Update November 2017

Allocations for November 2017 have been updated.

Portfolio gross performances in October 2017:

  • Permanent Portfolio: +0.40%
  • Momentum Portfolio: -0,30%
  • Alternative Portfolio (Singularis CTA Program): -0.47%

The NLX Portfolio for the month: -0.19%

Recommended reading for the month

CAMBRIA Meb Faber – Oct-10, 2017
Do you pay taxes? Then avoid dividends and do this instead

A Wealth of Common Sense – Oct-11, 2017
Bond Market Bubbles Are Not What You Think

Mauldin Economics – Oct-14, 2017
The world turned upside down

Newfound Research – Oct-23, 2017
Would you invest invest in a coin flip?

Gavekal – Aug-19, 2017
I just discovered this interesting article this month.
Russia’s Role As A Global Game-Changer

 

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