Hey hey 🙂 Summer is here finally. For most of you it’s time to take your time off and rest after hard work for most of the year. But markets never sleep. I remember very well both August 2011 and 2015, when Summer became hell for most of people, as sudden developments took most off…
Smart Investors, it’s time to dig deeper into Smart Investing Approach (SIA) again! Today I analyse in details on why the portfolio of equities in the SIA-style Global Leaders Portfolio (GLP) looks as it does and why these certain equities and not other ones have found their place in the GLP at inception (and are…
Hi Smart Investors! I hope you’re doing all right. It’s been more of a quiet week really, but here’s what’s up: Last week -> The market managed to reign in the recent burst of downside volatility from Thursday the week before and from a technical perspective it defended the 200 moving average support level on…
Hello everyone! Bullish sentiment persists in markets into the start of June. Here’s a quick recap for you of what matters the most and drives markets currently. Last week Equity markets stories:-> The markets ignored the massive wave of social unrest in US caused by the death of George Floyd, an afroamerican killed by a policeman.…
Hi all! Today I wanted to come back to you with the continuation of the series I call the Deep Dive into SIA. Part (1) was about debt. Today I wanted to make a few deliberations about another aspect of the SIA Score, namely S5 and S1, which are directly connected with each other (please…
Hello Hello! I hope your’re all safe and sound. As another month came to an end, it’s time to adjust the SIA-style Pension Portfolio (PP) alongside the Global Leaders Portfolio (GLP). I have described all current thoughts about what’s happening and what’s most important on the global capital markets here while rebalancing GLP. Please take…
Hello Smart Investors! Another month passed and it’s time to look at the SIA-style exemplary portfolios to see how they are and if there’s an adjustment needed. But first let me start with a few words on the recent main drivers and themes that drove capital markets. Most of the economies were slowly, but steadily,…
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.…
