All Weather Strategy: The strategy performed in line with a traditional 60/40 portfolio in the past three months. Fed/ECB unwillingness to taper could drive equities higher. Commodities driven by the energy crisis and supply-chain disruption. We keep our target allocations unchanged.
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China Yongda Automobiles Services Holdings Limited (3669 HK): Profitable Growth rank of 4 was up compared to the prior period’s 5th rank. This is above average performance compared to 1,000 large Cons. Disc. companies worldwide.
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Hong Kong and China Gas Company Limited (3 HK): Profitable Growth rank of 4 was down compared to the prior period’s 3rd rank. This is above average performance compared to 300 large Utilities companies worldwide.
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PT Japfa Comfeed Indonesia Tbk (JPFA IJ): Profitable Growth rank of 3 was up compared to the prior period’s 9th rank. This is above average performance compared to 570 large Cons. Staples companies worldwide.
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In November 2021, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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Nippon Pillar Packing Company Limited (6490 JP): Profitable Growth rank of 3 was up compared to the prior period’s 4th rank. This is above average performance compared to 800 medium Materials companies worldwide.
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HBIS Company Limited (000709 SZ): Profitable Growth rank of 10 was down compared to the prior period’s 9th rank. This is poor performance compared to 810 large Materials companies worldwide.
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JAC Recruitment Company Limited (2124 JP): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,350 medium Industrials companies worldwide.
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China Petroleum & Chemical Corporation (600028 SH): Profitable Growth rank of 4 was up compared to the prior period’s 6th rank. This is above average performance compared to 290 large Energy companies worldwide.
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The father of value investing, Benjamin Graham, said, “The investor’s chief problem—and even his worst enemy—is likely to be himself.” In this post, we’ll cover five common biases and how you can deal with them.
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