April 2012: Buying Healthcare sector and increasing the…
This month we buy the Stoxx600 Healthcare index with 5% weight. According to our CROCI…
February 2012: Buying Oil and Emerging market Eurobonds
This month we buy the index “db Brent Crude Oil booster” with 5% weight and…
January 2012: Buying European Banks
This month we buy the European Stoxx 600 Banks sector into our portfolio with 5%…
13 de diciembre 2011: Absolute Return Index Portfolio
Long US equities vs. Short Eurozone equities . …
Trading Ideas: 13 October 2011: Reducing portfolio risk
Reduce risk, short sovereign debt and increase cash level We reduce equity weight by selling…
Trading Ideas: 5 August 2011: Buying Gold
IDEA of the month: We buy a Gold Euro hedged Index with 10% weight and…
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