Newsletter end of February 2020

For the month of February 2020, the Enhanced Permanent Portfolio account returned net 0.87%

February was an exceptionally bad month for all stock markets worldwide. In the last trading week alone, all stock exchanges lost around 12% of their value. The potential economic implications of the coronavirus are causing worldwide uncertainty, if not to say panic and overreaction. The bond markets in turn reached new highs, while gold initially performed well (as a save heaven asset), but last week also suffered a sensitive diver of over 4%.

Nevertheless, the portfolio closed with a very satisfactory positive return of 0.87%.
Our systems signal an increased risk that the equity markets could enter into a prolonged bearish phase. Accordingly, we cautiously positioned the portfolio for March.

Your Rational Invest Team
Walter Baumann / Frank Grossmann / Thomas Ritter
Tel +41 44 515 48 00 / Email

Newsletter end of January 2020

For the month of January 2020, the Enhanced Permanent Portfolio account returned net 0.07%

This time it was the corona virus that caused volatility in the market. The portfolio performance was achieved with desired low volatility. Whilst we are retaining our investment strategy, we are changing the way it is implemented. To date, the portfolio has paid approximately 1% negative interest per year, significantly reducing performance. The reason for this were the very high cash holdings in Euro, that bear negative interest. Since a return to positive interest rates is not expected in the near and medium term, we are changing the implementation strategy so that much less Euro cash remains in the portfolio. We have intensively tested the new implementation strategy (backtesting) and are confident that we will achieve the same portfolio stability as in the past.

Your Rational Invest Team
Walter Baumann / Frank Grossmann / Thomas Ritter
Tel +41 44 515 48 00 / Email

Frank Grossmann new post in Seeking Alpha

The World Country Top 4 ETF Strategy – A Way To Fight Rising Rates And
A Stalling U.S. Stock Market
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Going live of Rational Invest AG Homepage

First Edition of Homepage live.

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Frank Grossmann new post in Seeking Alpha

Topic: Aggressive leveraged version of our previously published Universal Investment Strategy

Frank Grossmann new post in Seeking Alpha

The new enhanced Bond Rotation Strategy.

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