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Ideas

Our observations, insights and news from the investment world

BRITISH BED AND BREAKFAST: A UK Tax Update

UK Bed and Breakfast

UK persons looking to return to the UK after a period of time ‘offshore’, and people who are moving to the UK, should be aware of a number of benefits which can smooth the transition of your investment portfolios. Although UK fiscal regulations are a wide-ranging and complex, we will try to simplify and provide …

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US Brokers Announce Commission Free Trading

Zero Commissions Broker

For Stocks and ETFs only As we highlighted on our social media channels, last week most major US brokers slashed online trading commissions to zero for stock and ETF trading. That news event made Barron’s cover page this weekend. While on the surface this news should be welcomed by investors, especially those focused on trading …

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Seasonal Trade Strategy: Sector ETFs

Seasonality Trades
There are 13 sector seasonalities that enter favorable periods in October. some last only a few months, others half the year. Entry levels and expected returns are exposed.
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Seasonal Trade Strategy: Not Yet Bullish

Bull Market is waiting
The Seasonal Buy Signal is on Hold. The bull market is still in waiting.
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Seasonal Strategy Update: Fear in October Unleashes the Seasonal Bull

October Market Bear
October is the last month of the worst six months for the S&P 500 and worst four months for the NASDAQ. So it is time to begin preparing for a switch to a more bullish stance.
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Life Insurance as an Investment Vehicle

I write here to set out my thoughts on the use of life insurance as an investment vehicle, in the Russian context. Clients of all the jurisdictions invariably seek to optimise their tax position in which they operate. This includes holding assets that are so-called passive investments. There is a long history of legal systems …

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Seasonal Trade Strategy Update: New highs at a weak time

We noted previously that the market would likely work its way higher in the first few weeks of September. Now momentum appears to be fading short of previous all-time highs. With the Fed’s interest rate cut behind us, future price increases need support from alleviating trade issues and more interest rate cuts. Neither of those factors exist yet.
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Correlations: How To Really Diversify

correlations with SPY (short)

Below we show a correlation matrix of some of the more popular US ETFs. As a reminder, the closer the correlation is to +1 the stronger the positive relationship. And the closer the number to —1 the stronger the negative relationship. How can we use this knowledge? Two ways: Diversification. One of the tenants of …

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Seasonal Trading Strategy Update: Watch Oil

September Oil
Oil prices usually enter a weak period starting in September. Is it playable? Seasonality holds true this year so far. Trades in defensive sectors doing well so far.
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Option Trade Idea: MSFT

We look at a short term bullish trade on MSFT, as the stock is outperforming the market. The difficult seasonality make this trade more speculative in nature.
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This information is not an individual investment recommendation, and the financial instruments or transactions mentioned in it may not correspond to your investment profile and investment goals (expectations). It is your task to determine whether a financial instrument or transaction matches your interests, investment objectives, investment horizon and acceptable risk level. AVC Adisvory, Inc. and its affiliates are not liable for possible losses in case of making transactions or investing in the financial instruments mentioned in this information, and do not recommend using this information as the only source of information when making an investment decision.

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