Proposed Changes to Your Portfolio:

In Brief...

  • We are making no immediate changes, as our current portfolio reflects our continuing negative view of equity markets.
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    We have plans to reduce the number of holdings within our portfolio and also reduce costs through using institutional funds where available in the next batch of changes.
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    We are actively researching specialist investments and will advise portfolio changes when we have carried out our due-diligence. An example of this is that we currently have the price of Coffee (close to an all time low) on our radar.

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

2018 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 July 2018.