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Rolling, rolling, rolling

In this latest issue, we help provide some perspective around the journey different investors can experience whilst getting to the same result based on the rolling period of their portfolio review. Periodic - but not too frequent - check-ins and maintenance of an investment portfolio is good practice. Often, emotions around investing can be closely linked with the performance observed.

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INSIGHT: How much is enough of a good thing?AcuityINSIGHT: How much is enough of a good thing?Most of us can think back to our childhoods and remember a time when we ate too much ice-cream, the moment from feeling wonderful to feeling sick, so is there a point at which you can have too much of a good thing when it comes to index investing? In this issue we look into why to keep spooning in t
INSIGHT: Tempering FOMO and regret through diversificationAcuityINSIGHT: Tempering FOMO and regret through diversificationIn this issue we look at why diversification matters because investors own portfolios today for the future and given that markets do a pretty good job of incorporating information into prices, we have no forward-looking insight into which company’s shares are going to outperform. We can avoid both
INSIGHT: Make your investment bed and lie in it!AcuityINSIGHT: Make your investment bed and lie in it!The reality is that markets work pretty well at incorporating information into prices and trying to beat the market – through either market timing or stock picking - is a tough game, with very few winners. Simply making your investment bed out of a diversified market exposure and lying in it over
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Barnett Ravenscroft Wealth Management
13 Portland Road, Birmingham B16 9HN

Barnett Ravenscroft Wealth Management is a trading name of Barnett Ravenscroft Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority and is Registered in England No. 4013532