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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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