Money Makers | Portfolio summary

Please note that these portfolios are no longer being updated and have effectively been replaced by the favourite funds feature. The list below is as of June 2022.

Defensives portfolio (since January 2017)

Note: Ruffer does pay a small dividend but Stockopedia does not capture it Income portfolio (since January 2017)

Handbook portfolio (since January 2017)

Growth portfolio (since January 2010)...

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Disclaimer: Please note that Jonathan Davis is neither authorised or regulated by the Financial Conduct Authority and as such is not permitted to offer financial or investment advice to UK resident investors, whether or not the intended investments are regulated or unregulated. Nothing appearing on the Money Makers website or in any of the content offered as part of the Money Makers service should be construed as financial advice. We strongly encourage you to consult an FCA-authorised Independent Financial Adviser before committing to any form of investment. This is not an offer to participate in a collective investment scheme as defined in section 235 of the Financial Services and Markets Act (2000) and therefore investors will not have access to the Financial Services Compensation Scheme or the Financial Ombudsman Service.