Alix-Pimodan

Alix-Pimodan

Bought some VNQI right before the recent up move, but, ultimately still bearish on real estate companies in the US and internationally. In the case of VNQI, I believe the move to revert to the mean is not over and will represent further opportunities to buy. This is a great fund, nicely diversified and with an amazing 5.2 annual yield. For the long-term investor, though.

Alix-Pimodan

This is going down, both fundamentally (high interest rates, lower demand, higher unmoved inventory) and technically/chart-wise with the prices failing to go higher. This is worth buying though, great long-term value and great dividend pay-out in the 4-5% range annual. Will be buying as it goes down.

Alix-Pimodan Updated 

I ain't saying it won't go down a little further, but, buying a company like that at a price like this is a no-brainer and too good an opportunity to pass up on. This is to be kept long-term; with a potential for 30%+ to the upside. Tencent isn't going anywhere anytime soon.

Alix-Pimodan

The recent increased expense ratio on short trades on the CNY-RMB will naturally push the value of the Chinese currency up versus the EUR and USD. A quick trade for a quick 1/5-2%.

Alix-Pimodan

This is going down. An ETF more weighted on the US stocks which could sustain current level or even go to the upside, but, over time and fundamentally, the increasing trade wars and geopolitical tensions, not to mention overvaluations everywhere will cause a correction.

Alix-Pimodan

Through out this trade war -because it has unequivocally turned into a trade war- the bigger, more industrial, older model, businesses have been the ones to suffer. This ETF encompasses dividend yielding companies in the developed world and they will be going down by between 5-10%. As always with my short ideas, they really are opportunities to get in funds that...

Alix-Pimodan

For those who can invest on the HK market; the HSI has been suffering but is approaching key support levels which will present great buying opportunities.

Alix-Pimodan

There's a special feeling you get when you see a product that is nicely diversified (130+ assets), which is dividend yielding and currently trading below the it's 5-year moving average. Companies that are big players and established are suffering more from the trade tensions and the strong dollar (and ensuing weaker EM currencies). This will go down but will also...

Alix-Pimodan

Such an interesting trading environment. Every pull-back is used by investors to get in -at all cost it seems- but the geopolitical risk is keeping everything in line and stuck below the resistance level. This is largely influenced by fundamentals, but, as seen earlier this week, with enough bad news, prices will revert towards the mean and correct by about 8-10%....

Alix-Pimodan

A quick -almost for the fun- trade with Netflix; the company is generating a lot of enthusiasm but has just suffered a short correction; I just see that as a good entry point for a quick 5-10% profit.

Alix-Pimodan

An instrument often disregarded because of it's lack of volatility , but, a great way to diversify and secure a portfolio, especially if not fully invested. TIPS (iShares Inflation-Protected Securities) is getting battered due to a high-dollar and positive sentiment over the economy, but, it remains a safe-haven for money and a hedge against inflation . Current...

Alix-Pimodan Updated 

Company beaten by bad press and long-entrenched cash difficulties, but, as people are losing faith and the stock is going down, Elon is actually working through those issues. Optimism will pick back up and so will prices.

Alix-Pimodan

Unlike the gigantic losses of Tencent, BABA is just getting caught in the fear surrounding Asia -and mostly China- stocks right now. If it keeps on going down and reaches 169.9, that price will be too good to pass up. BABA is huge and aggressively growing, they will not stick at this level.

Alix-Pimodan

This instrument has been trading in a very stable range, more stable than treasuries and similarly to TIPS. The dividend yield on this is 5%+. This is a great way to diversify exposure to US-assets while assuring a high and reliable return. If prices drop to 37.10, I'll be buying with very little hesitation.

Alix-Pimodan

This instrument has been trading in a range much more stable than treasuries and almost comparable if not better than TIPS, but, the dividend rate is about 5%+ If the price drops down to 37.10, this is an incredible buy opportunity for long-term hold and great way to diversify within US assets. I'll be buying with very little hesitation.

Alix-Pimodan

Broad index's will always mean-revert. If we look at the 750 MA or 1250 MA, prices have been blowing up thanks to the US policies and big companies' growth. Prices seem to not be able to break above their all-time high, yet, everyone seems to be buying at any pullback opportunity. This ETF will be going down by at least 5-10%. Once it has, it will become a very...

Alix-Pimodan

The chart shows a potential gain for a buy on a pullback or short correction; ultimately, I see this more as a super long-term investment. You can't get much more diversified than this (exception made of multi-asset funds such as AOM, YDIV, MDIV, INKM, etc). This is just something to hold and keep. At this point in time, the market really could go both ways,...

Alix-Pimodan

Technical analysis is great for free market securities, but, when it comes to treasuries, the Fed remains the bigger decider of price direction. Fundamentally, this instrument is set to go down further. The positive economic outlook pushes the Fed to raise rates and prices do not reflect their target yet. Over the coming two years, unless there is a dramatic...