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FEPIC Investment Ideas

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Extreme Equity allocations as a percentage of AUM

Sergio Andrews
Nov 20, 2021
0 min read

Recent Posts

Today was published the highest inflation in 30 years in the US at 4.4% annually as of September

Today was published the highest inflation in 30 years in the US at 4.4% annually as of September

G3 Credit impulse doesn´t forecast a good relative return for equities in 2022

G3 Credit impulse doesn´t forecast a good relative return for equities in 2022

US equity allocation vs growth economy expectations

US equity allocation vs growth economy expectations

Comments

A mining company with an 11% dividend yield and a ROE of 25% and little debt?

Nov 17, 20213 min read

Update on the ETF to "get high" and new idea related to the 24/10 post

Nov 9, 20211 min read

A beaten ETF in a sector that could have a regulatory change. To get "high"?

Oct 24, 20213 min read

2.4% Div Yield and Price-earnings ratio of 8x. Media stock about to take off?

Oct 2, 20212 min read

This ETF is at historically low sentiment levels with a lot of flow coming in. Candidate to look at!

Oct 2, 20211 min read

Capital increase in this stock. Possible change of control?

Sep 29, 20212 min read

Are you kidding me?. 55% ROE growing 140% per year in net profit and no debt?

Sep 28, 20212 min read

A share with a 14% dividend yield and a 2x Price / Earnings Ratio

Sep 24, 20211 min read

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