May 2018 Update

General Comment Sell in May and go away. I didn’t. I actually bought! Yes May was a bit hectic, the LH Portfolio continued the recovery started in April but stopped around mid May when the markets took another nosedive. This affected the LH Portfolio, as it seems that since the beginning of the year the… Read More May 2018 Update

April 2018 Update

General Comment One more spin of the wheel! Yes, my birthday came and reminded me that “tempus fugit” (Latin for: time flies), it seems yesterday since I was living in England or Japan, and instead 20 years have passed already… Bloody Hell! ANYHOW… Amarcord mode “off”, what happened in April in the financial markets and… Read More April 2018 Update

April 2017 Update

General Comment On top of my birthday, event that probably did not affect markets around the globe, April saw the continuation of┬áthe 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