• Model Portfolio

Model Portfolio Sep 5 2020

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• Bonds Monitor
• Commodity Monitor
• Currency Monitor
• Equity Monitor
• Weekly Monitors

1998 – 2020, Any Similarities?

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• Model Portfolio

Model Portfolio 29 Aug 2020

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• BOND PORTFOLIO
• Model Portfolio

MA BOND PORTFOLIO + 32.47 % in 5 months

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• Investment Ideas

A Pure Chinese Recovery Play

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• Asset Allocation
• Investment Ideas

BUYING EUROPEAN EQUITIES

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• Model Portfolio

Model Portfolio 22 Aug 2020

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• Asset Allocation
• Equity Monitor

THE SHORT OF A LIFETIME …

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• Investment Ideas

Benefit from China’s massive infrastructure spending

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• Uncategorized

Summer Break

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