Dear Followers&Copiers, In this post I run a SIAScore update for $BKNG. “Formerly The Priceline Group Inc., is a provider of travel and restaurant online reservation and related services. The Company, through its online travel companies (OTCs), connects consumers wishing to make travel reservations with providers of travel services across the world. It offers consumers…
Dear Followers&Copiers, Another Financial Year (FY) has passed, the reporting season is over and it’s time to update the equity portfolio of the Global Leaders Portfolio (GLP) in terms of the SIAScore we use. Let’s quickly remind what SIAScore is and how the process : S1: growing sector 1pts/0pts, S2: incumbent or prospective global leader…
𝘼𝙨 𝙩𝙝𝙚 𝙮𝙞𝙚𝙡𝙙𝙨 𝙘𝙖𝙡𝙢 𝙙𝙤𝙬𝙣, 𝙩𝙝𝙚 𝙚𝙦𝙪𝙞𝙩𝙮 𝙢𝙖𝙧𝙠𝙚𝙩𝙨 𝙣𝙖𝙩𝙪𝙧𝙖𝙡𝙡𝙮 𝙧𝙚𝙨𝙩𝙤𝙧𝙚 𝙩𝙝𝙚𝙞𝙧 𝙜𝙧𝙤𝙬𝙩𝙝 𝙩𝙧𝙖𝙟𝙚𝙘𝙩𝙤𝙧𝙮. 𝘼 𝙨𝙝𝙤𝙧𝙩𝙚𝙧 𝙬𝙚𝙚𝙠 𝙞𝙨 𝙗𝙚𝙝𝙞𝙣𝙙 𝙪𝙨, 𝙖𝙨 𝙢𝙤𝙨𝙩 𝙢𝙖𝙧𝙠𝙚𝙩𝙨 𝙬𝙚𝙧𝙚 𝙘𝙡𝙤𝙨𝙚𝙙 𝙤𝙣 𝙁𝙧𝙞𝙙𝙖𝙮 𝙛𝙤𝙧 𝙀𝙖𝙨𝙩𝙚𝙧 𝙝𝙤𝙡𝙞𝙙𝙖𝙮 𝙨𝙚𝙖𝙨𝙤𝙣. 𝙂𝙧𝙤𝙬𝙩𝙝 𝙧𝙚𝙜𝙖𝙞𝙣𝙚𝙙 𝙢𝙤𝙢𝙚𝙣𝙩𝙪𝙢 𝙩𝙝𝙞𝙨 𝙬𝙚𝙚𝙠. Both $DJ30 and $SPX500 made new ATHs this week with the latter having trespassed the psychological 4000 pts. level. Best…
Dear Followers&Copiers, Another Financial Year (FY) has passed, the reporting season is over and it’s time to update the equity portfolio of the Global Leaders Portfolio (GLP) in terms of the SIAScore we use. Let’s quickly remind what SIAScore is and how the process goes: S1: growing sector 1pts/0pts, S2: incumbent or prospective global leader…
Dear Followers&Copiers, Another Financial Year (FY) has passed, the reporting season is over and it’s time to update the equity portfolio of the Global Leaders Portfolio (GLP) in terms of the SIAScore we use. Let’s quickly remind what SIAScore is and how the process : S1: growing sector 1pts/0pts, S2: incumbent or prospective global leader…
