All Weather Strategy: The All Weather Strategy slightly underperformed a traditional 60/40 portfolio in June 2021. Western economies continue to reopen, and we tilt our 65% target equity allocation to US and Developed Europe. Expect strong commodities demand from Western and Chinese recovery; target allocation at 25%.
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Johnson Matthey Plc (JMAT LN): Profitable Growth rank of 8 was down compared to the prior period’s 4th rank. This is below average performance compared to 800 large Materials companies worldwide.
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The Vanguard Total World Stock Index Fund, also available as ETF, currently holds 9,045 stocks. We have yet to find an alternative that holds a more globally diversified portfolio.
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China United Network Communications Limited (600050 SH): Profitable Growth rank of 8 was same compared to the prior period’s 8th rank. This is below average performance compared to 270 large Comm. Serv. companies worldwide.
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We’ve seen a 1Q21 GDP recovery in North Asia, but the GDP growth is still negative in South East Asia. A rise in oil price could hit Singapore, Thailand, and Korea hard.
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In June 2021, we published 19 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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Wan Hai Lines Limited (2615 TT): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,430 large Industrials companies worldwide.
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The current ratio or working capital ratio is a liquidity ratio that measures a firm’s ability to pay its short term liabilities. Short term liabilities are debts or any obligation that is due within one year.
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Thoresen Thai Agencies Public Company Limited (TTA TB): Profitable Growth rank of 5 was up compared to the prior period’s 8th rank. This is average performance compared to 1,350 medium Industrials companies worldwide.
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Andrew had a chat with Janet Metzger about six mistakes that people make in investing and how you can avoid them and get better returns from your investments.
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