September 12, 2015

BLOG portfolio 150912



This week our average yearly return jumped to an honnest: +11.2%
Especially Digital Bros put an extraordinary performance, more than +18% for the week.


The reason we sold part of our shares in Adler Real Estate was that we had to raise our cash position as the Tactical Asset Allocation changed recently to: 81% shares + 19% cash

As you can see, all our positions are in the green, although major indices were losing pace since the last month.


It will be very hard to predict what next week's markets will bring us.

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