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…
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,…
There are so many brokerage firms to choose from it can be daunting to pick the best one. Unleveraged instruments include investments like stocks, exchange-traded funds, bonds, and mutual funds. Investments that are paid for in full when bought and not on margin. Charles Schwab Charles Schwab is a full-service broker that offers everything an…
👉 Precious metals have been the choice for many investors over the recent 6 months due to the fact that they’re treated as a natural hedge against higher inflation. 👉 Central Banks keep their stance of keeping inflation expectations/inflation itself at levels higher than sustainable in the long run. This has to do with enormous…
Dear readers, copiers and followers. Today I wanted to write a different post than usually. Not about investing itself, but more about life and how fulfilling education can be. Guess what?? Two days ago I got a call confirming that I have succefully passed the final exam for prestigeous CIIA charter granted by the Swiss…
Dear Followers&Copiers, In this post I run a fundamental update for $VWS.CO, which “is a Denmark-based company active within the wind power industry. The Company operates through two segments, Project and Service. The Project segment is responsible for sale of wind power plants and wind turbines, among others. The Service segment contains provision of services…
Dear Followers&Copiers, In this post I run a fundamental update for $SEDG, which “together with its subsidiaries, designs, develops, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations worldwide. It offers inverters, power optimizers, communication devices, and smart energy management solutions used in residential, commercial, and small utility-scale solar installations; and…
Dear Followers&Copiers, In this post I run a fundamental update for $AAPL, which “designs, manufactures and markets mobile communication and media devices, personal computers and portable digital music players. The Company sells a range of related software, services, accessories, networking solutions, and third-party digital content and applications. The Company’s segments include the Americas, Europe, Greater…
Dear Followers&Copiers, In this post I run a fundamental/technical investment update for $FB (Facebook), which “is focused on building products that enable people to connect and share through mobile devices, personal computers and other surfaces. The Company’s products include Facebook, Instagram, Messenger, WhatsApp and Oculus. Facebook enables people to connect, share, discover and communicate with…
𝘼𝙣𝙤𝙩𝙝𝙚𝙧 𝙨𝙩𝙧𝙤𝙣𝙜 𝙬𝙚𝙚𝙠 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙐𝙎 𝙚𝙦𝙪𝙞𝙩𝙞𝙚𝙨 𝙞𝙨 𝙗𝙚𝙝𝙞𝙣𝙙 𝙪𝙨. 𝙐𝙎 𝙖𝙡𝙨𝙤 𝙘𝙡𝙚𝙖𝙧𝙡𝙮 𝙤𝙪𝙩𝙥𝙚𝙧𝙛𝙤𝙧𝙢𝙚𝙙 𝙤𝙩𝙝𝙚𝙧 𝙢𝙖𝙟𝙤𝙧 𝙢𝙖𝙧𝙠𝙚𝙩𝙨 (𝙀𝙐 𝙖𝙣𝙙 𝙅𝙖𝙥𝙖𝙣), 𝙥𝙡𝙪𝙨 𝙂𝙧𝙤𝙬𝙝𝙩 𝙠𝙚𝙥𝙩 𝙢𝙖𝙠𝙞𝙣𝙜 𝙞𝙩𝙨 𝙘𝙤𝙢𝙚𝙗𝙖𝙘𝙠 𝙫𝙨. 𝙑𝙖𝙡𝙪𝙚. 𝙍𝙚𝙥𝙤𝙧𝙩𝙞𝙣𝙜 𝙨𝙚𝙖𝙨𝙤𝙣 𝙛𝙤𝙧 𝟭𝙌𝟮𝟭 𝙨𝙩𝙖𝙧𝙩𝙨 𝙣𝙚𝙭𝙩 𝙬𝙚𝙚𝙠, 𝙨𝙤 𝙩𝙝𝙚 𝙚𝙢𝙥𝙝𝙖𝙨𝙞𝙨 𝙨𝙝𝙤𝙪𝙡𝙙 𝙨𝙬𝙞𝙣𝙜 𝙛𝙧𝙤𝙢 𝙢𝙖𝙘𝙧𝙤 𝙩𝙤 𝙢𝙞𝙘𝙧𝙤. The US treasury yield found their temporary level up here around…
