Falco64

IDEA of the month: Buying Dax 30 index This month we buy the Dax index with 20% weight. Reasons in favour of Germany and the Dax index include low sovereign risk, a strong competitiveness position (supported by the low rise…

IDEA of the month: Increasing the equity weight by buying Banks This month we use the equity sell off to increase the equity weight of our ETF portfolio from 40% to 55% and buy the Stoxx600 Banks with 15% weight…

IDEA of the month: Staying the course with high equity weight The risk appetite of investors is rising. So, in the last weeks all risky asset classes benefited strongly, while bond markets suffered from the rising risk appetite. Obviously the…