Portfolios

A US sector in our Watchlist ETF – 21/02/2018

Big rebound for ETF after recent correction of indices…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

Our Asset Allocation Strategy: 18/02/2018

Our Krach indicator fell with the rebound recorded last week, to 45.5 / 100 now (vs 51.9 the previous week)…

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Posted by christophe in Market Analysis, Portfolios

Our Market analysis: 17/02/2018

After the last week sharp correction, this week was marked by a marked rebound, more extensive on the US indices (+ 4.3% for the S & P) than on the European indices (+ 3.3%) which is due to for two main reasons, the first being EURO / USD, which has fallen back above 1.25, penalizing the European industrial sector.

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Posted by christophe in Market Analysis, Portfolios

A US sector in our Watchlist ETF – 16/02/2018

…are quite insensitive to rates and inflation as well as the economic cycle. At the same time, M & A operations resumed and the number of release of new…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

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