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I am a Moscow-based bi-lingual blogger and investor. Started as a Russian mutual fund investor in 1999, I went for an ETF portfolio late in 2007. Survived the 2008/9 meltdown and love sharing the way I invest. Publisher of the Marathon Investor newsletter, a virtual primer of a balanced... More
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  • Marathon Investor Updates In Open Access 0 comments
    Oct 12, 2013 10:06 AM | about stocks: DEM, GIM, ISD, EDD, EWI, CHIQ, VOE, IAI

    In case you missed it I am posting weekly updates in open access here. You will find all newsletters from the start of the model.

    Catching up with my readership on SA, I thought I'd summarize what's been playing on my mind since my last update in Spring.

    My goal is to decrease turnover and focus on turnaround situations to jump into the trends early. In this regard some 'value' investments were added, including bonds (as rates sold off in Q2-3), EM and European equities.

    Yes, I my view there is some value in bonds because the short rates most likely will stay low longer than many expect, and extremely negative sentiment forced me to buy some discounted / non-US Treasury CEFs.

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