JohnJan 121 minHonest BoardLast updated 2024-01-19. Our portfolio was up 2% compared to just 0.2% for its benchmark.
JohnDec 22, 20232 minHonest BoardIn a year when cash was supposed to be attractive, both stocks and bonds are finishing up. China meanwhile keeps hurting its stock market.
JohnDec 15, 20233 minHonest BoardThe Fed sent assets higher, with other central banks expected to follow. Chinese stocks were more mixed, but the bullish signal is clearer.
JohnDec 8, 20233 minHonest BoardThe price action in China is starting to get scary. A rate hike from Japan is also a scary prospect. India continues to lead.
JohnDec 1, 20233 minHonest BoardThe market thinks Fed rate cuts in 3-5 months, China will try and fail to get growth, and OPEC may not all be on board with the Saudi plan.
JohnNov 24, 20232 minHonest BoardThe Xi-Biden meeting had consequences, but markets paid no attention, and stayed with their trend. This meant our portfolios drifted lower.
JohnNov 17, 20233 minHonest BoardWeak CPI reignited a short squeeze, helped by continued geopolitical calm. Germany won big, but China remains a concern.
JohnNov 10, 20233 minHonest BoardContinued easing of geopolitical risk was good for AAPL, but no good for small companies. It meant small losses for our portfolios.
JohnNov 3, 20233 minHonest BoardA Fed pivot and localised war was good for bonds, great for equities, and ugly for our allocation portfolio, which gave back recent gains.
JohnOct 27, 20233 minHonest BoardMoney started leaving US equities, possibly heading to China. Another Wed-Fri sell-off meant another strong week for all our portfolios.
JohnOct 20, 20233 minHonest BoardThe market continued to price a higher risk of war. Higher gold and lower equities meant a strong week for all our portfolios and trades.
JohnOct 13, 20233 minHonest BoardDefensive assets sent our absolute return portfolio up 99bps. Our allocation portfolio was up just 11bps as lower rates aided growth stocks.
JohnOct 6, 20233 minHonest BoardStocks call BS on the BLS, reversing our allocation portfolio into a 24bps loss. Higher rates hit our absolute return portfolio for 53bps.
JohnSep 29, 20233 minHonest BoardEquities fell, but safe havens were of no use. Gold and XLU crushed our absolute return portfolio, while our allocation portfolio was flat.
JohnSep 22, 20233 minHonest BoardA quiet week in our absolute return portfolio due to a hedge. Also quiet in our asset allocation portfolio, but a shutdown will change this.
JohnSep 15, 20233 minHonest BoardOutside tech, the market seems happy with higher rates. This meant gains for all three of our model portfolios.
JohnSep 15, 20231 minHonest Board: Trade archive 2021-Sep 2023Our track record from inception to September 2023.
JohnSep 8, 20232 minHonest BoardLiquidity tightening gave a 22bp gain to our asset allocation portfolio. F35 woes from LMT sent our absolute return portfolio down 65bps.
JohnSep 1, 20233 minHonest BoardVanishing recession fears meant a 26bps loss for our asset allocation portfolio, and a 5 bps gain in our absolute return portfolio.
JohnAug 25, 20233 minHonest BoardA summer week of noise meant a small gain for the Unbound Absolute Return portfolio, and a small loss for the Asset Allocation portfolio.