Newsletter end of November 2020

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For the month of November 2020, the Enhanced Permanent Portfolio account added 3.07%.
November was an incredible month for equity with performances of more than 10% for most developed markets. After the US elections, investors felt more secure and continued the rotation away from safe haven assets (Gold and Treasuries) into riskier equity. General market volatility came also slightly
down, which allowed us to slightly increase the equity exposure of the strategy.

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