You are here: homepage »
The best month ever!
With a plus of 13.11%, our fund set a new monthly record in November! Euphorized by the vote out of U.S. President Donald Trump and especially by positive clinical data on corona vaccines from Pfizer/Biontech and Moderna, global stock markets have skyrocketed this month. The study results so far are promising, but at the same time it will take months before the general population can be vaccinated. Nonetheless, the topic of corona seems to have been eaten by many investors and the economic recovery in 2021 is in the spotlight.
We have also increased the proportion of cyclical stocks over the course of the month, while at the same time slightly expanding our hedging. Our fund is quoted ytd. +3.11%.
Book an initial consultation now
Gladly in person or digitally, conveniently and easily from home. Conserving resources without the expense of travel.
You are here: homepage »
More articles on asset management
Monatsbericht September 2026
Monthly report September 2026 In September, geopolitics and central banks took center stage. Renewed fighting in Iran and the resulting attacks on key transportation routes and energy infrastructure led to new highs in oil prices. This, in...
Monthly Report for Augst 2026
Monthly report August 2026 A temporary easing of tensions in the Iran conflict and slightly lower-than-expected inflation figures boosted confidence on the stock markets at the start of the month. Concerns about potential interest rate rises...
Monthly Report for July 2026
Monthly report July 2026 July was characterised by high volatility. At the start of the month, the AI boom was dampened by concerns over potential overcapacity, leading to heavy profit-taking in semiconductor stocks. Negotiations between the...