Saturday February 29, 2020

Thoughts on portfolio management in these choppy markets

It’s a great feeling when you have a bull market and a bull run – not least if in addition to high single or double digit annual share price appreciation, mid to high single digit dividend growth, there has been a big currency gain on top.

22nd August, 2015
Choppy Markets

The disappointments and surprises for investors over the past few months have inevitably instilled some panic. The charts are not looking encouraging now and the downswing may have some distance to go. It is usually in times like this that people make serious investing mistakes – but mistakes should deepen learning and experience – with lessons that are unlikely to be forgotten.

The past week has been especially challenging. But provided one has been disciplined...

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