Apr 28

Risks of Direct Equity Portfolios

This week my latest education article was published in IFA magazine. Basically it summarises the amount of additional downside risk a direct equities portfolio with a small number of stocks takes on compared to portfolio with a large number of stocks. There is myth that concentrated stock portfolios are more likely to outperform managed funds, an index, or a larger stock portfolio. This myth appears every bear market and must be exposed for what it is…rubbish.

If you can’t get the magazine, never mind as the article can be found by clicking on the following link… http://tinyurl.com/dmq7da

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