How we are positioned to start August

Daniel Weston

Aimed Capital

Often, no news is good news. Fortunately that has been the case for the portfolio in July. I haven't posted to the blog for the last few weeks because there has been little change to our positioning in the portfolio. To close July, the portfolio ended up just over half a percent for our investors. The steepness of the global growth trend in our analysis you can see in the chart below is resembling the recently unveiled plans for the Beijing 2022 Winter Olympics Giant Slalom - both minus the snow! Read more... (VIEW LINK)

Daniel Weston
Daniel Weston
Chief Investment Officer
Aimed Capital

Running the Aimed Global Alpha - Macro Hedge Fund. Aussie. Trader. Investor. Coder. Cricketer. Skier. Surfer. Flyer.


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