below are the results of the analysis we published from March to October 2021 on the OTB platform.
There are currently 10 active stocks, 2 of which were open before September. 2 analyses remain "unfilled" as the entry range has not yet been reached.
The performances in October 2021 are positive and in line with expectations: we closed our positions on 8 stocks with an average return of 11% and an average duration of 75 days, allowing us to confirm a good YTD performance of 16.92%.
The results reflected a willingness to be exposed to the energy sector between August and September, reaching our targets in October.
In October we published the analyzes of only 3 stocks, one of which is still “unfilled”, as the generalized overextension in the markets made it more difficult to look for stocks with good upside probabilities.
For the year-end, we will focus on sectors such as materials and healthcare.
We prefer to focus on those sectors, and stocks, which are underperforming the reference market, allowing us to benefit from possible bullish swings over a medium-term time horizon.
OTB Global Investments