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Global Leaders Portfolio - Inception

Global Leaders Portfolio – 30th November 2020 rebalance

Investing, PortfoliosBy Pawel Cylkowski1 December 2020Leave a comment

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…

Global Leaders Portfolio - Inception

Global Leaders Portfolio – 5th October 2020 rebalance

Investing, PortfoliosBy Pawel Cylkowski6 October 2020Leave a comment

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…

Global Leaders Portfolio - Inception

Global Leaders Portfolio – 31st August 2020 rebalance

Investing, PortfoliosBy Pawel Cylkowski1 September 2020Leave a comment

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…

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