𝗜𝘁’𝘀 𝗯𝗲𝗲𝗻 𝗮 𝘃𝗲𝗿𝘆 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗶𝗻𝗴 𝘄𝗲𝗲𝗸 𝗳𝗼𝗿 𝗮 𝗳𝗲𝘄 𝗿𝗲𝗮𝘀𝗼𝗻𝘀. 𝗙𝗶𝗿𝘀𝘁𝗹𝘆 𝘄𝗲 𝘀𝗮𝘄 𝗮 𝗯𝘂𝗻𝗰𝗵 𝗼𝗳 𝗾𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 𝘄𝗵𝗶𝗰𝗵 𝗼𝗻 𝗴𝗲𝗻𝗲𝗿𝗮𝗹 𝗯𝗲𝗮𝘁 𝗲𝘅𝗲𝗽𝗰𝘁𝗮𝗿𝗶𝗼𝗻𝘀, 𝗰𝗼𝗻𝗳𝗶𝗿𝗺𝗶𝗻𝗴 𝘀𝘁𝗶𝗹𝗹 𝘀𝘁𝗿𝗼𝗻𝗴 𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺. 𝗔𝗻𝗱 𝘀𝗲𝗰𝗼𝗻𝗱𝗹𝘆 𝘄𝗲 𝘀𝘁𝗮𝗿𝘁𝗲𝗱 𝘁𝗵𝗲 𝘄𝗲𝗲𝗸 𝗼𝘂𝘁 𝗶𝗻 𝘁𝗵𝗲 𝗿𝗲𝗱 𝘄𝗶𝘁𝗵 𝗮 𝗹𝗼𝘁 𝗼𝗳 “𝗰𝗼𝗿𝗿𝗲𝗰𝘁𝗶𝗻𝗴 𝗰𝗼𝗺𝗲𝘀 𝗻𝗼𝘄” 𝗰𝗮𝗹𝗹, 𝗯𝘂𝘁 𝗮𝗴𝗮𝗶𝗻 𝗶𝘁 𝗱𝗶𝗱 𝗻𝗼𝘁 𝗵𝗮𝗽𝗽𝗲𝗻. I have writted…
◼ National Bureau of Economic Research (NBER) – the only body eligible to arbitrarily call recession dates in the US – has just announced that the Covid-driven recession lasted ONLY 2 months. ◼ This is very surprising for most economists and investors and makes the 2020 even the shortest recession in history. ◼ The NBER’s…
𝗘𝗾𝘂𝗶𝘁𝗶𝗲𝘀 𝗰𝗼𝗿𝗿𝗲𝗰𝘁𝗲𝗱 𝘁𝗵𝗶𝘀 𝘄𝗲𝗲𝗸. 𝗜𝗻𝗱𝗶𝗰𝗲𝘀 𝗱𝗶𝗱 𝗻𝗼𝘁 𝗹𝗼𝘀𝗲 𝗺𝘂𝗰𝗵, 𝗯𝘂𝘁 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝘄𝗮𝘀 𝗳𝗲𝗲𝗶𝗻𝗴 𝗮 𝗹𝗶𝘁𝘁𝗹𝗲 𝗱𝗶𝘀𝗼𝗿𝗶𝗲𝗻𝘁𝗲𝗱. 