“I think the Fed is making a mistake. It’s so tight, I think the Fed has gone crazy.” – President Donald Trump Pfäffikon SZ, Switzerland – All of a sudden, investors are nervous, which was not favorable for the S&P 500 last week. It is difficult to tell where the sales pressure came from and […]
Pfäffikon SZ, Switzerland – For our Thirteen Diversified Fund (TDF) we performed the following transaction(s) today: All purchases and sales are automatically processed in the Portfolio during the day. Once a month the performance of Thirteen Diversified Fund is calculated and published. We sold: Boskalis Vopak We took profits. === TDF holds currently 15 long […]
“The economy looks very good.” – Jerome Powell Pfäffikon SZ, Switzerland – As to be expected, sentiment (interest) played a significant role in the first trading week of the last quarter of 2018. Last Thursday the S&P 500 fell by 0.82%, which was the worst day in 99 calendar days. Measured over the previous week, […]
NAV September 2018: -2,10% NAV Year to Date: -20,78% NAV Year over Year: -39,34% NAV Sinds Oprichting: -75,16% Waarde Participatie: 24,84% Markten: Op de financiële markten overheerst het positieve sentiment. Het escalerende handelsconflict tussen de Verenigde Staten en China en de oplopende kans op een harde brexit raken het sentiment nauwelijks. Op de obligatiemarkten loopt […]