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.
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 ...
