Friday, December 1, 2017

PERFORMANCES FIRST 11 MONTHS

I was quite busy with private life in these last weeks, therefore I just limited myself writing on Twitter, but didn't update performances on the blog, neither wrote my view on markets.
So far, 2017 had mixed performances, with most defensive models that could finish slightly negative for the first year.
Other models have positive returns so far
Below the year to date chart and the monthly table

Again, as someone asked me and I have already wrote in the past, I repeat that these are theoretical performances calculated assuming a purchase of ETF benchmark at the end of the month. 
Therefore the real strategy ETF return will be lower (bid/ask, trading fees and ETF manager cost).
By the way, at the beginning of 2018 I'll post the return of three Bloomberg portfolios, using real price with ETF listed in Milan, purchasing at the closing price of the first day of the month. Performances are good so far.



December allocation

These are the December allocations.
Briefly I'll post the performance year to date