Report 04/2019
SP500 has again revisited its absolute maximum unlike the European indices which, although positive, have not recorded a similar result.
 Report 2019-04 gpm tutte.pdf | [ ] | 114 kB |
Report 03/2019
Hard to comment on this trend, despite the international economic situation, see the SP500 index (benchmark index) bring the absolute maximum (at least for now).
| Report 2019-03 gpm tutte.pdf | [ ] | 122 kB |
Report 02/2019
The recovery phase of indices continuing , even if in a less vigorous way, supported by a more relaxed climate about war duties and the possibility of a less aggressive recession.
| Report 2019-02 gpm tutte.pdf | [ ] | 59 kB |
Report 01/2019
The downtrend began in October seems to have found, for now, its end with start of new year and indices correction has thus resized market's euphoria, measured by our
| Report 2019-01 gpm tutte.pdf | [ ] | 62 kB |
Report 12-2018
At the end bear market also hit the US indexes recording a truly ruinous month with a loss of just over 20% from the September highs on the SP500.
| Report 2018-12 gpm tutte.pdf | [ ] | 719 kB |
Report 11/2018
Continued downtrend stock markets and also affected the commodities, with greater involvement for Brent.
| Report 2018-11 gpm tutte.pdf | [ ] | 117 kB |
Report 10/2018
Horrible month that just departed; undoubtedly one of the worse months after that recorded in 2008, always in October.
| Report 2018-10 gpm tutte.pdf | [ ] | 115 kB |
Report 9/2018
New highs SP500 index have been the opportunity, by traders, to monetize part of the gains achieved in recent years.
| Report 2018-09 gpm tutte.pdf | [ ] | 118 kB |
Report 8/2018
Let’s start publication of our portfolio management, highlighting the average results of a typically balanced management.
Report 07/2018
After a negative June, at least on the European markets, we have seen a momentary inversion
| Report 2018-07.pdf | [ ] | 77 kB |
Report 6/2018
Month was going under the worst expectations for the usual tensions on tariffs and on the European policy.
| Report 2018-06.pdf | [ ] | 76 kB |
Report 05/2018
Last month we were surprised by the unusual strength of the Italian index compared to other equity indices. We know how it ended. Also in this case we are surprised by the strength and the steadiness of retracement that has practically canceled all 2018 gains.
| Report 2018-05.pdf | [ ] | 720 kB |
Report 04/2018
Past month has been mark from two events : the unexpected performance of FTSEMIB index and the strong recovery of the dollar.
| Report 2018-04.pdf | [ ] | 118 kB |
Report 03/2018
Markets correction also continued in March with new lows on the indices.
Report 02/2018
The expected correction of the market has finally arrived, important in percentage terms.
| Portfolio 02-18.pdf | [ ] | 74 kB |
Report 2018/01
January recorded a new top of the markets, driven by the excellent quarterly results of the US companies and by the incoming flows from the bond market.
| Report 2018-01.pdf | [ ] | 74 kB |
Report 12/2017
In this report we will analyze the result obtained from our portfolio.
| Report 2017-12.pdf | [ ] | 73 kB |
Report 11/2017
In the October report, we wrote about the portfolio restructuring in which we sold all bonds for the benefit of equity sector.
| Report 11-2017.pdf | [ ] | 285 kB |
Report 10/2017
During the month, in keeping with our vision of the markets, we sold all the bonds in the portfolio.
| Report 10-2017.pdf | [ ] | 203 kB |
Report 9/2017
We resume reporting after the summer break.
| Report 09-2017.pdf | [ ] | 129 kB |
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