Agenda:
Introduction and Review last Roundtable 5min (Mr. Marc-André Schauwecker)
Status SAMBA Flex Portfolio, Asset Allocation, Outlook 20min (Mrs. Gabriela Stadler/Markus Käser)
Discussion about the market situation and outlook 20min (all participants)
AGFIF Market view / Structured Product / Portfolio Börsenradio 15min (Mr. Mojmir Hlinka, AGFIF AG)
Focus:
Review of present SAMBA Flex Portfolio and Asset Allocation / active discussion (Mrs. Gabriela Stadler/Markus Käser)
Review 2022 and Outlook 2023
Is our Asset Allocation still in line with the market?
What can be improved in the present SAMBA Flex Portfolio? Your input?
Market view by AGFIF AG (Mr. Mojmir Hlinka, AGFIF AG)
Opinion of an insider about the global financial markets?
Explanation of the existing global equity certificate
A look into the portfolio of Börsenradio
Important points to keep in mind:
Link to the SAMBA document folder: https://www.dropbox.com/sh/5dkq5bsaibrqq7c/AADrSsf-pgpBk6FErRzvALrra?dl=0
We will update the SAMBA Flex Portfolio file approx. every two weeks and load it onto the above document folder
Study in advance the files Watchlist (EXCEL) and the last SAMBA Flex Portfolio (PDF)
IMPORTANT: Send us in advance your investment ideas for our watchlist / SAMBA Flex Portfolio to: [email protected]
To mark the next SAMBA Roundtable events of 2022 in your calendar (content can still be adjusted):
Roundtable 15: 18 January 2023 via ZOOM at 12:00h: Presentation of valuex.at about Blockchain, Crypto Currency, NFT
Roundtable 16: 15 February 2023 via ZOOM at 12:00h: Presentation of Alpinum / Marcuard Heritage Family Office about key products
Roundtable 17: 15 March 2023 via ZOOM at 12:00h: Presentation of Quantex about Global Funds
Note: This is not an investment advice, and for informational and educational purposes only!
Please click on the link below to join the meeting: https://us06web.zoom.us/j/86252744888?pwd=V1ZQTWpBMmFWSVp6eFhpdWRCQnBmdz09 Meeting ID: 862 5274 4888 Passcode: 553031 One tap mobile +41432107108,,86252744888#,,,,*553031# Switzerland +41445299272,,86252744888#,,,,*553031# Switzerland Dial by your location +41 43 210 71 08 Switzerland +41 44 529 92 72 Switzerland +41 22 591 00 05 Switzerland +41 22 591 01 56 Switzerland +41 31 528 09 88 Switzerland +41 43 210 70 42 Switzerland +1 309 205 3325 US +1 312 626 6799 US (Chicago) +1 346 248 7799 US (Houston) +1 360 209 5623 US +1 386 347 5053 US +1 507 473 4847 US +1 564 217 2000 US +1 646 931 3860 US +1 669 444 9171 US +1 669 900 6833 US (San Jose) +1 689 278 1000 US +1 719 359 4580 US +1 929 436 2866 US (New York) +1 253 205 0468 US +1 253 215 8782 US (Tacoma) +1 301 715 8592 US (Washington DC) +1 305 224 1968 US Meeting ID: 862 5274 4888 Passcode: 553031 Find your local number: https://us06web.zoom.us/u/kdQxTR3iMk