• Stephen Walters

Dexterity ETF portfolio progress


Dexterity's portfolio is only 5% in UK (see table), so this week’s sharp rise isn’t owing only to UK political clarity. The bigger contribution is a preliminary agreement between USA and China about easing trade tariffs.  


Timing is an influential factor: those of you who invested more than a year ago will have seen Water, Healthcare and Clean Energy rise furthest, and Timber & Forestry look tame, or even poor.  Meanwhile, for investors since the summer of this year, T&F is a very competent performer.


The Dexterity portfolio consists of global-themed ETF I believe making persistent common sense. I have chosen not to re-balance at the first six-month point, and am content to let the first anniversary approach before I re-consider.


Dexterity is a trading name of Stephen Walters Financial Planning Limited (SC360356)

Authorised and regulated by the Financial Conduct Authority (503299)

View our privacy notice here.