Portfolios

A BUY Alert on this asian index- 24/05/2018

A BUY Alert on this asian index…

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Posted by christophe in Alertes, Buy, Sell, Watchlist, Portfolios

3 changes in our Growth Dollar Portfolio – 23/05/2018

We amplify the “Megatrend” orientation of our Dollar Growth portfolio, realizing 3 changes…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

An entry in our Active Euro Portfolio – 23/05/2018

We integrate a regional ETF in our Active Euro Portfolio…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

Our Asset Allocation Strategy: 20/05/2018

Our risk of Crash indicator is again down to 33.1 / 100 below the trigger point for a cash component in our Global Macro portfolio…

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Posted by christophe in Market Analysis, Portfolios

Bullish / Bearish Alerts – 20/05/2018

Bullish / Bearish alerts of the week…

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Posted by christophe in Alertes, Buy, Sell, Watchlist, Portfolios

Our Market analysis: 19/05/2018

A week of resilience for the equity markets, with the S&P500 down slightly (-0.5%) and Nasdaq100 falling by only -1.2% over the period despite the upward push on long-term rates and doubts about trade negotiations between the US and China while in Europe the Stoxx600NR rose + 0.7%, thanks to the oil sector and also the strong US dollar at 1.17.

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Posted by christophe in Market Analysis, Portfolios