Time really flies; two full years already have passed since we published our first Portfolio Update. For us, the whole process has been quite satisfying and as usual, you can expect a brand new update in November 2017, in about 12 weeks.
If you wish, you can have a look at our actual portfolio and previous updates here:
By this time, one would think that Trump’s rally should have faltered or at least slowed down with all his unorthodox politics. But after a brief pause possibly announcing some sort of decline, against all odds, markets continued piling up records (or US markets to be more precise).