Now we go Long Switzerland Short Australian stocks
Daniel Weston
Aimed Capital
Double trade today, locking in our significant profits earned being short Swiss stocks and cutting losses from owning Aussie stocks, which we held since the 24th of June. We are now long Swiss Stocks (SMI Index) with 4% of the portfolio and short Aussie Stocks (ASX 200) with 3% of the portfolio. Swiss growth, where our expectations have been trending in a boringly tight range for months, have today tipped from bearish to bullish again, as our Swiss leading indicator has gently improved to rise above our longer term growth forecast. Triggering our bullish stance on companies in Switz. Read more.. (VIEW LINK)
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Running the Aimed Global Alpha - Macro Hedge Fund. Aussie. Trader. Investor. Coder. Cricketer. Skier. Surfer. Flyer. www.aimedcapital.com
Daniel Weston
Chief Investment Officer
Aimed Capital
Running the Aimed Global Alpha - Macro Hedge Fund. Aussie. Trader. Investor. Coder. Cricketer. Skier. Surfer. Flyer. www.aimedcapital.com
Expertise
No areas of expertise
Daniel Weston
Chief Investment Officer
Aimed Capital
Running the Aimed Global Alpha - Macro Hedge Fund. Aussie. Trader. Investor. Coder. Cricketer. Skier. Surfer. Flyer. www.aimedcapital.com
Expertise
No areas of expertise
Comments
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