Proposed Changes to Your Portfolio:

In Brief...

  • We are proposing changes to our Short Term Model Portfolio (Clients who are currently taking an income, or plan to, within the next 3 years)
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     We are not advising changed to our Standard Model Investment Portfolios (Cautious/Balanced/Adventurous).

Our Reeves Confidence Barometer, a major factor in our tactical asset allocation, remains negative. This means that we believe a fall in the world's equity markets to be more likely than a rise over the coming months.

Short Term Portfolio Changes.

Model Investment Portfolios.

Comments from our recent investment meeting

The information in this blog or any response to comments should not be regarded as final advice. Please remember that the value of your investment can go down as well as up, and may be worth less than you paid in. Information is based on our understanding at December 2018.