The last post dates back to 21.06.2010 advises us to reduce the equity positions ... Today we are left with the FTSE Mib reduced by more than 1000 points. There was no lack of opportunities for trading side, mainly on securities from the good fundamentals ...
But now look at how to allocate our portfolio for the future. The market now discounts a lot of negative news about the future and the current economic crisis. Economic uncertainties in the euro could further weaken our currency and therefore caution is in order.
In recent months I have concentrated on reading some books, which delve deeply into the above series of rich father reported next to this message.
Suggestions that I have gained and which have inspired me in the composition of my portfolio were these. Look for solid companies in the index with Mib SP profitability, good fundamentals and market share.
companies that I felt most deserving and respectful of these requirements are: Buzzi Unicem Enel, Geox, Unicredit, which I have taken a position in the hope of a positive result.
This post represents my point of view that I share with those who will read it, does not want to be a suggestion to take a position as the stock market involves risks that one must consciously decide whether to run or not. The message therefore not to be sought from the market but the pure expression of an opinion.
