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Report 10/2017

During the month, in keeping with our vision of the markets, we sold all the bonds in the portfolio.

In fact  we believe that, given the quotations  and the yields offered, represent  the most risky investment to hold in a portfolio. In the "Sentiment" section, we will also refer to the current rate curve.

Instead, we increased the investment in the WGF fund and reorganized the equity.

Compared with the previous months we have increased the weight on the domestic and European markets that still offer discounted securities. On the home market, our choice has been to gradually increase the weight in the banking sector as we find interesting the prices achieved by the big companies .

 

 

We attach schedule of the portfolio.

 

Giorgio Giovannoni

Attachments:
Download this file (Report 10-2017.pdf)Report 10-2017.pdf[ ]203 kB

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