All Weather Strategy: AWS outperformed a traditional 60/40 portfolio in October. Fed/ECB unwillingness to taper could drive equities higher. Commodities driven by the energy crisis and supply-chain disruption. Risks: Inflation turns out transitory, new lockdowns, US default.
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PetroChina Company Limited (601857 SH): Profitable Growth rank of 5 was up compared to the prior period’s 6th rank. This is average performance compared to 290 large Energy companies worldwide.
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BBMG Corporation (601992 SH): 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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In this video I review the arguments for falling and rising oil prices. What do you think is going to happen with oil prices?
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In October 2021, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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I have been looking at inflation because we have a 25% weighting in commodities in one of my investment strategies. The inflation debate is critical because if I get it wrong and inflation starts slowing, I would expect that commodity position to fall. And if I get it right, then that commodity position will do well.
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Kakao Corporation (035720 KS): Profitable Growth rank of 5 was up compared to the prior period’s 7th rank. This is average performance compared to 260 large Comm. Serv. companies worldwide.
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In this video, I look into the role of the property sector in the Chinese stock market. In addition, I demonstrate the difference between Real Estate companies and typical companies. And at the end of the video, I give my answer to the question, “Will Chinese Real Estate company Evergrande crash the stock market?”
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Samsung Electro-Mechanics Company Limited (009150 KS): Profitable Growth rank of 3 was up compared to the prior period’s 5th rank. This is above average performance compared to 670 large Info Tech companies worldwide.
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The net profit margin is a financial ratio that tells you how much profit a company makes compared to its revenue in the form of a percentage.
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