March 2023

Establishing Positions – March 2023

This month we opened our model India portfolio, establishing many of our target positions. The following sectors look to be cheap in our opinion, meaning we were most comfortable deploying capital in these areas of the portfolio. Key Sectors for Capital Deployment: Transactions Below is a list of all the...

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By Swaraj Finance, ago

Establishing Positions – March 2023

This month we opened our model UK portfolio, establishing many of our target positions. The following sectors look to be cheap in our opinion, meaning we were most comfortable deploying capital in these areas of the portfolio. Key Sectors for Capital Deployment: Transactions Below is a list of all the...

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By Swaraj Finance, ago

The Case for Precious Metals

Excess Liquidity & The Covid Bubble In 2021, cryptocurrencies, biotech, cannabis, technology stocks like Tesla, NVidia, Zoom and Netflix etc and many other so-called growth stocks were all inflated in price to bubble territory as excess liquidity flooded the financial markets through quantitative easing (i.e. currency printing) of epic proportions. Read more…

By Swaraj Finance, ago