Dear Follower&Copiers, Big things are coming ahead of us. The Global Leaders Portfolio (GLP) is now being slowly prepared for the start of a new cycle phase starting from Jan 2021. The portfolio allocations change will be a process that in my view might last between 3 to 6 months. Why a process? Because of…
A few short thoughts out of the commodity space into the start of 2021: ๐ Technicals: the Bloomberg Commodity Index (BCOM) is just breaking out upwards from a 10y+ faling formation (wedge). PLS SEE TITLE PICT. What does it tell us and what investment picture does this paint for next years? Let’s try answer is…
2020 was the inception year for GLP. We’re here at eToro for a month now with the GLP in its final form. Untill December the portfolio was run on www.GlobalAlphaSearch.com The portfolio’s inception took place on the 28th Jan 2020. Just days before the end of a 10-year bull run and what then appeared to…
In this post I shortly describe the November rebalancing of the SIA-style Pension Portfolio (PP). For a detailed review of the most important market developments for November 2020 please refer to my Global Leaders Portfolio (GLP) rebalancing here. The rebalance The usual monthly injection of $1k was used to purchase GLD. SPY and EEM holdings were…
In this post I explain major drivers for both the global markets and our Global Leaders Portfolio (GLP) for November 2020. Then I move on to a short reminder of how we’re going to proceed once we enter the new phase of the economic cycle once it comes and how the nature of the portfolio…
In this post I continue our series of articles about portfolio management. I go on with further, a bit more detailed continuation of the theme. I further develop the issue of Compounding, I explain Discounting, Annualisation, Continous Compounding/Discounting. In the next posts we will move on from the basics to the definitions like Risk, portfolio…
The Presidential elections risk was finally written down by the markets as election date came. This week showed that whatever the outcome investors just want to move on. We saw huge gains this week and indices regained most of the ground they lost in Oct in just a few days really. Again an extremely tight…
In this post I shortly describe the October rebalancing of the SIA-style Pension Portfolio (PP). For a detailed review of the most important market developments for October 2020 please refer to my Global Leaders Portfolio (GLP) rebalancingย here. The rebalance This month we’re adding $500 into SPY and GLD respectively from the usual monthly $1k cash…
In this post I summarize October 2020 on global markets shortly. The usual month-end rebalancing of the Global Leaders Portfolio (GLP) is also described here. Further diversification of the equity portfolio is being conducted with this rebalancing. New entrants into the GLP are representatives of the Clean Energy (CE) sector. CE is clearly one of…
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”,…
