L'ETF Vanguard Total Bond Market vise à reproduire l’indice Bloomberg Barclays U.S. Aggregate Float Adjusted qui mesure la performance des titres à revenu fixe publics et imposables aux États-Unis ainsi que les obligations, titres et actifs hypothécaires dont l'échéance dépasse un an. Créé en 2007 et... Afficher plus
June 22 & H1 Performance
This is to share perspective about June 22 & H1 consolidated performance. What to say besides I am glad H1 is over! This has been the worst H1 Market performance since 1962 with SPX500 down 21% and NASDAQ down 30%. I am hopeful we should be nearing a bottom in... Afficher plus Traduction
Return of Deflation
The last year has been characterized by upward surprises on inflation data due to supply chain bottlenecks and the war. However, as these constraints loosen and supply comes roaring back just as consumer demand is collapsing we could have a deflationary scenario in the next year.... Afficher plus Traduction
You are at least 2 years early. First, inflation is far from over. Second, it will be followed by recession and then deflation. And no, bonds are not the answer if ECB announces rate hikes.... Afficher plus Traduction
In times of market underperformance it is easy to be overly pessimistic. The truth is high prices are the solution to high prices. When raw materials become to expensive consumers cut back on expenditure and we have a demand led recession similar to 2008 when we had the last commodity super cycle. ... Afficher plus Traduction
Bruised U.S. stock investors brace for more pain in second half of 2022- David Randall
With U.S stocks on track to mark their worst first half of the year in more than 50 years, investors are studying a range of metrics to determine whether the coming months could bring relief, or more of the same.
By... Afficher plus Traduction
Dear investors and copiers,
Designed to give an annual return around 7% with less risk. The next portfolio update will be in December.
In transparency with your investment I share a 5-year backtest of the portfolio compared with a classical 60% stocks / 40% bonds (using $SPY and $BND)
𝗔𝗻𝗻𝘂𝗮𝗹... Afficher plus Traduction