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