Aloha! May goes on and it turns out that this time it’s not a “sell in May and go away” scenario, as some feared at the start of the month. Most major markets keep holding up after massive April gains and consolidate within relatively narrow ranges digesting the progress of reopening the global economy and…
Hi all Smart Investors out there! I hope that the Weeklies, even though quite compound, do provide value for you in terms of updating you on major market drivers and cutting out the noise. Remember a Smart Investor has an investment perspective way beyond current little ups and downs, as much important as they may…
Hello Smart Investors! I hope you’re doing OK out there during the hard times we’re going through these days. Today I would like to start a series of posts that will elaborate in depth on why some of the specific SIA assumptions are as they are . Let’s call this series Deep Dive into SIA.…
Today I am starting a series of posts about my second SIA-style exemplary Growth Leaders Portfolio (GLP). This portfolio is aimed at both keeping exposure to the world’s leaders of growth and maintaining a top-down SIA-style portfolio allocations management. I have deliberately incepted GLP on the 28th January 2020, alongside with the Pension Portfolio (PP).…
