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)…
Here comes the June rebalance of the SIA-Style Pension Portfolio (PP). The rebalance PP had an appx. 10% equity allocation as of end of May 2020, which is the middle of the Contraction-eligible range for a SIA-style portfolio. As I have mentioned in a more detailed description of the current state of markets in my…
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…
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…
