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Category Archives: Portfolios

Global Leaders Portfolio - Inception

Global Leaders Portfolio – 30th June 2020 rebalance

Investing, PortfoliosBy Pawel Cylkowski1 July 2020Leave a comment

Today I am rebalancing both of the SIA-style Portfolios, as another month has passed. Let me start with the Global Leaders Portfolio (GLP) here. So, since the Inception (28th Jan 2020) the GLP has done a great job of preserving the capital during the Covid-19 extreme downturn (max monthly drawdown -1,5% vs. -14% for SP500…

Scoring

Scoring – Deep Dive into SIA (3)

Investing, PortfoliosBy Pawel Cylkowski22 June 2020Leave a comment

Smart Investors, it’s time to dig deeper into Smart Investing Approach (SIA) again! Today I analyse in details on why the portfolio of equities in the SIA-style Global Leaders Portfolio (GLP) looks as it does and why these certain equities and not other ones have found their place in the GLP at inception (and are…

backtesting stocks

Backtesting of SIA-style portfolios

Investing, PortfoliosBy Pawel Cylkowski10 June 2020Leave a comment

Happy day all the Smart Investors out there! Today I wanted to make a quick note on how the SIA-style portfolios performed in the past. Past performance is of course not a guarrantee for the future, but if the backtesting period is long enough it can constitute a sound basis to expect similar behviour going…

Are higher dividends better than higher growth? – Deep dive into SIA (2)

Investing, PortfoliosBy Pawel Cylkowski3 June 2020Leave a comment

Hi all! Today I wanted to come back to you with the continuation of the series I call the Deep Dive into SIA. Part (1) was about debt. Today I wanted to make a few deliberations about another aspect of the SIA Score, namely S5 and S1, which are directly connected with each other (please…

Pension Portfolio photo

Pension Portfolio – 29th May 2020 rebalance

Investing, PortfoliosBy Pawel Cylkowski30 May 2020Leave a comment

Hello Hello! I hope your’re all safe and sound. As another month came to an end, it’s time to adjust the SIA-style Pension Portfolio (PP) alongside the Global Leaders Portfolio (GLP). I have described all current thoughts about what’s happening and what’s most important on the global capital markets here while rebalancing GLP. Please take…

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,…

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.…

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