Another Volatile month, War in Iran began.
Monthly Report
Dear Followers and Copiers,
First of all,
I want to thank all the new copiers for the confidence they are giving me.
Despite the red month we are still above 200 copiers.
Welcome to this Diversification PortFolio powered by AI.
You can track our Portfolio and check several statistics, opening this link.
https://sso-boilerplate-copy-282c321b.base44.app
I would like to remind every copier that red months have been historically the best months to begin to copy this portfolio or to increase the copy.
I don’t think that this time will be different, just have some patience!
We concluded the first month in red of the last 12 months.
Including dividends, we lost 3,69%, but we are still on the green since the beginning of the year with 1,73% of profits including dividends, that play a key role in this portfolio.
The average monthly gains from January 2023, decreased to 1,8% (excluding dividends), it is well above 1,9% when also dividends are capitalized.
In my previous post about the VIX I already explained my view.
The VIX began to move from the middle of December and it’s continuing to increase as baseline.
It appears that most of the movement is due to unwinding of trades that went too far such as the AI trade, crypto, commodities such as Gold and bonds that were pricing a lower level of inflation before the Iran war began and produced a dramatic increase of oil prices.
We captured this increase via our Chevron stock in the portfolio, and soon the gold and the banks are positioned to benefit as well for different reasons.
The banks will produce higher earnings due to higher interest rates charged to their customers while gold will benefit due to being an edge to inflation.
When the Vix breaks below 20 in a consistent way, we will have a technical signal that this correction and liquidation is concluded.
Below you can find a picture of our Portfolio performances in the last 4 years.
Best Regards to everyone and good trading,
Daniele... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Please let me know if you have problems to access the Web_app I generated.... Show More
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