𝗢𝗻 𝘁𝗵𝗲 𝗼𝗻𝗲 𝗵𝗮𝗻𝗱 𝘄𝗲 𝗵𝗮𝗱 𝗮 𝗳𝗲𝘄 𝗯𝗶𝗴 𝘀𝘁𝗼𝗰𝗸𝘀 𝗵𝗼𝗹𝗱𝗶𝗻𝗴 𝘄𝗲𝗹𝗹, 𝗯𝘂𝘁 𝗼𝗻 𝘁𝗵𝗲 𝗼𝘁𝗵𝗲𝗿 𝗵𝗮𝗻𝗱 𝘄𝗲 𝘀𝗮𝘄 𝘁𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿 𝗼𝗳 𝘀𝘁𝗼𝗰𝗸𝘀 𝗵𝗶𝘁𝘁𝗶𝗻𝗴 𝟱𝟮-𝘄𝗲𝗲𝗸 𝗵𝗶𝗴𝗵𝘀 𝗲𝘅𝗰𝗲𝗲𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿 𝗵𝗶𝘁𝘁𝗶𝗻𝗴 𝗹𝗼𝘄𝘀 𝗮𝘁 𝘁𝗵𝗲 𝗹𝗼𝘄𝗲𝗿 𝗲𝗻𝗱 𝗼𝗳 𝗶𝘁𝘀 𝗿𝗮𝗻𝗴𝗲,…
𝗡𝗲𝘄 𝗔𝗧𝗛𝘀 𝗳𝗼𝗿 𝗦&𝗣𝟱𝟬𝟬 𝗱𝘂𝗿𝗶𝗻𝗴 𝗮 𝘄𝗲𝗲𝗸 𝘁𝗵𝗮𝘁 𝗳𝗲𝗲𝗹𝘀 𝗰𝗼𝗿𝗿𝗲𝗰𝘁𝗶𝘃𝗲 𝗳𝗼𝗿 𝗺𝗼𝘀𝘁 𝗼𝗳 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗽𝗮𝗿𝘁𝗶𝗰𝗶𝗽𝗮𝗻𝘁𝘀. 𝗧𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗶𝘀 𝗳𝘂𝗹𝗹 𝗼𝗳 𝗳𝗲𝗮𝗿. 𝗝𝗮𝗽𝗮𝗻 𝗰𝗹𝗲𝗮𝗿𝗹𝘆 𝘂𝗻𝗱𝗲𝗿𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗱 𝗱𝘂𝗲 𝘁𝗼 𝗮 𝘄𝗼𝗿𝘀𝗲𝗻𝗶𝗻𝗴 𝗖𝗼𝘃𝗶𝗱-𝟭𝟵 𝘀𝗶𝘁𝘂𝗮𝘁𝗶𝗼𝗻. 𝗘𝗨 𝗮𝗻𝗱 𝗨𝗦 𝗲𝗻𝗱𝗲𝗱 𝘀𝗹𝗶𝗴𝗵𝘁𝗹𝘆 𝘂𝗽 𝗼𝗻 𝘁𝗵𝗲 𝘄𝗲𝗲𝗸. The CNN Fear&Greed Index ended the week at 37. The Wall of Worry goes on.…
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,…
𝗦𝗼 𝘄𝗲’𝘃𝗲 𝗵𝗮𝗱 𝘁𝗵𝗲 𝘃𝗲𝗿𝘆 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗙𝗢𝗠𝗖 𝘁𝗵𝗶𝘀 𝘄𝗲𝗲𝗸 𝘁𝗵𝗮𝘁 𝘀𝗮𝗶𝗱 𝘁𝘄𝗼 𝘁𝗵𝗶𝗻𝗴𝘀: 𝟭. 𝘄𝗲 𝗮𝗰𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 𝗵𝗼𝘁 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗿𝗮𝗶𝘀𝗲 𝘁𝗵𝗲 𝗱𝗼𝘁 𝗽𝗹𝗼𝘁 𝗳𝗼𝗿 𝟮𝟬𝟮𝟯 𝗼𝗻𝘄𝗮𝗿𝗱𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝘁𝗼 𝘀𝘁𝗮𝗿𝘁 𝗱𝗶𝗴𝗲𝘀𝘁𝗶𝗻𝗴 𝗵𝗶𝗴𝗵𝗲𝗿 𝗿𝗮𝘁𝗲𝘀 𝘀𝗼𝗼𝗻𝗲𝗿 𝗮𝗻𝗱 𝟮. 