All Weather Strategy: The strategy had a lower return than World equity in July, as equity rebound continued. We continue to focus on downside protection with 30% short-term gov’t bonds and 30% gold. Gold has also helped the return of the strategy and was the best performer in July.
Read MoreKyung Dong Pharmaceutical Company Limited (011040 KS): Profitable Growth rank of 2 was up compared to the prior period’s 6th rank. This is World Class performance compared to 410 medium Health Care companies worldwide.
Read MoreSinil Pharmaceutical Company Limited (012790 KS): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 620 small Health Care companies worldwide.
Read MoreDuopharma Biotech Berhad (DBB MK): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 410 medium Health Care companies worldwide.
Read MoreDelta Electronics (Thailand) Public Company Limited (DELTA TB): Profitable Growth rank of 6 was down compared to the prior period’s 5th rank. This is below average performance compared to 680 large Info Tech companies worldwide.
Read MoreGuan Chong Berhad (GUAN MK): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 580 large Cons. Staples companies worldwide.
Read MoreIchitan Group Public Company Limited (ICHI TB): Profitable Growth rank of 3 was down compared to the prior period’s 1st rank. This is above average performance compared to 510 medium Cons. Staples companies worldwide.
Read MoreLosing sucks. It hurts. If you could avoid the pain of losing, would you? If you could avoid the pain today, but suffer some consequence in the distant future, would you? How about when your kids want some sweets?
Read MoreTech companies are facing big challenges with Trump sending the regulators after them. It could be argued that they are earning monopoly profits. Trump may push them to split into Republican and Democrat Facebook, Democrats may just break them up.
Read MoreIndorama Ventures Public Company Limited (IVL TB): Profitable Growth rank of 9 was same compared to the prior period’s 9th rank. This is poor performance compared to 780 large Materials companies worldwide.
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