12 Jul Takeaways From Gestaltu’s “All Strategies Blow Up”
Posted at 10:26h in Invest 0 Comments
There are 3 important factors to guide my views on asset class allocations and to sniff out some opportunities in global markets.
These 3 factors are Valuation, Volatility and Price Trends. Valuation is a good indicator of long-term returns while Price Trend is helpful for guiding my short-term view (of less than 1 year). Low volatility is a helpful indicator for above average risk-adjusted returns over the long term.