack of time or fear of making mistakes.

Delegating might seem reassuring, but Julia hadn’t yet realized the real cost over the long term ????

A portfolio manager typically charges 2% annual fees for their services. And studies confirm it: over the long term, these fees significantly reduce your returns.

With an annualized gross performance of 8% in both cases, here’s what Julia would have after 30 years:

• 805,012 CHF by investing independently.
• 459,479 CHF by delegating to a portfolio manager.

The difference? 345,533 CHF.

This is the real cost of delegating your investments.

This story shows that investing independently has never been more accessible, with the tools, training, and resources available online today. All you need is a solid action plan and a little time to learn.

And you? Have you ever thought about the true cost of delegating your finances? ??

Let me know if you'd like to tweak anything further! ??

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