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mirkotoscano

mirkotoscano
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ABOUT
CFA member. In this blog I put my thoughts. Work in an Italian bank in a strategist position (forex and commodities), but my true passion is the stock market.
SNAPSHOT
  • Description: Independent / boutique research firm analyst. Trading frequency: Monthly
  • Interests: Commodities, Developed International Markets, ETFs, Forex, Options, Stocks - long, Stocks - short
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Blog
Asset allocation models for private & institutions I see the markets like a farm. You must know the product you're going to cultivate (pros & cons), find a method that is expected give you a positive result and finally realize that non all seasons (years) are equal.Like a farmer you can have good years and bad year (not depending by yourself but due to ...More
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LATEST STOCKTALK more »
January allocation (gov bonds 15-30years) is paying well :) Jan 13, 2015