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  • Writer's pictureStephen Walters

Enjoying a bounce

The Dexterity portfolio is not alone in having bounced.  The chart from Société Générale via FT compares the present experience with the cumulative returns from market-bottoms for bear periods in the last 150 years.

Comparing the Dexterity portfolio with two benchmarks, I feel relief at its progress.  Highest performers since lockdown are Innovative Tech, Cyber Security, Clean Energy and Healthcare.  To me, all four seem likely to remain relevant for the rest of my life (30 years at best)...

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