Tuesday, 7 Jun 2016
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Six steps to Portfolio Management

Although a good performance across the board is highly desirable, you will find that in most portfolios of say 10 stocks, you will not find 10 stocks up 10%, you will find two stocks that are down, five stocks that are up pretty much in line with the market, one stock up 50%, one stock up 100% and one stock which is a 10 bagger. All the performance will come from the top three stocks. This is the reality of portfolio management. 

The trick to doing this well includes:

  • Filter for quality - this is what we do as a first step. I could write a million words about how that’s done, some people have (Benjamin Graham) so let me summarise it by saying...Continue Reading

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