Portfolios

Our Market Analysis: 30/03/2018

This week marks the return to a phase of hesitation after the sharp decline in indices last week in the United States and Europe.

This week ends with a rise in indices, 2% for the S & P500 and 1.4% for the Stoxx600NR, knowing that the outperformance of the US index has occurred after European closing.

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Posted by christophe in Market Analysis, Portfolios

A European sector in our ETF Watchlist – 30/03/2018

…sector is recovering its defensive role, while the theme of interest rates and inflation seems to have taken a back seat for the moment. In addition, the restructuring of…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

A european index in our Watchlist – 28/03/2018

…export companies are in the crosshairs of the US administration while the huge profits made in China by the automotive industry and equipment manufacturers seem…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

Trading ideas : an arbitrage – 28/03/2018

We exit XPP (leverage x2 China index) because of the short-term reversal of the index, and replace it with the ETF leverage x2 Proshares UCO (WTI oil), the trend of which is sharply improving both short-term and long term mainly for geopolitical reasons.

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

Arbitrage in our Dollar Growth Portfolio – 28/03/2018

We exit the Proshares NOBL ETF (Dividend Aristocrats US) from our Dollar Growth portfolio following the absolute and relative technical…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

An ETF comes out of our Active Euro Portfolio – 28/03/2018

An ETF out of our Euro Assets portfolio, setting up a cash line in the face of deteriorating markets…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios