The year is slowly running its course and as December looms just around the corner, more and more institutions are issuing their equity strategies for next year. Before we dive into the next year’s predictions though let’s quickly have a run through what was up so far on equity markets in 2021: ✅ YTD performance…
Dear Copiers&Followers, Below you will find a very interesting article about how the Hedge Funds industry has performed so far this year. Here are the basic conclusions from my side: ◼ HFs still struggle to make a competitive race with ETFs and actively managed mutual funds. ◼ No single HF strategy has outperformed the $SPX500…
Dear Copiers&Followers, Those of you investing in Treasuries possibly wondered many times how to be best positioned in different economic environments. I have also got questions about that. So here’s a short playbook for those looking to maximize their performance in that respect. 𝗛𝗶𝗴𝗵 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 In times like now, when we have relatively high inflation…
Disclaimers: None of the ideas, views and thoughts presented here shall ever be taken as a recommendation to buy or sell stocks,bonds,FX,commodities or any other financial instruments as stated in REGULATION (EU) No 596/2014 OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL of 16 April 2014 on market abuse (market abuse regulation) and repealing Directive…
Fellow investors! 💣 Please take a while to watch this video with a mid-year update of my GlobalLeadersPortfolio (GLP). I run a detailed analysis of the portfolio’s structure, performance and plans going forward. I stay at your disposal. Please contact me, should you have any questions. I also invite you to Copy me on eToro!!!!…
Dear Followers&Copiers, Just a quick update on the portfolio as it stands as of today. I wanted to highlight to you just how important divesification between both asset classes (equities ($SPX500), $GOLD, Treasuries ($TLT, $SHY), CASH) as well as within the equity portfolio itself is. As of today we have: 22 stocks fulfilling SIAScore 2…
Dear Copiers&Followers, As some of you know my Global Leaders Portfolio (GLP) has pretty strict rules of picking stocks and other assets to it that alltogether are called Smart Investing Approach (SIA). 𝗦𝗜𝗔𝗦𝗰𝗼𝗿𝗲 As for stocks specifically I use a set of 5 points that I call SIAScore. Here they are: S1: growing sector 1pts/0pts,…
There are so many brokerage firms to choose from it can be daunting to pick the best one. Unleveraged instruments include investments like stocks, exchange-traded funds, bonds, and mutual funds. Investments that are paid for in full when bought and not on margin. Charles Schwab Charles Schwab is a full-service broker that offers everything an…
👉 Precious metals have been the choice for many investors over the recent 6 months due to the fact that they’re treated as a natural hedge against higher inflation. 👉 Central Banks keep their stance of keeping inflation expectations/inflation itself at levels higher than sustainable in the long run. This has to do with enormous…
Dear readers, copiers and followers. Today I wanted to write a different post than usually. Not about investing itself, but more about life and how fulfilling education can be. Guess what?? Two days ago I got a call confirming that I have succefully passed the final exam for prestigeous CIIA charter granted by the Swiss…
