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Category Archives: Investing

Global Leaders Portfolio - Inception

Global Leaders Portfolio – 29th May 2020 rebalance

Investing, PortfoliosBy Pawel Cylkowski30 May 2020Leave a comment

Hello Smart Investors! Another month passed and it’s time to look at the SIA-style exemplary portfolios to see how they are and if there’s an adjustment needed. But first let me start with a few words on the recent main drivers and themes that drove capital markets. Most of the economies were slowly, but steadily,…

GAS WEEKLY

GAS Weekly 25-29.05.2020

Investing, Macro, News&TrendsBy Pawel Cylkowski30 May 2020Leave a comment

Hi there! I hope everyone is safe out there and slowly getting back to normality. GlobalAlphaSearch.com is now officially on FB! Please join me there to strenghten our community of Smart Investors :). To the point now…Quick recap of the state of markets for you guys: Last week Equity markets stories:-> US market was closed…

GAS WEEKLY

GAS Weekly 18-22.05.2020

Investing, Macro, News&TrendsBy Pawel Cylkowski24 May 2020Leave a comment

Aloha! May goes on and it turns out that this time it’s not a “sell in May and go away” scenario, as some feared at the start of the month. Most major markets keep holding up after massive April gains and consolidate within relatively narrow ranges digesting the progress of reopening the global economy and…

GAS WEEKLY

GAS Weekly 11-15.02.2020

Investing, Macro, News&TrendsBy Pawel Cylkowski17 May 2020Leave a comment

Hi all Smart Investors out there! I hope that the Weeklies, even though quite compound, do provide value for you in terms of updating you on major market drivers and cutting out the noise. Remember a Smart Investor has an investment perspective way beyond current little ups and downs, as much important as they may…

debt photo

Why should excess debt be avoided in picking stocks – Deep Dive into SIA (1)

Investing, PortfoliosBy Pawel Cylkowski13 May 2020Leave a comment

Hello Smart Investors! I hope you’re doing OK out there during the hard times we’re going through these days. Today I would like to start a series of posts that will elaborate in depth on why some of the specific SIA assumptions are as they are . Let’s call this series Deep Dive into SIA.…

GAS WEEKLY

GAS Weekly 04-08.05.2020

Investing, Macro, News&Trends, PortfoliosBy Pawel Cylkowski9 May 2020Leave a comment

Hello GAS subscribers! Herewith I am starting the series of my Weekly updates that will treat upon the most important issues that drove capital markets in the week just ended and prepare you for the week ahead. These posts are meant to be short, compound and precise. As I promised, no spam for GAS community!…

Global Leaders Portfolio - Inception

Global Leaders Portfolio – 30th April 2020 rebalance

Investing, PortfoliosBy Pawel Cylkowski2 May 2020Leave a comment

Hi, today I am writing a short post on the monthly rebalance I have made to the Global Leaders Portfolio (GLP) as of end April 2020. I am effectively adjusting the portfolio to the current business cycle phase, which is contraction. The US economy has peaked in February 2020 after a decade long expansion, which…

Pension Portfolio photo

Pension Portfolio – 30th April 2020 rebalance

Investing, PortfoliosBy Pawel Cylkowski1 May 2020Leave a comment

Hi all! A lot is going on in the world these days. A lot of nerves, fear, volatility in markets and economic uncertainty. But the SIA-style Pension Portfolio (PP) is full of Peace&Pacience already though – that’s what it is meant to provide in times like this!. Prepared and ready to go through the downturn.…

How to adjust investing

How to adjust investing to your risk acceptance and financial knowledge

Investing, PortfoliosBy Pawel Cylkowski21 April 2020Leave a comment

It is an extremely important thing to understand that every kind of investment carries certain amount of risk. Returns are as a rule a function of risk. Before starting to build an own portfolio of financial instruments everyone should first test their knowledge about financial instuments, their characteristics and the risks they carry. It is…

Pension Portfolio risk profile

How to build a smart pension portfolio

Investing, Macro, PortfoliosBy Pawel Cylkowski1 April 2020Leave a comment

As is the case in every human activity, key to success is consistency. Whether you’re an enterpreneur or an employee, whether you teach at school or are a cardio surgeon, it’s always the rules you obey that drive your performance in what you do. In the investing world the word consistency should really be written…

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