I’m all over the place

Busy day today, bought some Jedat before the Japan close, then tiny positions to FNAC in France and Unicret in Italy during the day, and now Capri Holdings before the US close. And yesterday I was in Singapore and Vietnam (bought some more PYN Elite). I think I will increase my emerging Asia allocation more …

PYN Elite fund: You don’t have to do everything yourself

Considering to outsource about 10 % of my portfolio to outside manager due to long time period of big cash position due to my inability to find ideas in what I consider my home markets (say Nordics and Europe). So I stumbled on Petri Deryng / PYN Elite fund and here are my random notes of him. …