Growth portfolio review
In normal times the Money Makers portfolios are designed as buy and hold portfolios for the medium to longer term, so their make up tends to change little from one year to the next. However this time around I think a change in strategy is called for. Having decided back in 2009-10 that low interest rates and financial repression were here to stay, I was happy to let the long duration trusts in the growth portfolio, the oldest of the four, continue to compound merrily away for years without much need to rebalance from year to year. In the new climate however, for a varie...
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