Asset Allocation bachchon ka Khel nahi hai! And 2020 has proved it many times over.
When the world changes, you have to tactically reallocate your assets, as these snapshots of our global portfolios 4 months apart tell you.
By February, we could see a storm brewing there was plenty of news available for anybody with an open and flexible mind to be able to read the wind) and moved into Fixed Income, Cash plus some commodities. Equity was down to a sliver, at 4%.
The move aggressively back into equities began by the third week of March '20, because our systems signalled a major buying opportunity.
Over the next few weeks, we added Emerging Market equities, Oil etc to our Global Portfolios and Fund.
And presently, the Asset Allocation looks very, very different from what it did a mere 4 months ago.
That is what we mean by Dynamic and Tactical Asset Allocation - something no ETF or single market feeder fund can ever give you.
And what were the results of our tactical management of Asset Allocation?
Hey, pretty good! See for yourself.
Check out our performance report for more https://www.firstglobalsec.com/fsglobal-june2020-Performance-Report.php
From the desk of
Devina Mehra & Shankar Sharma
Trusted Financial Advisors to some of the world's largest Funds, Institutions & Family Offices, for 30 years
If you want any help at all in your wealth creation journey, in managing your Investments, just drop us a line via this link and we will be right by your side, super quick!
Or WhatsApp us on +91 8850169753
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Economists Think Dollar's Fall May Explain the Recent ‘Rally’ by Steve Liesman
Einstein taught us about relativity in nature. Now come Devina Mehra and Shankar Sharma of First Global to teach us about relativity in financial markets -- and raise some serious questions about just what is driving stock prices.
First Global reports are quite credible and, on occasion, more than that.
What prompts this mention is Intel's earnings report and the fact that First Global has had a pretty good bead on the company and its stock.
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Analyst Kuldeep Koul at First Global upgraded Advanced Micro Devices (AMD) to "buy" from "outperform," given the "exceptional traction" that the chipmaker's Opteron line of processors has been able to get.
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Baidu Inc., the operator of China’s most-used Internet search engine, rose to the highest price in two weeks after First Global rated the shares “outperform? in new coverage.
Personality counts: Walmart's frugal, but Target charms
"It's better to take a slight hit on [profit] margins and keep on moving and inventing," says First Global Securities. And at least for now, Target is inventing in a way that appeals to consumers with money to spend.
Dead Batteries
At 11 times trailing earnings, Energizer is cheaper; Gillette's multiple is 25. But cheaper doesn't mean better, says First Global.
Bipinchandra Dugam @bipinchandra90
@devinamehra @firtglobalsec
invested in both GFF-GTS and Super I50. Thank you very much for such wonderful investing experience with completely new approach. In my 15years of investing first product I felt which close to what customer want.
Shishir Kapadia @shishirkapadia1
@firstglobalsec @devinamehra
by far you are the best, I have not come across transparency, acumen, global expertise, exposure, protection of capital, delivering return from any fund/ fund managers. Invested very small size in 3 products will keep on increasing it over the period
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