After Dialog Semiconductor's quarterly results, the stock lost nearly 20% of its value and so influenced our own average result, falling from +10.1% to +8.4%
Bill Bull's blog portfolio is now slightly behind his benchmark.
As most indices were moving rapidly upwards, the Tactical Asset Alloction was to be changed drastically. T.A.A. is now 59% stocks + 8% real estate + 33% cash
In order to increase our cashposition we took profits from part of our Adler Real Estate.
At the end of October the portfolio's results looked like:
We regret we missed a beauty on the Italian market. The train is gone, don't jump on it anymore.
Mondo TV SpA is an Italy-based company engaged in the television entertainment industry. The Company's core activity is the production, distribution and licensing of television series, animated cartoon series and animated feature films.
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