Equity Markets Have Officially Ended Their Bear Market Rally
The first-quarter earnings season is well under way with roughly 20% of the S&P 500 companies having reported already. Even if there were a few high-profile misses — notably Tesla…
MAXIN GLOBAL FUND
815 posts
The MAXIN GLOBAL FUND Section allows you to follow all trades, movements and positions in the MAXIN GLOBAL FUND – USD hedge fund.
MAXIN GLOBAL FUND – USD is a Luxembourg-based Hedge Fund launched on February 22, 2022. It replaces and continues MAXIN ADVISORS’s MODEL PORTFOLIO that started trading transparently on January 1st 2014
Transaction Update 24 April 2023
MAXIN GLOBAL FUND – USDTransaction Update 24 April 2023 Today, we further reduced our exposure to China by taking profits in banks, insurance and brokers and were stopped out of…
MAXIN GLOBAL FUND Weekly Report 21 Apr 2023
MAXIN GLOBAL FUND / MODEL PORTFOLIOGross Performance – 4.23 % Last Week– 8.15 % Month to Date– 15.10 % Year to Date+ 900.81 % Since Inception+ 27.99 % CAGR Per…
Taking Profits and Reducing our Long Positions
MAXIN GLOBAL FUND – USDTransaction Update 19 and 20 April 2023 As our roadmap is unfolding with the Q1 earnings reports confirming the sharp decline in earnings in Q1 2023,…
MAXIN GLOBAL FUND Best Performing Hedge Fund over 12 Months
MAXIN GLOBAL FUND – USDRanked # 1 Performing Hedge Fund in HFR rankings over the past 12 Months For Calendar Year 2022, with only 10 months of management and a…
Transaction Update 17 April 2023
Transaction Update 17 April 2023 Today, in line with our strong BUY signals in Chinese equities, we have added to our positions in both domestic and HK-Listed shares, re-instating EV…
Full Portfolio Report 15 April 2023
MAXIN GLOBAL FUND / MODEL PORTFOLIOWeekly Report – 1.95 % Last Week– 3.99 % Month to Date– 11.26 % Year to Date+ 966.90 % Since Inception Jan,1st, 2014+ 28.60 %…
Transaction Update 13 April 2023
Taking advantage of the hype surrounding LVMH Q1 results to short more Luxury good stocks. We made the case at length for why we see the luxury sector as a…
As Good As It Gets
As Good As it Gets LVMH Moet Hennessy Louis Vuitton reported today bumper first-quarter beating expectations, as a lifting of sanitary restrictions in China boosted performance there, and a rebound…
Weeks of Reckoning
Weeks of Reckoning When investors are irrational, reality ends-up knocking on the door… The 2023 surge on US mega cap technology stocks prices is about to run into an earnings…