I made my last portfolio strategy change in 2022, when I shifted from 100% FTSE 100 to 60:40 UK:US. At the time, I reset book values back to 0% so I can compare the relative performance of the change. This means I can see the effect of moving to the US versus carrying on as […]| uncountable thoughts
If you choose to invest in equities, you also need to select a strategy to guide you on that journey. Once you start to implement that strategy, you will do so in one or more markets around the globe. This implementation mix will define a benchmark total market return for…| uncountable thoughts