𝘄𝗲’𝘃𝗲 𝗸𝗲𝗲𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗮𝘀𝘀𝗲𝘁 𝗽𝘂𝗿𝗰𝗵𝗮𝘀𝗲𝘀 𝗮𝘀 𝘁𝗵𝗲𝘆 𝘄𝗲𝗿𝗲 (𝗻𝗼 𝘁𝗮𝗽𝗲𝗿𝗶𝗻𝗴). 𝗘𝘅 𝘁𝗵𝗮𝘁 𝘁𝗵𝗲 𝘄𝗲𝗲𝗸 𝘄𝗮𝘀 𝗮𝗯𝗼𝘂𝘁 𝗚𝗿𝗼𝘄𝘁𝗵 𝗼𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗶𝗻𝗴…
𝙎𝙋𝟱𝟬𝟬 𝙚𝙠𝙚𝙙 𝙤𝙪𝙩 𝙖 𝙣𝙚𝙬 𝘼𝙏𝙃 𝙛𝙞𝙣𝙖𝙡𝙡𝙮 𝙩𝙝𝙞𝙨 𝙬𝙚𝙚𝙠, 𝙖𝙛𝙩𝙚𝙧 𝙝𝙖𝙫𝙞𝙣𝙜 𝙘𝙤𝙣𝙨𝙤𝙡𝙞𝙙𝙖𝙩𝙚𝙙 𝙖𝙧𝙤𝙪𝙣𝙙 𝙩𝙝𝙚 𝙝𝙞𝙜𝙝𝙨 𝙛𝙤𝙧 𝙤𝙫𝙚𝙧 𝙖 𝙢𝙤𝙣𝙩𝙝. 𝙏𝙚𝙘𝙝 𝙨𝙩𝙤𝙘𝙠𝙨 𝙝𝙖𝙫𝙚 𝙮𝙚𝙩 𝙖 𝙩𝙞𝙣𝙮 𝙡𝙞𝙩𝙩𝙡𝙚 𝙗𝙞𝙩 𝙩𝙤 𝙜𝙤, 𝙗𝙪𝙩 𝙚𝙣𝙙𝙚𝙙 𝙁𝙧𝙞𝙙𝙖𝙮 𝙖𝙩 𝙩𝙝𝙚 𝙬𝙚𝙚𝙠𝙡𝙮 𝙝𝙞𝙜𝙝𝙨 𝙖𝙨 𝙬𝙚𝙡𝙡. 𝙊𝙞𝙡 𝙞𝙨 𝙗𝙖𝙘𝙠 𝙖𝙗𝙤𝙫𝙚 𝙐𝙎𝘿𝟳𝟬/𝙗𝙗𝙡. What’s notable is that all this happens with the Fear&Greed Index only…
𝙄𝙩’𝙨 𝙗𝙚𝙚𝙣 𝙖 𝙬𝙚𝙚𝙠 𝙬𝙞𝙩𝙝 𝙫𝙚𝙧𝙮 𝙡𝙤𝙬 𝙫𝙤𝙡𝙖𝙩𝙞𝙡𝙞𝙩𝙮. 𝙄𝙣𝙙𝙞𝙘𝙚𝙨 𝙝𝙤𝙫𝙚𝙧𝙚𝙙 𝙖𝙧𝙤𝙪𝙣𝙙 𝙞𝙩𝙨 𝘼𝙏𝙃𝙨 𝙖𝙨 𝙞𝙛 𝙩𝙝𝙚𝙮’𝙙 𝙗𝙚 𝙥𝙧𝙚𝙥𝙖𝙧𝙞𝙣𝙜 𝙩𝙤 𝙗𝙚𝙖𝙩 𝙩𝙝𝙚𝙢. 𝙂𝙧𝙤𝙩𝙝 𝙤𝙪𝙩𝙥𝙚𝙧𝙛𝙤𝙧𝙢𝙚𝙙 𝙑𝙖𝙡𝙪𝙚 𝙩𝙝𝙞𝙨 𝙬𝙚𝙚𝙠. What’s notable it that the sentiment is pretty bad still with equities being so high. Fear&Greed Index is in the low 40s. This shows that we’re having a typical…
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…
