GOALS Revisited


eClub advisor Andy Kaegi has a Swiss Portfolio update that first requires most of us to gain an education. His updated portfolio

is full of BLOCS and GOALS. Here we look at GOALS.

GOALS are investments that do well in flat markets. GOALS is an acronym for “Geld Order Aktien Lieferung” which in English means

“Cash or Share Delivery”. This investing instrument works if you don’t expect a bull or a bear market. (Where we are right now). Goals optimize portfolio return by giving investors a coupon that pays for risk that you will receive a share on maturity.

Learn the full details Here.

With this introduction to BLOCS and GOALS tomorrow’s message looks at Andy’s Swiss update that includes many BLOCS and GOALS.

Until then, good investing!

Gary


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