UPDATE OF ASSET ALLOCATION MODEL

We have updated our Asset Allocation Model to December 2012.  To view please click here. 

Comments

Post a Comment

Popular posts from this blog

Financial Market Update April 17, 2020

Image
Almost 4 years of silence and no excuse... well, at least not one I can talk about without stirring up hate mail 😁. I will try and make up for it.  I would also like to remind the reader that time and events pass through a high speed rendering past comments superfluous, though also more poignant at times.  Today, this report reflects on the following topics: Financial Market Update April 17, 2020 DRIVING UNDER THE INFLUENCE -  Financial Markets beleaguered by COVID-19 Preamble COVID-19 Grounded  The Damage is Done, Facts and Charts Asset correlations   Early warning signs Summary Part 1 "This Time, It is Different" Short-term Brief Past Events and their Lessons  1987, Black Monday 2000, tech bubble burst  2008, banking crisis Lessons learnt Summary Part 2 A Big Picture View  Should we have known? Living in Denial Quo Vadis, Caesar? Summary Part 3a  “The required commercial impetus” Financial Assets to wa
Read more

Financial Markets Out Of Sync Part I

Image
click here for  Financial Markets Out Of Sync Part II In my last post, I reintroduced my model . How else can I prove that my work carries benefits? Soon, I will elaborate on the model attribution, its strategy, and the reasoning behind the tactical changes over time.   Today, it's all about WHERE WE ARE RIGHT NOW with the markets. Last week, I said, global equities are getting out of sync. Now we can show how disjointed the markets have become. The information may help the experienced investor, though everyone wants direction and targets for future market moves. I will do so in this report, valid for the coming weeks, covering equities, commodities and currencies, each asset class in a separate blog post. It's an extra chance to adjust your positions accordingly, if you think my mumblings make sense.  Part 1 EQUITIES - USA and Canada equities I will show charts of Northern American, European, and Asian indices. You will note the divergence, and the red fat ar
Read more

2015 Mid-Year Financial Market Report: Intro-Overview

Image
Where needed, the June update is in RED and highlighted. The rest is a repeat of the original text as created from December 2014 to January 2015. I am happy that so far, few of last year's statements required correcting.  - PART ONE - A common desire in 2015 Investment returns are the lifeblood of any investor, and indeed, the investment industry at large; - the more, the better. BIG BUSINESS loves low-risk, passive returns. But, with interest rates near 0%, finding worthwhile risk adjusted returns is like getting blood out of a stone! If there is one theme in 2015 that is pressing on every investor’s mind it is the lack of risk free returns. A belligerent race for returns ensues, riskier and often more frustrating than it has been in a long while. As we are waiting for the US Federal Reserve to proceed with their first interest rate hike in more than 10 years, we should check what kind of risks this will unleash: Indeed, who can confidently predict the levels of risk an
Read more