Portfolios

28
Jul
2017

Our Market Analysis : 29/07/2017

This week was full of contradictions, which lead once again to flatness (-0,5% for the Stoxx600 and flat for the S&P500).

It was also a rich enough period with both positive and negative developments. Firstly, the Q2 corporate results are so far of good quality and exceed the expectations in Europe and the USA with encouraging prospects for the second half of the year, which is excellent news confirming a new cycle of rising profits has begun, and is expected to translate into a virtuous circle of lowering unemployment, rising consumption and increasing investment.

… Lire
Posted by christophe in Market Analysis, Portfolios
28
Jul
2017

Pan Africa : launching a medium term buy signal? (PAF) – 28/07/17

We integrate the ETF Lyxor Pan Africa (PAF) into our Watchlist, while this ETF seems to rebound to the point of launching a medium-term buy signal. This index is composed of 30 stocks exposed equally in three geographical zones: North Africa, Sub-Saharan Africa and South Africa.

… Lire
Posted by christophe in Buy, Sell, Watchlist, Portfolios
25
Jul
2017

Two exits et two entries in our Active Dollar Portfolio – 25/07/17

We decide to exit the ETF Ishares THD (MSCI THAILAND) from the Active Dollar portfolio, while the index has struggled to find a bullish momentum in recent weeks. We are replacing it with an ETF with a positive momentum and a strong upward potential in the short and medium term: the Ishares ETF EWW (MSCI Mexico).

… Lire
Posted by christophe in Buy, Sell, Watchlist, Portfolios
24
Jul
2017

Global Macro Portfolio : one entry – 24/07/17

Our Robot Allocator increases the Commodities share in the Global Macro Portfolio, and selects SOYB (Teucrium Soybean Fund).

SOYB, weekly data :

 

… Lire
Posted by christophe in Buy, Sell, Watchlist, Portfolios