In this post I explain major drivers for both the global markets and our Global Leaders Portfolio (GLP) for November 2020. Then I move on to a short reminder of how we’re going to proceed once we enter the new phase of the economic cycle once it comes and how the nature of the portfolio…
In this post I continue our series of articles about portfolio management. I go on with further, a bit more detailed continuation of the theme. I further develop the issue of Compounding, I explain Discounting, Annualisation, Continous Compounding/Discounting. In the next posts we will move on from the basics to the definitions like Risk, portfolio…
In this post I summarize October 2020 on global markets shortly. The usual month-end rebalancing of the Global Leaders Portfolio (GLP) is also described here. Further diversification of the equity portfolio is being conducted with this rebalancing. New entrants into the GLP are representatives of the Clean Energy (CE) sector. CE is clearly one of…
With this article I would like to start a series of educative posts for those looking to increase their knowledge about building a portfolio of assets and managing it. We will start from the Basics that will help you understand further issues and considerations. The Basics are aimed at understanding such definitions as “return”, “averaging”,…
In this post I shortly describe the September rebalancing of the SIA-style Pension Portfolio (PP). For a detailed review of the most important market developments for September 2020 please refer to my Global Leaders Portfolio (GLP) rebalancing here. The rebalance Not much action this month in the PP. Boring? No! It’s a Pension Portfolio :). Patience…
In this post I shortly present the September 2020 rebalance of the SIA-style Global Leaders Portfolio (GLP). This month the post is a few days overdue, but I unfortunately had no access to the internet at the break of months. Hence all the prices are assumed from the close of 5th October as presented by…
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…
