All Weather Strategy: Andrew was live with FINNOMENA and talked about learning to live with portfolio volatility, the QE that never ends because you can’t taper a QE addict, and why we favor commodities and Western equity.
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Risk assessment is an evaluation method used to understand an investor’s risk rating which helps them come up with a suitable investment strategy to achieve their financial goals.
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CJ CheilJedang Corporation (097950 KS): Profitable Growth rank of 9 was down compared to the prior period’s 1st rank. This is poor performance compared to 570 large Cons. Staples companies worldwide.
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All Weather Strategy: Though down by 1.0% for the month, AWS beat a traditional 60/40 portfolio by 1.6%. Fed/ECB unwillingness to taper could drive equities higher. Commodities driven by energy crisis and supply-chain disruption. Risks: Inflation turns out transitory, new lockdowns, US default, slow growth in Germany.
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The Spoiled Brat Theory explains why the Fed may start buying stocks before it starts tapering even though inflation is here.
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Synnex Technology International Corporation (2347 TT): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 670 large Info Tech companies worldwide.
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In September 2021, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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Lenovo Group Limited (992 HK): Profitable Growth rank of 7 was up compared to the prior period’s 8th rank. This is below average performance compared to 670 large Info Tech companies worldwide.
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Srivichai Vejvivat Public Company Limited (VIH TB): Profitable Growth rank of 1 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 600 small Health Care companies worldwide.
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Forth Corporation Public Company Limited (FORTH TB): Profitable Growth rank of 3 was up compared to the prior period’s 5th rank. This is above average performance compared to 930 medium Info Tech companies worldwide.
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