Tag: Vistafolio
Portfolio Update: October 2024 — Opportunity Gap
October has a reputation for being the most volatile month for investors. Here’s why we used it as a springboard to capture and consolidate value.
Portfolio Update: September 2024 — A Month to Remember
Surprise, surprise. We’ve just experienced our strongest September in five years. Here’s why courageous investors have reaped the benefits of ploughing in.
Portfolio Update: August 2024 — Rout, Recovery, and Opportunity
For savvy investors, this August proved to be one of the most fascinating months on record. Here’s how the smart money took advantage of this opportunity.
Portfolio Update: July 2024 — Bull Market Builds…Up 7.9%
Like a breath of fresh air, we are seeing a new rejuvenation in the market. Here’s why our clients are now reaping the benefits of being courageous.
Portfolio Update: June 2024 — A Defensive Vision
Last month gave us a generous surge of fear in Europe. Here’s why it actually turned out to be a rare chance to buy into value.
Portfolio Update: May 2024 — Bobbing Up
The interest-rate outlook for the Eurozone is starting to move the markets. For forward-looking investors, this final stretch could be a great time to capture value.
Portfolio Update: April 2024 — Opportunity Dip
After five straight months of positivity, we saw a sharp drawdown in April. Was this a chance for cunning investors to lock in some bargain buys?
Portfolio Update: March 2024 — A Tale of Two Halves
Investors who had the courage to deploy in the first half of March were clearly rewarded in the second half. Here’s our analysis on why the financial tide is turning.
Portfolio Update: February 2024 — The Last Mile
When waging war against inflation, the final push to victory can often be the hardest. Here’s why it’s allowing us to capture strong value for the future.
Portfolio Update: January 2024 — A New Cycle Begins
We’re now entering the second year of a bull market. Is a quantum shift in wealth about to happen? Here are six strategic events that we’re watching closely.
End of Year Portfolio Update: December 2023 — Freedom and Opportunity Ahead
It’s a fantastic photo finish. Our composite portfolio has clocked in our best annual result since 2019. Here’s what comes next for this exceptional bull market.
Portfolio Update: November 2023 — Boarding Now
Forget fear. This is the strongest November rally we’ve seen in years. Here’s why the market is surging ahead with astonishing optimism now.
Portfolio Update: October 2023 — Money from Heaven
In October, we faced headwinds from rising bond yields. But the flipside of fear is opportunity. This has been the ideal time for investors to lock in value trades.
Portfolio Update: September 2023 – Nibbling at the Darkness
In September, the ‘higher for longer’ message has created fear. But for our composite portfolio, we are seeing a golden opportunity.
Portfolio Update: August 2023 – Turning Point
We have experienced the sharpest interest-rate rise in decades. But look beyond the grief. When this cycle turns, a golden opportunity awaits.