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... 显示更多 翻译
Dear followers and copiers,
The past week was brutal on every investor with a few exceptions.
Our portfolio was down 5.92% last week (still 3.39% up in the past month).
It was personally painful as I find unacceptable to lose money: the pain of it is much higher than the joy of gaining a lot.
I`ve... 显示更多 翻译
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%,... 显示更多 翻译