Also last year showed a positive result with a plus of 3,02%. Especially income strategies were facing a challenging environment with such low interest rates. It’s a real challenge to achieve positive returns with low risk. That’s why we are happy about these positive results after fees. Volatility in May 2019 especially in High Yield …
This year was again a good year for equity investments and one should guess that investors are jubilating. The upword trend has not been a smooth one. S&P 500 Index showed corrections between 4 % and 7 %. Many investors are not or only partly invested. Only few investors participated from the whole YtD move. …
Strategic Income Fund invests mainly into income-oriented assets in the US and international markets as well. Last year the big challenge was the FED policy of increasing interest rates. In February our investment strategy turned to risk off. We realized a little loss and stayed invested secure in the money market with the US-Dollars paying …
Current financial market reports make investors either euphoric or anxious. Where does the journey go from here? We don’t know! Last week the DAX Index lost 3,3 % and closed below the important 12.000 point support line. Except the US equity markets more or less all other indices performed negative this year. Although the move …
Strategic Income Fund with solid development 2018 YtD – 1,86 % 2017 +4,66% 2016 +2,63% Since the mid-February sell-signal we invested our liquidity into the money market with a focus on capital preservation and a modest income stream. This year stock markets have been very volatile and we saw mainly FAANG stocks (Facebook, …
We have got a sell signal on February 12th. Now 100 % of our assets are invested in the money market and therefore we are protected against price fluctuations. As our investments are in USD we get right now quite good interest rates. We were invested for almost the whole year 2017 and achieved after …
Strategic Income Fund with an excellent monthly return of 1,10 % in September. Year to date performance plus 4,58 %. Our indicators have correctly kept us fully invested this year in face of numerous warnings by others that a market correction is overdue. We still have any evidence to change our bullish outlook. Fact is …