Die Aktienphase ist vorbei, die riskanten Aktienmonate liegen vor uns. Gemäß der Halloween-Strategie wird der Asset-Oszillator spätestens Mitte Juli in Anleihen umgeschichtet. Der Zeitpunkt ist günstig, denn die Rendite am Aktienmarkt und im Asset-Oszillator hat einen Hochpunkt erreicht. Seit Beginn des Jahres hat das Aktienportfolio 4,75% Rendite erzielt. Diese wird nun in einen breit gestreutem Anleihenportfolio gesichert.
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