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Read morePortfolio Management – It all depends
Monday Musings 21/06/2021 – Portfolio Management – It all depends
I had an interesting conversation with a client last week about our portfolio management and why there wasn’t a direct correlation between the movements on the market and the portfolio we have his investment in. The answer was in two parts. As I am sure you know the mix of the various indexes held in each of the portfolios is different so that each portfolio matches a particular risk profile. As an example, our Conservative Portfolio has no investments in emerging markets and a high exposure to the fixed interest sector whereas our Aggressive Portfolio has a significant exposure to emerging markets and none to fixed interest. So a movement in either of these will impact on these portfolios differently. If you would like to discuss this with me, please do get in touch. You can telephone the office or email me directly at david@straighttalkfinancial.co.uk
The main reason for my writing the musings each week is to show a trend. I watch trends and although I do not make hasty decisions by keeping an eye on things, I am able to position our portfolios more effectively. You will recall that I moved out of property funds in time to avoid you being trapped in these funds when the retail market started to have issues which impacted on the companies that run facilities such as shopping malls.
In my musings on the 7th June I talked about how wage inflation would feed into the main inflation figures. Clearly wages are not the only factor in play but taken together with the increase in material and fuel costs for industry which has led to a factory door price increase of 4.6%, inflation certainly is with us. It is not just here but in the USA that the spectre of inflation moving ahead is making the Fed make noises about increasing interest rates. As a result of the concerns about inflation global equity markets had a poor week with, for example, the FTSE100 being down by 1.63% on the week.
So, to the markets
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