Portfolios

Our Market Analysis: 03/03/2018

This week was marked by a new fall that led the Stoxx600NR to fall by 3.67% and the S & P500 which fell by more than 2% following D.Trump's decision to tax imports of aluminum and steel, which risks provoking a trade war with China and the main trading partners of the US, Europe in particular.

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Posted by christophe in Market Analysis, Portfolios

An agricultural commodity in our ETF Watchlist – 02/03/2018

We include in our Watchlist the ETC Wheat (OD7S) offered by ETF Securities (ETFS), which aims to allow investors to expose themselves to wheat prices by replicating the performance of the Bloomberg Wheat Subindex  which presents a technically attractive configuration.

OD7S bears a 0.49% fee, with a liquidity of $ 87m.

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

A European sector in our ETF Watchlist – 28/02/2018

…index has fallen about 1% since the beginning of the year and has been marked by a strong rebound in recent weeks, in the wake of the well-received results of…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

Our Asset Allocation strategy: 25/02/2018

Our crash indicator fell again to 44.2 / 100 now (vs 45.5 the previous week).

This level of indicator leads…

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Posted by christophe in Market Analysis, Portfolios

Our market analysis: 24/02/2018

After the fall, then the rebound, this week was marked by the hesitation that led the Stoxx600NR to increase by 0.23% and the S & P500 finally increased by 0.55% after a session of sharp rise on Friday (+1,6%), which followed a FED report that did not seem to be concerned about the slippage in inflation.

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Posted by christophe in Market Analysis, Portfolios

A South America ETF in our Watchlist – 23/02/2018

…has been hailed by the markets, but it remains an important issue for the country, particularly on the pursuit of reforms that are stalled after the decree who has…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios