IASF – Seasonal Reflections – 2020 / 03

The Turn Of The Tide?
  • February 2020 – Coronavirus getting into markets’ focus
  • A major trend change in equities?
  • Cyclically sensitive stocks get crushed
  • And so does energy
  • Portfolio Review

These «Seasonal Reflections» represent only my personal and subjective views, and none of what I have said in them or is stated above is meant as recommendation to buy individual securities or to make an investment in the Incrementum All Seasons Fund. If you are looking for investment advice, please consult an appropriately licensed investment professional.

Incrementum All Seasons Fund – PDF

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