Sergejs Kovalonoks
Sergejs Kovalonoks @BalanceAM

Performance
All

11.56%2025
2025
3.44%2024
2024
23.57%2023
2023
-37.40%2022
2022
-7.37%2021
2021
-28.21%2020
2020
24.99%2019
2019
14.13%2018
2018
20.13%2017
2017
37.4%0%-37.4%
Discussions
Sergejs Kovalonoks
Sergejs Kovalonoksclosed a $FDX buy position
Latvia
2y
FDX
FedEx Corporation
-11.05%
Trade Story
Sergejs Kovalonoks
Sergejs Kovalonoksclosed a $FDX buy position
Latvia
2y
FDX
FedEx Corporation
-10.57%
Trade Story
Sergejs Kovalonoks
Latvia
4y
Hi there, It has been a while since my last post, and the world has changed in a way that we could hardly imagine. After fighting deflation forces for over a decade, we now face the biggest inflationary shock since 1985. Navigating through this paradigm shift is the most difficult experience, as the... Show More
Sergejs Kovalonoks
Latvia
4y
Value storm has passed. Since August 2020, we experience the beginning of rising yields and the rise of inflation accelerating trends. This wind of change brought back the old-fashioned way of value investing, essentially flipping top-performing cards with worst-performing ones. Before the vaccine rollout,... Show More
Sergejs Kovalonoks
Latvia
5y
Introducing Hedging. For a multi-asset portfolio with dozens of uncorrelated bets, adding beta hedging via futures instruments could add significant gains for the complete cycle investing strategy. Timing is and always will be the most challenging part for any asset manager; hedging at the wrong time... Show More
Sergejs Kovalonoks
Latvia
5y
Capital will still chase growth. With the rise in nominal interest rates, both the momentum and growth factors (where the most capital was concentrated) underperformed value, creating a wave of pessimistic outlooks on the technology sector in general. The emergence of the narrative that finally, people... Show More
Sergejs Kovalonoks
Latvia
5y
Global Reflation. โ€ข The stock market is on the verge of digesting higher bond yields โ€ข The bond market is on the brink of absorbing a higher inflation rate โ€ข Bond volatility usually feeds into stocks volatility โ€ข During the transition into a higher-yield environment, some turbulence is expected. In... Show More
Sergejs Kovalonoks
Latvia
5y
As this is a highly active hybrid portfolio, there will be frequent moments when the portfolio will go heavy in cash to refill positions later on. From the attached portfolio overview screen, you can see that we are precisely at this moment. Please be assured that it has nothing to do with being bearish... Show More
Sergejs Kovalonoks
Latvia
5y
The King Dollar is back? It's not a big secret that consensus is betting against the dollar massively for 2021, on the backdrop of extreme fiscal measures to take place. According to the CFTC commitment of traders report, dollar shorts' positioning has got to a significant level that could ignite... Show More
Sergejs Kovalonoks
Latvia
5y
Quite often, investors use diversification as a primary tool to minimize the risk. It is considered a holy grail of investing that allows you to eliminate some risk at virtually no detriment to performance. In theory, it is true, but the application of diversification is not about just increasing the... Show More

About Sergejs Kovalonoks
Latvia

๐—ช๐—ต๐˜† ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜? โˆ™ Access to high risk/reward assets from all asset classes โˆ™ Access to institutional-quality research & portfolio management โˆ™ Opportunity to earn both in down and up market ๐—•๐—ถ๐—ผ: โˆ™ BSc in Macroeconomics and Finance โˆ™ > 10 years in Asset Management Industry โˆ™ Directed Quality... Show More
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