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…
SP500 now officially above all time highs. Tech keeps leading. Apple in the leader’s yellow t-shirt. Analysts are calling the AAPL massive run “extensively streched”. Bespoke Investment Group cites technicals that AAPL is 26% above its 50-day average and almost 60% above 200-day moving average. Well, it in deed is. What’s it changing? Especially after…
August so far turns out to be much calmer than usual. Volatility is highly contained and markets keep making new all-time highs in US. this week SP500 has officially joined the team of indices breaking their February tops. This is an unprecedented situation and happened only once before. Here’s a look at the volatility index…
Hi, Smart Investors. In this article I explain the major market developments of recent months and their impact on our SIA-style portfolios and proceed with the end-of-month rebalancing for GLP. The PP portfolio rebalance is explained here. Main trends of recent months We’re now 5 months into the Covid-19 recession. Meanwhile we saw a 37%…
