So July has been another choppy and volatile month. Sovereign debt crisis in Europe is still looming, and the stallmate in US debt
3 weeks into July, both our portfolios are in the green and have recorded very low volatility.
Our aggressive model portfolio has indeed returned +1.53% so far with a 9.6% volatility, while our conservative model portfolio is up +0.91% with a 6% volatility.
If we were to rebalance today, only a couple of positions would be affected in each portfolio… But there are still 6 trading days in July before we rebalance, and markets have been very fluid over the last months.
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