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…
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…
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…
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,…
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.…
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!…
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…
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.…
It is an extremely important thing to understand that every kind of investment carries certain amount of risk. Returns are as a rule a function of risk. Before starting to build an own portfolio of financial instruments everyone should first test their knowledge about financial instuments, their characteristics and the risks they carry. It is…
As is the case in every human activity, key to success is consistency. Whether you’re an enterpreneur or an employee, whether you teach at school or are a cardio surgeon, it’s always the rules you obey that drive your performance in what you do. In the investing world the word consistency should really be written…
