Proposed Changes to Your Portfolio:

In Brief...

  • We are currently reviewing our asset allocations regarding our property holdings. Property has been used due to the low volatility these funds offer but there are always concerns of liquidity with propoerty. Therefore, we may look to move these holdings elsewhere. 
  • square-o
    We are currently reviewing where our portfolios are located across the world, we have diversified across many countries and we are ensuring we are invested in the most optimal locations. This is especially important when looking at emerging markets as there is a lot of opportunity in these countries. 

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. 

Impact on portfolio

Current position

2019 Aims

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 January 2019.