Over the last decade the correlation between inflation (measured by CPI YoY change) and the $SPX500 returns (also YoY) was clearly positive and pretty stong. Higher moderate inflation (below 3%) usually meant higher GDP growth, higher EPS growth for US corporations and generally healthy economic conditions. This naturally impacted stocks returns. Lower inflation (perios of…
We had a hell of a day yesterday with GlobalAlphaS portfolio up 5.04%. Main reasons for the performanace: 👉 Long equity hedges netted out in Feb/strat March 👉 Portfolio positioned to gain on the expected (and now materializing) rebound off the correction’s lows as situation around Ukrain descalates and 1st Fed rate hike is behind…
The year is slowly running its course and as December looms just around the corner, more and more institutions are issuing their equity strategies for next year. Before we dive into the next year’s predictions though let’s quickly have a run through what was up so far on equity markets in 2021: ✅ YTD performance…
Dear Copiers&Followers, Below you will find a very interesting article about how the Hedge Funds industry has performed so far this year. Here are the basic conclusions from my side: ◼ HFs still struggle to make a competitive race with ETFs and actively managed mutual funds. ◼ No single HF strategy has outperformed the $SPX500…
There’s been and awful lot of new issues arising in the makrets lately, even though from the outside it looks quietish, becuse there’s no volatiliy on aggregate basis. I think it’s important to have a list of current major issues so as to be constantly monitoring of which one of them could be the trigger…
Disclaimers: None of the ideas, views and thoughts presented here shall ever be taken as a recommendation to buy or sell stocks,bonds,FX,commodities or any other financial instruments as stated in REGULATION (EU) No 596/2014 OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL of 16 April 2014 on market abuse (market abuse regulation) and repealing Directive…
Fellow investors! 💣 Please take a while to watch this video with a mid-year update of my GlobalLeadersPortfolio (GLP). I run a detailed analysis of the portfolio’s structure, performance and plans going forward. I stay at your disposal. Please contact me, should you have any questions. I also invite you to Copy me on eToro!!!!…
𝗡𝗲𝘄 𝗔𝗧𝗛𝘀 𝗳𝗼𝗿 𝗦&𝗣𝟱𝟬𝟬 𝗱𝘂𝗿𝗶𝗻𝗴 𝗮 𝘄𝗲𝗲𝗸 𝘁𝗵𝗮𝘁 𝗳𝗲𝗲𝗹𝘀 𝗰𝗼𝗿𝗿𝗲𝗰𝘁𝗶𝘃𝗲 𝗳𝗼𝗿 𝗺𝗼𝘀𝘁 𝗼𝗳 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗽𝗮𝗿𝘁𝗶𝗰𝗶𝗽𝗮𝗻𝘁𝘀. 𝗧𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗶𝘀 𝗳𝘂𝗹𝗹 𝗼𝗳 𝗳𝗲𝗮𝗿. 𝗝𝗮𝗽𝗮𝗻 𝗰𝗹𝗲𝗮𝗿𝗹𝘆 𝘂𝗻𝗱𝗲𝗿𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗱 𝗱𝘂𝗲 𝘁𝗼 𝗮 𝘄𝗼𝗿𝘀𝗲𝗻𝗶𝗻𝗴 𝗖𝗼𝘃𝗶𝗱-𝟭𝟵 𝘀𝗶𝘁𝘂𝗮𝘁𝗶𝗼𝗻. 𝗘𝗨 𝗮𝗻𝗱 𝗨𝗦 𝗲𝗻𝗱𝗲𝗱 𝘀𝗹𝗶𝗴𝗵𝘁𝗹𝘆 𝘂𝗽 𝗼𝗻 𝘁𝗵𝗲 𝘄𝗲𝗲𝗸. The CNN Fear&Greed Index ended the week at 37. The Wall of Worry goes on.…
Dear Followers&Copiers, Just a quick update on the portfolio as it stands as of today. I wanted to highlight to you just how important divesification between both asset classes (equities ($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,…
