A NONDIRECTIONAL PORTFOLIO
Do you keep hoping that markets go one way or another?
My portfolio is usually long-biased. However, during these times of uncertainty, I am operating a nondirectional portfolio. That means I have both positions benefiting from markets going up or down.
In the long bull... 顯示更多 翻譯
Vertical integration once more
Traditional industrial companies struggled with growth last 10 years.
Tech absorbed all the growth.
Tables turned this year.
Traditionally, industrial companies struggling with growth have had several strategies to adopt, says The Washington Post.
They could divide... 顯示更多 翻譯
DON`T BEAT YOURSELF; BEAT THE MARKETS!
Another bloodbath month for markets.
In the past month our portfolio (+5.3%) has greatly benefited from the positive performances of Chinese markets ($FXI 5.3%, $BABA (Alibaba) 8.5%).
The negative performances are American ($ISRG (Intuitive Surgical Inc) -14.5%,... 顯示更多 翻譯