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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In this post and the accompanying video I summarise the final changes to the Money Makers income portfolio, explain the criteria I have used for the selection and look at its five-year track record. This can then be compared with the performance of the two other portfolios which I monitor, the Investment Trusts Handbook portfolio (launched 1st January 2017 to coincide with the first edition of the Handbook) and the older 2010 portfolio, the first one I created and the one which is closest to my own personal holdings.
The chart and table in the video below summarise the performance and the mak...
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