General Comment August 2017 felt a little bit different for me this year. Normally in Italy everything shuts down, the heat rises, and that “holiday feeling” hangs in the air, a bit like when we were in school. The difference for me this time is the fact that I have decided to have no job… Read More August 2017 Update
General Comment July has just finished and “strangely” I have all dividend payments already in the bank, this means an earlier update. July passed away really quickly, I think that this is because of my current unemployed status which leaves me a lot of free time that tends to fly rather quickly. I am finally… Read More July 2017 Update
Everyone wants it, very few of us actually like it when it happens. Change I think that if you ask 100 people if the like “change” 90% would tell you that they are in favour and they actually seek change in their lives and work. The reality is that very often change “happens” and we… Read More Changes
General Comment June has been a rather eventful month for me, not so much for the investment front but rather for my personal life. More on that in a different post. We did not sell in May, we actually incremented some positions, and in June it has been “business as usual” with markets that are… Read More June 2017 Update
General Comment “Sell in May and go away”. If you’ve been trading some time you might have encountered this phrase reading articles or blogs or simply watching the news. It is believed that May is the time to let money sleep to catch the year end’s rally where companies give it “all” to reach the… Read More May 2017 Update
General Comment On top of my birthday, event that probably did not affect markets around the globe, April saw the continuation of the good momentum that we saw since Trump elections. Markets have been generally positive, there is a start of a re-trace in the REIT sector in the US (interest rates hikes are finally kicking… Read More April 2017 Update
General Comment Another pretty good month for the markets in March, although the honeymoon between Trump and financial markets is probably looking at a close, we have seen some good numbers and generally an upbeat situation. Brexit is now a reality and finally there was no overreaction from the markets, it has to be said that… Read More March 2017 Update
General Comment Another pretty good month for the markets in February, compared to last year there is certainly a different pace with 2017, at least in these first two months. I think that the rollercoaster will begin soon though, Europe will go through a patch of general elections, and that it’s going to fuel instability in… Read More February 2017 Update
General Comment January was quite an eventful month, it doesn’t just mark the beginning of the year (oh by the way Happy 2017 everyone!!), but it also packed in a new job for me (where I am terribly struggling unfortunately), and a huge review of my spreadsheets after I found some reporting mistakes mostly coming… Read More January 2017 Update
What?! Another 2016 Report post? Alas Yes! Unfortunately, right at the end of 2016, more precisely on the 30th of December 2016, I have noticed a series of conceptual mistakes in calculating returns from Options and this inevitably brought me to re-think from scratch my Portfolio spreadsheet as it was not fit for the task… Read More 2016 – Year Review and Reporting Mistakes!
