• Stephen Walters

I've rebalanced my portfolio

Markets having remained very level over the last two weeks, I’ve taken a cue to rebalance my portfolio; distributing the profit from the more successful funds amongst the less successful so far. I like to do that from time-to-time, because it adds to my peace-of-mind lest the more successful funds fall without warning. A second reason for rebalancing is because I prefer to keep all holdings in the portfolio smaller than 1%. I remain confident of the 13 themes I presently have.


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