Portfolio && CAC40
http://safe-trading.blogspot.com/2008/01/cac40-weekly.html
We are @ the key point of the analysis above (from the 1/01/08): CAC40 close to 5300 pts… Let observe the market here. If this support breaks, we will buy (again) below around 5150 pts. For the moment, we do not do any arbitrage in our portfolio (15% AXA && 15% AF/DBG/ML/SU && 70% cash): then, we have the opportunity to enter @ lower levels (as mentioned in previous posts). We still have a positive ROI on AXA && AF and negative on the other values, with a global neutral performance.