Tag: Central Fund of Canada Limited

Tweaks to my portfolio, Asia, addressing the LIC discount & being boring.

Firstly, I will just go over a few changes to some holdings of mine I had mentioned in the past, or some relevant news updates.

tweak

Continue reading “Tweaks to my portfolio, Asia, addressing the LIC discount & being boring.”

2017 MEANS US SHARES OUTPERFORM EMERGING MARKETS, HIGHER BOND YIELDS, STRONG US DOLLAR, MORE VOLATILITY IN MARKETS. OR DOES IT?

It is funny how in early January we see so many articles in the media from pundits predicting how the various asset classes will perform over the next 12 months. For these couple of weeks in the year, suddenly it is critical that we form an exact 12 months view of various asset classes, with often precise end of year targets.

Continue reading “2017 MEANS US SHARES OUTPERFORM EMERGING MARKETS, HIGHER BOND YIELDS, STRONG US DOLLAR, MORE VOLATILITY IN MARKETS. OR DOES IT?”