SAMBA Investment Roundtable Review

Agenda:

• Introduction and Review last Roundtable 5min (Dr. Marc-André Schauwecker)
• Status SAMBA Flex Portfolio and Asset Allocation 15min (Mr. Markus Kaeser / Mrs. Gabriela Stadler)
• Discussion about the market situation and outlook 25min (all participants)
• AGFIF Market view / Portfolio Börsenradio 15min (Mr. Mojmir Hlinka, AGFIF AG)

Focus:

Review of the current illustrative SAMBA Flex Portfolio and Asset Allocation / active discussion

• Is our Asset Allocation still in line with the market?
• What can be improved in the current illustrative SAMBA Flex Portfolio?
• We expect participants to provide investment suggestions to improve the existing portfolio!

Market view by AGFIF AG

• Opinion of an expert about the global financial markets?
• 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 11: 14 September 2022 via ZOOM at 12:00h: Presentation by Seilern Investment Management, SAMBA Portfolio Flex review
• Roundtable 12: 20 October 2022 with physical presence at 18:00h: Zwei Wealth Experts AG, Genferstrasse 35, Zurich
• Roundtable 13: 23 November 2022 via ZOOM at 12:00h: AGFIF Market View and portfolio Börsenradio, SAMBA Portfolio Flex review,
• Roundtable 14: 21 December 2022 via ZOOM at 12:00h: Review Investment year 2022, Outlook 2023, SAMBA Portfolio Flex review

Note: This is not an investment advice, and for informational and educational purposes only!

Please click on the Zoom link below to join the event:

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Meeting ID: 847 6575 7263

Passcode: 564007

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