Buy, Sell, Watchlist

Changes in our Active Euro Portfolio – 15/02/2018

3 exits in our Active Euro portfolio, to be made at the end of the day. Our Euro Active portfolio will…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

An ETF linked to volatility in our ETF Watchlist – 14/02/2018

… has resumed its rise for the last ten days due to the rise in US long-term interest rates and the fear of a return to inflation. In addition…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

One exit in our Global Macro Portfolio – 13/02/2018

One exit in the Bond compartment of our Global Macro Portfolio…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

A european sector (short) in our ETF Watchlist – 09/02/2018

…stocks have entered a phase of consolidation due to the surge of 10-year US rate and the sharp rise in the Euro / USD which penalizes those companies that generate a large portion of their…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

A US Sector (short) in our ETF Watchlist – 08/02/2018

…index has stalled due to demanding valuations linked to speculative premiums and very high growth rates. The price of…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

A US sector in our ETF Watchlist – 07/02/2018

…companies have posted overall very good 2017 results with good prospects for 2018 due to global growth and the ever-heavier investment…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

One arbitrage in our Global Macro Portfolio – 05/02/2018

One arbitrage within the Equities compartment of our Global Macro portfolio…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

Two exits in our Active Euro Portfolio – 02/02/2018

We are taking out two ETFs of our Active Euro Portfolio…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

A nordic ETF in our Watchlist – 31/01/18

…is already up 7% in 2018, thanks in particular to the industrial sector, which is benefiting from the recovery of oil and commodities…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

Two arbitrages in our Global Macro Portfolio – 29/01/2018

Two arbitrages within the bond compartment of our Global Macro portfolio…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios