ReturnBoost.com

01/13/2025

Momentum That Matters: 2024 Results and What’s Next -

09/17/2022

Capital protection remains the name of the game.

TL;DR: Capital protection continues Portfolio: Performance flat in July, positive in August Allocation: FX (30%) and Cash (70%) Markets…

03/31/2022

TLDR:
- Current Allocation: Long Commodities, Gold, U.S. Real Estate, and U.S. Value Stocks
- Long-term: Beating the market by replacing 60/40 allocation with diversification, private markets, and active management

TLDR: - Long Commodities, Gold, U.S. Real Estate, and U.S. Value Stocks - Beating the market by replacing 60/40 allocation with…

02/13/2022

Risk-off! -

It didn't come as a surprise. Equity markets have changed, the regime shift from bullish to bearish became real. We already wrote in our 2022 Outlook that this year will be a year of change. With sky-rocking inflation (7.5% in the US), the market has realized that interest rates might rise to more t...

02/02/2022

When it hurts: stocks off to a bad start in 2022

The last weeks were painful for many investors, especially those with high exposure to technology stocks and crypto currencies. After a very long bull market, these drawdowns hurt. If you entered the market recently, you look at your portfolio and it’s all in the red. If you are a long-term invest...

01/11/2022

2022 Outlook: A Year of Change - https://mailchi.mp/063ae1048732/2022-outlook-a-year-of-change
Looking back, Returnboost had another great year. But isn’t it much more fun to look in the future? Here are my 9 theses for 2022.

Why bother writing an annual outlook or even a review of the previous year? I totally agree with what Warren Buffett said: “Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.” Nevertheless, putting thoughts down into a memo helps to reflect on what ...

06/17/2021

: is too much margin an indicator for a stock market top? What does the yoy change of margin debt and its deviation from the mean tell us?

01/11/2021

Returnboost Performance Recap 2020s - https://mailchi.mp/10364bb5d3de/self-doubt-and-all-time-highs-2748165

01/03/2021

Here is our annual recap! We are excited to have ended 2020 with an outstanding performance across our 4 Returnboost portfolios.

We see incredible Momentum opportunities ahead.

2020 was a challenging year but our portfolios rose more than 25% to new all-time highs.

10/04/2020

Since the late 1990s most of the performance has been driven by U.S. stocks. International stocks been pretty flat. Just crazy!

10/01/2020

Every crisis is an opportunity. Recheck out this short analysis on the state of the during and how Silvertours is ahead of the curve.

There is no doubt, the travel industry is shrinking. Almost every major airline (Lufthansa, American Airlines) hotel (IAC Invests in MGM, Hyatt, Marriott) or OTA (Expedia Group, Booking) has announced significant cost saving plans and reductions in their workforces.

09/20/2020

This is scary! Not a short-term indicator but to keep kn mind.