Another month is over and it was a positive one.
After seven months, all models are positive year to date. I have to point out that, because of August Allocation in € HY for August, models 1-2 are suffering this month (all models are in red so far, but these 2 are the one with a small ytd gain)
I'll post an update around mid September. I won't be able to update the September Allocation at the beginning of the month as usual because of personal issues, therefore I post it later just as tracking
Enjoy August, I could post some market considerations if I find the time before end of month