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...
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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Jump to: Step 1 – Calculate your asset allocation If you have not already done so, calculate how much of your money you have in each asset class (real assets, financial assets, digital assets, cash etc). There is no one size fits all when it comes to asset allocation, and...
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Recent Updates...
Recent Updates...
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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....
