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Investment Allocation | Just another site that examines investment decisions

Just another site that examines investment decisions

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Investment Allocation | Just another site that examines investment decisions | investment-allocation.com Reviews

https://investment-allocation.com

Just another site that examines investment decisions

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1

Is the trend changing for emerging markets ? | Investment Allocation

http://investment-allocation.com/is-the-trend-changing-for-emerging-markets

Just another site that examines investment decisions. Is the trend changing for emerging markets? June 4, 2014. We have noticed that the adverse trend in emerging market equity income funds has been showing signs of changing onto a more bullish tack, so are adding once again to positions in Polar Capital Emerging Markets Income Fund. We have not added to our Far East equity income position so far, but the net asset valuation of Schroder Oriental Income Trust has started to improve lately. On Equity incom...

2

Costco Wholesale | Investment Allocation

http://investment-allocation.com/costco-wholesale

Just another site that examines investment decisions. June 19, 2014. We added a small position in Costco Wholesale mid June and sold our US smaller company fund. Now looking at house builders in the US. We think that Costco will become a blue riband stock for global growth portfolios over time, and we are looking for superior returns of circa 10% over the S&P 500 trackers. Thoughts on US allocation. Lennar and Materialise added →. Leave a Reply Cancel reply. You may use these. A few more changes.

3

A few more changes | Investment Allocation

http://investment-allocation.com/a-few-more-changes

Just another site that examines investment decisions. A few more changes. August 7, 2014. Circle Oil are we think in process of completing a double bottom on the charts. We have reassessed and decided to open a new position with the same weighting as IGAS. Circle looks worth the current market cap as a going concern. No value is currently attributed by the market to exploration prospects, which could increase the worth of the business by a large multiple. Lennar and Materialise added. You may use these.

4

July | 2014 | Investment Allocation

http://investment-allocation.com/2014/07

Just another site that examines investment decisions. Monthly Archives: July 2014. Lennar and Materialise added. July 4, 2014. We bought a holding of Lennar which is a builder where we like the financials and outlook. Also a small holding in Materialise, a new issue in the 3D printing area which was brought to our attention reading commentary about 3D Systems. One comment so far. Our present allocation for income. Our present allocation for growth. A few more changes. Lennar and Materialise added.

5

March | 2013 | Investment Allocation

http://investment-allocation.com/2013/03

Just another site that examines investment decisions. Monthly Archives: March 2013. Equity income investments that we now own. March 3, 2013. The equity income mandates that we like are as follows : –. Aberdeen World Growth and Income Fund. BlackRock Commodities Income Trust. Henderson Far East Income Trust. J O Hambro UK Equity Income Fund. Polar Capital Emerging Markets Income Fund. Schroder Oriental Income Trust. Standard Life UK Equity Income Unconstrained Fund. View all 6 comments. A few more changes.

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Investment Allocation | Just another site that examines investment decisions

Just another site that examines investment decisions. August 24, 2014. We have noticed that global equity markets are moving towards a risk on mode. The evidence we see is primarily a US tech stock rebound (look at 3D printing stocks in August), rebound in takeover candidates like AstraZeneca, upward move in emerging market income stocks, and a bit more attention paid to smaller company fundamentals. Our present allocation for income. August 18, 2014. Royal London Sterling Credit Gross M Class 5.99%.

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