◼ National Bureau of Economic Research (NBER) – the only body eligible to arbitrarily call recession dates in the US – has just announced that the Covid-driven recession lasted ONLY 2 months. ◼ This is very surprising for most economists and investors and makes the 2020 even the shortest recession in history. ◼ The NBER’s…
Fellow investors! 💣 Please take a while to watch this video with a mid-year update of my GlobalLeadersPortfolio (GLP). I run a detailed analysis of the portfolio’s structure, performance and plans going forward. I stay at your disposal. Please contact me, should you have any questions. I also invite you to Copy me on eToro!!!!…
Dear Followers&Copiers, Just a quick update on the portfolio as it stands as of today. I wanted to highlight to you just how important divesification between both asset classes (equities ($SPX500), $GOLD, Treasuries ($TLT, $SHY), CASH) as well as within the equity portfolio itself is. As of today we have: 22 stocks fulfilling SIAScore 2…
The history repeats itself every once in a while (sometimes a longer while, if cycles are considered). Below you will see a graph showing $SPX500 all the way back to 2009 with a short explanation of the 4 major periods of the last decade-long bull run of the US economy (ended Feb 2020) and the…
Dear Copiers&Followers, As some of you know my Global Leaders Portfolio (GLP) has pretty strict rules of picking stocks and other assets to it that alltogether are called Smart Investing Approach (SIA). 𝗦𝗜𝗔𝗦𝗰𝗼𝗿𝗲 As for stocks specifically I use a set of 5 points that I call SIAScore. Here they are: S1: growing sector 1pts/0pts,…