top of page
  • Writer's pictureStephen Walters

Nothing completely lost where there's a good lesson learned

Fully accepting the message, "your portfolio hasn't fallen as much as other people's" isn't any comfort; yet I am pleased to see the Dexterity portfolio proving the defensiveness I had aspired it would show. 3% better than the MSCI World Index, and 14% better than FTSE All-Share. To me this demonstrates a thematic, ESG portfolio doesn't have to compromise performance.

Of course I am mourning I didn't know to sell the whole portfolio 10 days ago. But grieving I am not, because when I chose these 12 ETF I did so with full emotional commitment to the themes in which they invest. Seeing these low prices, my intention is to invest a bit more spare capital.

bottom of page