The month of July was positive. We ended the month with an increase of 3%.
The first days of August didn't go well, 3% negative until last Friday.
Alfa Hedge Portfolio II July-Aug/23 (updated on 2023-08-04)
As of last Friday, the Alfa Hedge II Portfolio was up 17.3% since September 17, 2021, while the S&P500 index had a 0.19% return over the same period.
S&P500 Index performance from 2021-09-17 to 2023-08-04
The 3% drop at the beginning of August did not affect the current positions of the portfolio; all were maintained, with minor adjustments to be made during the monthly rebalancing.
Zurique Capital Market Cycle Analysis
Market Cycle Update Aug/23
Interest Rates faced buying pressure in July and entered a positive cycle. Consequently, a position was added to the portfolio in this market.
The Bonds and Real Estate markets kept a declining trend in July.
The Currency market remains in Phase 2 (the same as the previous month).
The Commodities market gained buying strength and recovered compared to the previous month.
The Stock Market ended the month in consolidation but continues in a positive cycle.
Crypto remained stagnant.
In August, the Alfa Hedge Portfolio II will have 7 ETFs distributed among markets in a Positive Cycle
The Alfa Hedge Portfolio is a Global Strategy for Implementing HIGH Performance, LOW Maintenance, LONG-Term Portfolios, which Outperform the Market, with the controlled Risk.
This is a Global Strategy for 3 reasons:
It can be applied in any country, it has been used in the Stock Exchanges of England, Germany, Brazil and the United States. Today we focus on the US Market;
It's also global because it can be applied to any asset class traded on the Stock Exchange, we focus only and exclusively on ETFs - Exchange Traded-Funds;
And it is still global because it can be applied in any market scenario, whether it's rising, falling, and even in black swans, like the Coronavirus crisis in 2020, the Subprime in 2008, and the Dotcom in 2000.
WITHOUT NEEDING TO SPEND HOURS analyzing the assets, our planning process is monthly.
The selection of ETFs and portfolio assembly is DATA-BASED and not based on assumptions, knowing objectively when to buy or sell an asset.
WITHOUT WASTING TIME watching news or studying company details.
Despite our rebalancing process be monthly, to keep our full transparency approach with our Premium Subscribers we daily update our results .
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