Dear Followers&Copiers, Another Financial Year (FY) has passed, the reporting season is over and it’s time to update the equity portfolio of the Global Leaders Portfolio (GLP) in terms of the SIAScore we use. Let’s quickly remind what SIAScore is and how the process : S1: growing sector 1pts/0pts, S2: incumbent or prospective global leader…
𝗔 𝗰𝗮𝗹𝗺𝗲𝗿 𝘄𝗲𝗲𝗸 𝗯𝗲𝗵𝗶𝗻𝗱 𝘂𝘀 𝘄𝗶𝘁𝗵 𝗺𝘂𝗰𝗵 𝗹𝗲𝘀𝘀 𝘀𝘄𝗶𝗻𝗴𝘀 𝗮𝗻𝗱 𝘃𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆. 𝗠𝗮𝗶𝗻 𝗶𝗻𝗱𝗶𝗰𝗲𝘀 𝘀𝘁𝗮𝘆𝗲𝗱 𝘄𝗶𝘁𝗵𝗶𝗻 𝗮 𝗿𝗲𝗹𝗮𝘁𝗶𝘃𝗲𝗹𝘆 𝗻𝗮𝗿𝗿𝗼𝘄 𝗿𝗮𝗻𝗴𝗲 𝗼𝗱 𝗮𝗽𝗽𝗿𝗼𝘅𝗶𝗺𝗮𝘁𝗲𝗹𝘆 𝟮%. 𝗖𝗹𝗶𝗺𝗯𝗶𝗻𝗴 𝟭𝟬𝗬 𝗿𝗮𝘁𝗲𝘀 𝗿𝗼𝗶𝗹𝗲𝗱 𝗵𝗶𝗴𝗵 𝘁𝗲𝗰𝗵 𝘀𝘁𝗼𝗰𝗸𝘀 𝗮𝗴𝗮𝗶𝗻. The $SPX500 managed to tip a new ATH and so Did the $DJ30, whilst $NSDQ100 still suffers from higher cost of capital. The 10Y treasury…
Dear Followers&Copiers, Another Financial Year (FY) has passed, the reporting season is over and it’s time to update the equity portfolio of the Global Leaders Portfolio (GLP) in terms of the SIAScore $SQ we use. Let’s quickly remind what SIAScore is and how the process : S1: growing sector 1pts/0pts, S2: incumbent or prospective global…
Dear Followers&Copiers, Another Financial Year (FY) has passed, the reporting season is over and it’s time to update the equity portfolio of the Global Leaders Portfolio (GLP) in terms of the SIAScore system we use. Let’s quickly remind what SIAScore is and how the process : S1: growing sector 1pts/0pts, S2: incumbent or prospective global…
𝙏𝙝𝙚 𝙚𝙦𝙪𝙞𝙩𝙞𝙚𝙨 𝙘𝙖𝙢𝙚 𝙗𝙖𝙘𝙠 𝙧𝙤𝙖𝙧𝙞𝙣𝙜 𝙝𝙞𝙜𝙝𝙚𝙧 𝙡𝙖𝙨𝙩 𝙬𝙚𝙚𝙠, 𝙖𝙨 𝙩𝙝𝙚 𝙢𝙖𝙧𝙠𝙚𝙩 𝙞𝙨 𝙣𝙤𝙬 𝙢𝙤𝙧𝙚 𝙞𝙜𝙣𝙤𝙧𝙖𝙣𝙩 𝙬𝙞𝙩𝙝 𝙝𝙞𝙜𝙝𝙚𝙧 𝙮𝙞𝙚𝙡𝙙𝙨 𝙖𝙣𝙙 𝙨𝙚𝙚𝙢𝙨 𝙩𝙤 𝙗𝙚 𝙩𝙖𝙠𝙞𝙣𝙜 𝙞𝙩 𝙖𝙨 𝙖 𝙣𝙚𝙬 𝙣𝙤𝙧𝙢𝙖𝙡 𝙙𝙪𝙚 𝙩𝙤 𝙝𝙞𝙜𝙝𝙚𝙧 𝙜𝙧𝙤𝙬𝙩𝙝 𝙥𝙧𝙤𝙨𝙥𝙚𝙘𝙩𝙨. 𝙃𝙞-𝙏𝙚𝙘𝙝 𝙨𝙩𝙤𝙘𝙠𝙨 𝙨𝙩𝙞𝙡𝙡 𝙪𝙣𝙙𝙚𝙧𝙥𝙚𝙧𝙛𝙤𝙧𝙢. The $SPX500 and the $DJ30 managed even to make new all-time highs with the latter beeing the absolute…
