With this article I would like to start a series of educative posts for those looking to increase their knowledge about building a portfolio of assets and managing it. We will start from the Basics that will help you understand further issues and considerations. The Basics are aimed at understanding such definitions as “return”, “averaging”,…
In this post I shortly describe the September rebalancing of the SIA-style Pension Portfolio (PP). For a detailed review of the most important market developments for September 2020 please refer to my Global Leaders Portfolio (GLP) rebalancing here. The rebalance Not much action this month in the PP. Boring? No! It’s a Pension Portfolio :). Patience…
In this post I shortly present the September 2020 rebalance of the SIA-style Global Leaders Portfolio (GLP). This month the post is a few days overdue, but I unfortunately had no access to the internet at the break of months. Hence all the prices are assumed from the close of 5th October as presented by…
Looking for a good read? In this post I present and describe the best books that I personally recommend and think a serious long-term investor should read to improve his understanding of investing and widen his knowledge about capital markets and its instuments. In today’s world knowledge is everything really. Hence it is extermely important…
In this post I shortly describe the end-of-month rebalancing of the SIA-style Pension Portfolio (PP). For a detailed review of the most important market developments for August 2020 please refer to my Global Leaders Portfolio (GLP) rebalancing here. The rebalance The usual monthly injection of $1k was again used to purchase GLD. SPY holdings were…
In this article I write about the most important market developments for August 2020 and their impact on our SIA-style portfolios and proceed with the end-of-month rebalancing for GLP. The PP portfolio rebalance is explained in a separate post. Let’s get to it… August like no other This year is just so much different than any other. Marktes saw an…
Assume you have now determined which cycle phase we have now? Want to figure out which sectors are best to invest in now and poised to outperform? In this post I shortly explain the general common knowledge as to the relative performane of different sectors throughout the business cycle. Also, I will explain how Smart…
In this post I shortly explain the SIA-style Pension Portfolio end-of-month rebalancing. For a detailed description of recent market events that drove bonds, equities, commodities and FX in July please check my other post about GLP. The rebalance The usual monthly injection of $1k was used to purchase GLD. The reason is that Gold bullion…
Hi, Smart Investors. In this article I explain the major market developments of recent months and their impact on our SIA-style portfolios and proceed with the end-of-month rebalancing for GLP. The PP portfolio rebalance is explained here. Main trends of recent months We’re now 5 months into the Covid-19 recession. Meanwhile we saw a 37%…
In the Deep Dive into SIA series of articles I write in-depth analysis of the Smart Investing Approach (SIA). So far we have covered the following issues: Why should excess debt be avoided in picking stocks – Deep Dive into SIA (1) Are higher dividends better than higher growth? – Deep dive into SIA (2)…