Virtual Portfolio Update – January 13th 2017 – Portfolio + 15,40% – YTD + 1,32%

 

Nasdaq hit all times high this week . Generally speaking , most assets/indices/..  who overperformed in the last weeks of 2016 are consolidating or underperforming since 31/12 : Industrials, energy and financials sectors in US, US small and mid caps , Eurostoxx50 , Utilities in Europe , USD, China . On the contrary those who underperformed in November, December tend to overperform so far in 2017 : Technology , Health care (in US), Emerging markets with Brazil , Turkey (In TRY only) and India amongst the best performers, EURO, precious metals and  US treasuries .

 

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