Top wikifolio LT Strategy Fund swelux67 +43.4 % since Beginning +9.7 % 1 Year TOP WIKIFOLIO TRADE Buy 2024-04-16 at 01:52 pm SPDR 3-10 US CORPORATE IE00BYV12Y75 Price (EUR) 27.096 0.4% Last Activity LT Strategy Fund With 2019 behind us, how did the portfolio do on an absolute- and relative basis? The absolute performance was +24,5% which compares well to the DAX performance of approximately 26% and considering that the portfolio is only half as risky as the DAX. For 2020, I think the late phase cycle will continue to push equity markets higher. Tech equities will continue to perform and I think financials will receive a boost as well. Rates are likely to stay low and range-bound and fixed income credit, perticularly HY and EM, are likely to continue to perform. Setbacks are very likely to happen so I will try to make sure I always have some dry powder to apply in these situations. So, with that said, 2020 can proceed.....
LT Strategy Fund With 2019 behind us, how did the portfolio do on an absolute- and relative basis? The absolute performance was +24,5% which compares well to the DAX performance of approximately 26% and considering that the portfolio is only half as risky as the DAX. For 2020, I think the late phase cycle will continue to push equity markets higher. Tech equities will continue to perform and I think financials will receive a boost as well. Rates are likely to stay low and range-bound and fixed income credit, perticularly HY and EM, are likely to continue to perform. Setbacks are very likely to happen so I will try to make sure I always have some dry powder to apply in these situations. So, with that said, 2020 can proceed.....