Why I like themes, and when to sell
The Dexterity portfolio seems to have settled, to begin moving in the right direction again. I acknowledge both benchmarks have closed...
Why I like themes, and when to sell
Wishful thinking
Honouring the courage of the 'early adopter' in us
The sun’s not shining on tech-related funds
Adventurous reconnaissance
Apprehensive of comeuppance
Time to re-balance?
Wide diversification for safety
Taking profits and diversifying risk
I've rebalanced my portfolio
The attractions of thematic investment
Ready for a Biden Bounce
Recovery looking like a K
Clean Energy carrying the weight
The gap widens in our favour
Advocating Clean Energy
Showing signs of resilience and sustainability
What moves me to promote ESG?
Relevance for life
The worst wasn’t as bad as I feared