Portfolios

01
Juil
2017

Our market analysis : 01/07/2017

After a period of wavering, the European market went into correction with a 2.1% fall for the Stoxx600 Net Return this week, while the US Index (S&P500) limited the damage (-0.6%), supported by the banking sector (+ 3.3% for the tracker XLF - Financials), and despite the fall in technology (Nasdaq composite: -1.9%).

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Posted by christophe in Market Analysis, Portfolios
30
Juin
2017

S&P500 dividends aristocrats : attractive in the current context (NOBL) – 30/06/17

We integrate the ETF Proshares NOBL (listed in dollar) which tracks the performance of the S&P500 Dividend Aristocrats index, composed of S&P500 companies that have increased or maintained their Dividend over a period of at least 25 years.
  • We believe NOBL looks attractive in the current context as it is expected to prove more resilient on periods of turbulence, while many sectors are now under pressure.
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Posted by christophe in Buy, Sell, Watchlist, Portfolios
26
Juin
2017

Global Macro Portfolio : Our algorithm sells an ETF – 26/06/17

Our Robot Allocator further reduced the share of commodities in the Global macro portfolio and sold its BAL position (iPath Bloomberg Cotton Subindex Total ReturnSM ETN). The portfolio's other positions were overweighted accordingly.

BAL, weekly data :

 

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Posted by christophe in Buy, Sell, Watchlist, Portfolios
24
Juin
2017

Our market analysis : 24/06/2017

This week was once again marked by the continuity of the previous trading range with low variations (Stoxx600: -0.2% and S&P500: + 0.2%), which extends the corrective episode that has started several weeks ago.

This week was marked by a further sharp drop in oil (-4.5%) despite positive US stocks datas (slightly down), while the market looks no more confident in OPEC’s ability to stabilise prices.

… Lire
Posted by christophe in Market Analysis, Portfolios