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Report 03-2017

As argued in our previous report, the strength shown by  SP 500  could be attributed to the expectations about Trump’ promises.

The first change on health issue, however, suffered an unexpected stop leading investors to think about the sustainability of share prices. So we have seen  a  timid index correction.

We are not  for now  in front of the beginning of a deeper correction but our sentiment indicator is only a 5% from the maximum values ??recorded in December 2006 and this should make to  reflect.

We also add that the latest  Trump’s affirmation  about duties  could "influence" on investor mood.

Our portfolio has changed from the previous month favoring low Beta stocks and increasing liquidity.

 

We attach schedule of the portfolio.

Giorgio Giovannoni

Attachments:
Download this file (Report 03-2017.pdf)Report portfolio[Report portfolio]134 kB

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